Azure revenues are beating AWS and Microsoft is overtaking Amazon on the cloud IT highway.
That's if analyst haus Stifel Nicolaus's data is correct.
Back in 2012's third quarter Microsoft commercial cloud revenue was $254m, with Amazon Web Services (AWS) ahead at $530m. In the first quarter of 2015 AWS revenues totalled $1.566bn, with Microsoft nudging ahead for the first time at $1.575bn.
Stifel MD Aaron Rakers writes: "Microsoft ... reported Commercial Other revenue at ~$2.76bn in 1Q15, an increase from $1.9bn in the year-ago quarter. Within this, we would find the implied Commercial Cloud revenue of $1.57bn was up from $746m in the year-ago quarter and $1.4bn in the prior quarter."
Here's the chart showing the revenues in question:
AWS vs Microsoft commercial cloud revenue
Rakers notes Microsoft as saying:
- Customer usage of Azure compute more than doubled yr/yr during the quarter
- More than five million organisations are represented in the Azure activity directory, with more than 425 million identities
- The 50 trillion objects stored in Azure is up threefold yr/yr
- Storage transactions added up to more than five trillion during the month of March
- Azure hosts more than one million websites.
Well, well; it seems Bezos is beatable and Amazon is not an invincible onrushing tank. However, Register 'riter Gavin Clark argues Microsoft is artificially bulking up its cloud revenues but he thinks Nadella's cloud mob could actually overtake the Bezos bunch soon. ®
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