Perhaps Google Cloud is the standout here as the company confirmed a $8 billion annual revenue for the division. That’s significantly smaller than Azure (at least we think), and massively smaller than AWS, but is shows Google is able to grow alongside those market leaders. In terms of revenue, AWS still sits on top with $33 billion for the cloud company. Microsoft Azure is a little harder to assess because the company does not offer specifics for the platform. Instead, Azure is bundled in with the wider commercial cloud division for financial purposes. Still, it seems likely that how much these companies are making from cloud is in direct relation to their market position. With that in mind, Canalys reports AWS held 32.3% of the market during the fourth quarter of 2018. Azure was in second place with 16.5%, while Google Cloud held 9.7% of the market. What is interesting is all these companies are locked in their position. It is something I have said countless times on these pages and will continue to push it for consistency or until something changes.
Locked In
Yes, all companies are most definitely in competition with each other, but each is also able to survive and thrive.
