Who Rules the Cloud? The Answer Is Hazy.

Barrons2021-02-22

Who has the biggest cloud? Amazon Web Services, Microsoft Azure, and Google Cloud Platform dominate the U.S. public cloud market, withOracle knocking on the door. But the data are obfuscated by ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

AlanYe
2021-02-23
AlanYe
Like and comment if you are a Tesla fan?
- AlanYe:
  Yea
- JO爸妈:
  tesla is our current and future generation's hope to survivability on earth. tesla has to succeed! load up now on discount prices!!!!!
Jassss
2021-02-23
Jassss
AWS is the market leader. Comment if you think so too.
- ZLiao:
  Wow
Tchua
2021-02-23
Tchua
Google cloud seems better
aMoCca
2021-02-23
aMoCca
aws
Fanshuu
2021-02-23
Fanshuu
Somehow my comments no longer generate points ?
JoeK
2021-02-23
JoeK
AWS for non conformist.Azure for corporatesGoogle for scientists and geeks
- 旭阳特别帅:
  但就是不涨啊
- RyC:
  ??

Leave a comment

160

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1159991476?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-02-22 18:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1159991476","market":"us","top_or_hot":-1,"title":"Who Rules the Cloud? The Answer Is Hazy.","media":"Barrons","content":"<div>\n<p>Who has the biggest cloud? Amazon Web Services, Microsoft Azure, and Google Cloud Platform dominate the U.S. public cloud market, withOracle knocking on the door. But the data are obfuscated by ...</p>\n\n<a href=\"https://www.barrons.com/articles/who-rules-the-cloud-the-answer-is-hazy-51613786285?mod=hp_DAY_Theme_2_1\">Source Link</a>\n\n</div>\n","source":"lsy1601382232898","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who Rules the Cloud? The Answer Is Hazy.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWho Rules the Cloud? The Answer Is Hazy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-22 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/who-rules-the-cloud-the-answer-is-hazy-51613786285?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who has the biggest cloud? Amazon Web Services, Microsoft Azure, and Google Cloud Platform dominate the U.S. public cloud market, withOracle knocking on the door. But the data are obfuscated by ...</p>\n\n<a href=\"https://www.barrons.com/articles/who-rules-the-cloud-the-answer-is-hazy-51613786285?mod=hp_DAY_Theme_2_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GOOGL","symbol_name":"谷歌A","start_time":0,"source_url":"https://www.barrons.com/articles/who-rules-the-cloud-the-answer-is-hazy-51613786285?mod=hp_DAY_Theme_2_1","article_id":"1159991476","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1159991476","pubTimestamp":1613988504,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Amazon Web Services, Microsoft Azure, and Google Cloud Platform dominate the U.S. public cloud market, withOracle knocking on the door. But the data are obfuscated by definitions that can make comparisons among them almost impossible.Amazon has the clearest story: AWS had net sales of $12.7 billion in the fourth quarter, and $45.4 billion for all of 2020. Sales were up 28% for the quarter, and 30% for the full year.Oracle’s approach isn’t any better. Most of its corporate revenue, including clou","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"GOOGL":"谷歌A","AMZN":"亚马逊","MSFT":"微软","ORCL":"甲骨文"},"translate_title":"谁统治着云？答案是朦胧的。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9,"GOOGL":0.9,"MSFT":0.9,"ORCL":0.9},"content_text":"Who has the biggest cloud? Amazon Web Services, Microsoft Azure, and Google Cloud Platform dominate the U.S. public cloud market, withOracle knocking on the door. But the data are obfuscated by definitions that can make comparisons among them almost impossible.\nAmazon(ticker: AMZN) has the clearest story: AWS had net sales of $12.7 billion in the fourth quarter, and $45.4 billion for all of 2020. Sales were up 28% for the quarter, and 30% for the full year.\nAlphabet(GOOGL) reported revenue of $3.8 billion for its Google Cloud business segment in the latest quarter, up 47%. But that includes results not only from the Google Cloud Platform, its public cloud business, but also from Google Workspace, the collection of productivity tools that used to be called G Suite. Alphabet says that GCP—the piece that competes with AWS—is growing faster than its overall cloud business, but provides no details.\nMicrosoft’s numbers are messier. The company (MSFT) said that “commercial cloud revenue” was $16.7 billion in the December quarter, up 34% from a year ago. But that’s not an actual reporting segment—the company doesn’t even provide the number every quarter. And it rolls up not just Azure but also Office 365 and other things. Maddeningly, Microsoft also has an overlapping formal business segment called Intelligent Cloud, which includes not only Azure, but also SQL Server, Windows Server, Visual Studio, and GitHub, among other elements. Intelligent Cloud had revenue of $14.6 billion in the latest quarter, up 23%. Azure revenue rose 50% in the quarter, but—sigh—Microsoft offers no dollar figure.\nOracle’s approach isn’t any better. Most of its corporate revenue, including cloud subscriptions, is rolled into a bucket called “cloud services and license support,” which was $7.1 billion in the quarter ended in November, up 4% from a year earlier, and accounting for 71% of revenue. That basically includes all cloud services, plus any recurring subscription services. Oracle (ORCL) partially breaks out some cloud-related bits, but provides no dollar figures.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":369237641,"gmtCreate":1614046308583,"gmtModify":1704887289320,"author":{"id":"3563407973348151","authorId":"3563407973348151","name":"AlanYe","avatar":"https://static.tigerbbs.com/50efd00e3a7df7e0920a04606904a662","vip":1,"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":7,"crmLevelSwitch":1},"htmlText":"Like and comment if you are a Tesla fan?","listText":"Like and comment if you are a Tesla fan?","text":"Like and comment if you are a Tesla fan?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/369237641","repostId":1159991476,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3637369,"gmtCreate":1614050625490,"gmtModify":1680777942126,"authorId":3563407973348151,"author":{"id":3563407973348151,"authorId":3563407973348151,"name":"AlanYe","avatar":"https://static.tigerbbs.com/50efd00e3a7df7e0920a04606904a662","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.30","exceedPercentage":"93.69%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369237641,"type":1,"supId":3636968,"prevId":0,"content":"Yea","text":"Yea","html":"Yea"},{"id":3636968,"gmtCreate":1614046918690,"gmtModify":1680777940665,"authorId":3575329230398061,"author":{"id":3575329230398061,"authorId":3575329230398061,"name":"JO爸妈","avatar":"https://static.tigerbbs.com/1a06cbaff323c84c45e210c18649d7cd","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.18","exceedPercentage":"93.69%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369237641,"type":1,"supId":0,"prevId":0,"content":"tesla is our current and future generation's hope to survivability on earth. tesla has to succeed! load up now on discount prices!!!!!","text":"tesla is our current and future generation's hope to survivability on earth. tesla has to succeed! load up now on discount prices!!!!!","html":"tesla is our current and future generation's hope to survivability on earth. tesla has to succeed! load up now on discount prices!!!!!"}],"langContent":"EN"},{"id":369299095,"gmtCreate":1614044875517,"gmtModify":1704887263173,"author":{"id":"3574244375315958","authorId":"3574244375315958","name":"Jassss","avatar":"https://static.tigerbbs.com/a1a74261bc0d795b37c8c963ee5393f0","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0},"htmlText":"AWS is the market leader.&nbsp;Comment if you think so too.&nbsp;","listText":"AWS is the market leader.&nbsp;Comment if you think so too.&nbsp;","text":"AWS is the market leader. Comment if you think so too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369299095","repostId":1159991476,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3636810,"gmtCreate":1614045688300,"gmtModify":1680777933697,"authorId":3575078969779961,"author":{"id":3575078969779961,"authorId":3575078969779961,"name":"ZLiao","avatar":"https://static.tigerbbs.com/eb996775293cff5d23c52ae65fd17d69","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369299095,"type":1,"supId":0,"prevId":0,"content":"Wow","text":"Wow","html":"Wow"}],"langContent":"EN"},{"id":369207019,"gmtCreate":1614044704331,"gmtModify":1704887261026,"author":{"id":"3561859229387101","authorId":"3561859229387101","name":"Tchua","avatar":"https://static.tigerbbs.com/245ba7d1360ad877e076f09e9d78c378","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Google cloud seems better","listText":"Google cloud seems better","text":"Google cloud seems better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369207019","repostId":1159991476,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369202487,"gmtCreate":1614044471649,"gmtModify":1704887257892,"author":{"id":"3574725266378247","authorId":"3574725266378247","name":"aMoCca","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"aws","listText":"aws","text":"aws","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369202487","repostId":1159991476,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369647722,"gmtCreate":1614043021766,"gmtModify":1704887234722,"author":{"id":"3576629019645766","authorId":"3576629019645766","name":"Fanshuu","avatar":"https://static.tigerbbs.com/27c3506ac91aba524d8796fabd50c2f8","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Somehow my comments no longer generate points ?","listText":"Somehow my comments no longer generate points ?","text":"Somehow my comments no longer generate points ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369647722","repostId":1159991476,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369644120,"gmtCreate":1614042926360,"gmtModify":1704887231943,"author":{"id":"3575261937306050","authorId":"3575261937306050","name":"JoeK","avatar":"https://static.tigerbbs.com/162445e8b6a553bd412b8a06e3f44c9e","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"AWS for non conformist.Azure for corporatesGoogle for scientists and geeks","listText":"AWS for non conformist.Azure for corporatesGoogle for scientists and geeks","text":"AWS for non conformist.Azure for corporatesGoogle for scientists and geeks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/369644120","repostId":1159991476,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3636651,"gmtCreate":1614044567911,"gmtModify":1680777935551,"authorId":3434046638438343,"author":{"id":3434046638438343,"authorId":3434046638438343,"name":"旭阳特别帅","avatar":"https://static.laohu8.com/bbe12234effaffbb31106d837a04c53f","vip":2,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369644120,"type":1,"supId":0,"prevId":0,"content":"但就是不涨啊","text":"但就是不涨啊","html":"但就是不涨啊"},{"id":3636488,"gmtCreate":1614043347427,"gmtModify":1680777935384,"authorId":3559819240757708,"author":{"id":3559819240757708,"authorId":3559819240757708,"name":"RyC","avatar":"https://static.tigerbbs.com/8b2d2ce4ba258d9f0302be7d1128882f","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369644120,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":160,"commentSize":56,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1159991476"}