Cloud Giants Update - AMZN, MSFT & GOOG

JaminBall
08-01

Cloud Giants Update:

AWS ( $Amazon.com(AMZN)$ ): $123B run rate growing 17% YoY (last Q grew 17%)

Azure ( $Microsoft(MSFT)$ ): ~$86B run rate (estimate) growing 39% YoY (last Q grew 35%)

Google Cloud ( $Alphabet(GOOG)$ $Alphabet(GOOGL)$ includes GSuite): $54B run rate growing 32% YoY (last Q grew 28%, neither are cc)

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1.Azure at a ~$86B run rate growing 39% constant currency

Quarterly YoY growth trends below

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2.AWS at a $123B run rate growing 17%

Quarterly YoY growth trends below.

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3.Google Cloud at a ~$54B run rate growing 32% (not constant currency). Google cloud includes GCP and GSuite

Quarterly YoY growth trends in below chart

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