This article is about my recent research on the three big cloud hyper scalers. Given the recent revelations, I am breaking down how big are AWS, Azure, and GCP? Do we finally have the data? How do clients perceive them? What makes each of them unique? A qualitative analysis analyzing more than 100 expert interviews and their opinions and quantifying the results.
GCP does not break out into Cloud and Workspace sales. How did you estimate GCP Cloud revenue alone? My estimate is that Workspace is quite a big portion of the GCP revenue.
Great point! I couldn't at least not accurately. Even though it was reported that Workspace has 9 million paying organizations in March, my average given they dominate more with smaller companies is around 5 seats per organization, so with their pricing Workspace would be 10-20% of GCP revenue. But if we wanted a full transparent/competitive picture of each of the companies cloud revenue I think we would also need to extract rev that they get from internal applications & companies they own significant share in. But that is unfortunately something again we can't get any data so can't really get any proper range.
Excellent piece of research! Especially the spider map on differentiation was very insightful.
Thank you!
GCP does not break out into Cloud and Workspace sales. How did you estimate GCP Cloud revenue alone? My estimate is that Workspace is quite a big portion of the GCP revenue.
Great point! I couldn't at least not accurately. Even though it was reported that Workspace has 9 million paying organizations in March, my average given they dominate more with smaller companies is around 5 seats per organization, so with their pricing Workspace would be 10-20% of GCP revenue. But if we wanted a full transparent/competitive picture of each of the companies cloud revenue I think we would also need to extract rev that they get from internal applications & companies they own significant share in. But that is unfortunately something again we can't get any data so can't really get any proper range.
Excellent write up!
Thank you Nick!