It’s all about the cloud. Given that Amazon’s AWS business unit and Microsoft’s Azure business unit are the two finalists for the Pentagon’s $10 billion “JEDI” contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content “below the fold.”
Amazon (AWS): $25.7 billion. Amazon reports AWS figures in its SEC filings. The $25.7 billion figure represents 47% year-over-year growth.
Microsoft (Azure): $6.5 billion. This figure is our estimate based upon certain public disclosures made by Microsoft. We estimate that Azure revenues grew 82% year-over-year.
Google (GCP): $4.5 billion. This figure is our estimate based upon certain public disclosures made by Google. We estimate that GCP revenues grew 32% year-over-year.