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2021-02-23

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Who Rules the Cloud? The Answer Is Hazy.<blockquote>谁统治云？答案是模糊的。</blockquote>

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Thanks.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/369643835","repostId":1159991476,"repostType":4,"repost":{"id":"1159991476","kind":"news","pubTimestamp":1613988504,"share":"https://www.laohu8.com/m/news/1159991476?lang=zh_CN&edition=full","pubTime":"2021-02-22 18:08","market":"us","language":"en","title":"Who Rules the Cloud? The Answer Is Hazy.<blockquote>谁统治云？答案是模糊的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159991476","media":"Barrons","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","content":"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.<blockquote>谁的云最大？Amazon Web Services、微软Azure和谷歌云平台主导着美国公共云市场，甲骨文也在敲门。但是这些数据被定义混淆了，使得它们之间的比较几乎不可能。</blockquote> Amazon(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.<blockquote>亚马逊（股票代码：AMZN）有一个最清晰的故事：AWS第四季度净销售额为127亿美元，2020年全年净销售额为454亿美元。本季度销售额增长28%，全年销售额增长30%。</blockquote> Alphabet(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.<blockquote>Alphabet（GOOGL）公布最近一个季度谷歌云业务部门营收为38亿美元，增长47%。但这不仅包括谷歌云平台（其公共云业务）的结果，还包括谷歌Workspace（过去被称为G Suite的生产力工具集合）的结果。Alphabet表示，与AWS竞争的GCP的增长速度快于其整体云业务，但没有提供细节。</blockquote> Microsoft’s&nbsp;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.<blockquote>微软的数字更加混乱。该公司(MSFT)表示，12月份季度的“商业云收入”为167亿美元，同比增长34%。但这并不是一个实际的报告部分——该公司甚至不是每个季度都提供这个数字。它不仅可以卷Azure，还可以卷Office 365和其他东西。令人抓狂的是，微软还有一个重叠的正式业务部门，称为智能云，其中不仅包括Azure，还包括SQL Server、Windows Server、Visual Studio和GitHub等元素。智能云最近一个季度的收入为146亿美元，增长23%。Azure本季度收入增长了50%，但是——唉——微软没有提供美元数据。</blockquote> Oracle’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.<blockquote>神谕的方法也好不到哪里去。其大部分企业收入（包括云订阅）都归入名为“云服务和许可证支持”的类别，截至11月的季度收入为71亿美元，同比增长4%，占收入的71%。这基本上包括所有云服务，加上任何定期订阅服务。甲骨文(ORCL)部分公布了一些与云相关的信息，但没有提供美元数据。</blockquote>","source":"lsy1601382232898","collect":0,"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? 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The Answer Is Hazy.<blockquote>谁统治云？答案是模糊的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-02-22 18:08\n\n</h4>\n</header>\n<article>\nWho 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.<blockquote>谁的云最大？Amazon Web Services、微软Azure和谷歌云平台主导着美国公共云市场，甲骨文也在敲门。但是这些数据被定义混淆了，使得它们之间的比较几乎不可能。</blockquote> Amazon(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.<blockquote>亚马逊（股票代码：AMZN）有一个最清晰的故事：AWS第四季度净销售额为127亿美元，2020年全年净销售额为454亿美元。本季度销售额增长28%，全年销售额增长30%。</blockquote> Alphabet(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.<blockquote>Alphabet（GOOGL）公布最近一个季度谷歌云业务部门营收为38亿美元，增长47%。但这不仅包括谷歌云平台（其公共云业务）的结果，还包括谷歌Workspace（过去被称为G Suite的生产力工具集合）的结果。Alphabet表示，与AWS竞争的GCP的增长速度快于其整体云业务，但没有提供细节。</blockquote> Microsoft’s&nbsp;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.<blockquote>微软的数字更加混乱。该公司(MSFT)表示，12月份季度的“商业云收入”为167亿美元，同比增长34%。但这并不是一个实际的报告部分——该公司甚至不是每个季度都提供这个数字。它不仅可以卷Azure，还可以卷Office 365和其他东西。令人抓狂的是，微软还有一个重叠的正式业务部门，称为智能云，其中不仅包括Azure，还包括SQL Server、Windows Server、Visual Studio和GitHub等元素。智能云最近一个季度的收入为146亿美元，增长23%。Azure本季度收入增长了50%，但是——唉——微软没有提供美元数据。</blockquote> Oracle’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.<blockquote>神谕的方法也好不到哪里去。其大部分企业收入（包括云订阅）都归入名为“云服务和许可证支持”的类别，截至11月的季度收入为71亿美元，同比增长4%，占收入的71%。这基本上包括所有云服务，加上任何定期订阅服务。甲骨文(ORCL)部分公布了一些与云相关的信息，但没有提供美元数据。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/who-rules-the-cloud-the-answer-is-hazy-51613786285?mod=hp_DAY_Theme_2_1\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","MSFT":"微软","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/who-rules-the-cloud-the-answer-is-hazy-51613786285?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159991476","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.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"AMZN":0.9,"ORCL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":336,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":51,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/369643835"}