Tencent science and technology news, in the field of cloud computing, Amazon, Microsoft, IBM, Google and other companies are competing fiercely, Amazon has been the dominant leader, but is now being overtaken by Microsoft. According to foreign media forecasts, in the two quarter, Microsoft is expected to earn $7 billion in cloud computing revenue, which will exceed Amazon's $6 billion.
According to the Forbes website, Microsoft will release its two quarter earnings in July 19th, when Microsoft is likely to become the first technology company to earn more than $7 billion in quarterly revenue. Amazon will announce its two quarter earnings later, but cloud computing may lag behind Microsoft.
After Nadella, the head of the cloud computing leader, Microsoft was the chief executive officer of the cloud computing and cloud service transformation, and the traditional one-off commercial software sales were gradually transformed into membership models (paying monthly, packet annual costs) cloud computing, cloud service model, which led to the rapid growth of Microsoft cloud computing revenue.
According to foreign media forecasts, Microsoft cloud computing has maintained a high growth of more than 56% in the past four quarters, and the Microsoft cloud revenue will exceed $7 billion in the two quarter as long as the speed is maintained.
In the first quarter of this year, Amazon's cloud computing (external use of AWS brand) business received $5 billion 440 million in revenue, an increase of 49% over the same period last year. Compared with the $3 billion 660 million a year ago, Amazon's growth was also quite significant.
Amazon's cloud computing revenue was $4 billion 100 million in the two quarter of last year, so if the company maintained a high growth rate in the first quarter of this year, its cloud revenue in the two quarter was expected to be between $6 billion and $6 billion 100 million.
In the traditional IT era, enterprises often need to buy commercial software from companies such as Microsoft and Oracle, build an internal machine room and local network, and set up a huge professional application system.
In the era of cloud computing's popularity, enterprises can directly purchase Internet Co's application services without buying software or buying servers.
As we all know, Microsoft is the largest software company in the world. Its Office, Exchange, customer relationship management system, database and other applications have countless enterprise users all over the world. This has become a huge advantage for Microsoft to develop cloud computing business.
Forbes website pointed out that relying on the following advantages, Microsoft can continue to maintain high growth in cloud computing business.
First of all, Microsoft's cloud computing platform Azure has gradually gained the business users' view that it has become an industry computing platform that can support enterprise applications.
In the field of software cloud services, although some of Microsoft's products are not comparable to Oracle and Salesforce products, Microsoft cloud services have also grown rapidly, such as the customer relationship management system Dynamics 365, which has increased by more than 2/3 in the past four quarters. In addition, with the acquisition of white-collar social networking LinkedIn, this will also enhance Microsoft's ability to sell cloud services to business users.
Compared with Microsoft, Amazon is not a commercial software company. Amazon early developed e-commerce business in the world, and built a complete IT infrastructure such as data center. Amazon decided to share resources and provide external services to the data center, thus generating Amazon's cloud computing business. It is reported that a large number of mobile Internet Co use Amazon data center to operate APP services, so that light assets operation.