TU IS
Summary
- AWS leads in market share, but its total revenue exposure and operating margin has been declining, signaling Azure and Google Cloud’s catching up.
- Azure surpasses AWS in both revenue growth and market share growth, gaining significant weight in the total revenue mix and positioning itself to capitalize on the AI revolution.
- While Google Cloud has prioritized profitability and demonstrated healthy top-line growth, its market share is still relatively low compared to Azure and AWS.
Microsoft Azure vs. AWS vs. Google Cloud
Cloud computing has become increasingly important to enterprise companies due to the massive wave of demand in generative AI, especially since the debut of ChatGPT in November 2022. I’ve seen many medias are craving to discuss the top three cloud vendors lately, namely Amazon.com, Inc. (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT). Under this AI revolution, investors want to forecast the future market leader in cloud computing. We will analyze these three companies in terms of their market share history, revenue growth, and profitability in their respective cloud divisions.
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