Microsoft is catching up in the field of cloud computing, but the gap with Amazon is still too big.

category:Internet
 Microsoft is catching up in the field of cloud computing, but the gap with Amazon is still too big.


NetEase news April 28th news, according to the CNBC website, the first quarter of this year, Microsoft continued to encroach on Amazons leading position in the cloud infrastructure market, but the gap between the two is still huge. SynergyResearchGroup, a market research agency, released data on Friday that the first quarter of the Amazon cloud technology service AWS accounted for 33% of the cloud infrastructure market, flat in the same period of the same period last year. The cloud infrastructure market includes primitive computing and storage, running application services and hosting private cloud services. In the first quarter of this year, Microsofts share in the cloud infrastructure market jumped from 10% a year ago to 13%, while Google increased from 5% to 6%. At the same time, Amazons market share dropped by one percentage point. The three companies announced the first quarter earnings this week and outperformed analysts expectations, highlighting their cloud business expansion as a driving force for the overall growth of the company. After Amazons announcement, investors were still very optimistic about the company, prompting its share price to rise 3.6% on NASDAQ on Friday and to raise the cumulative increase to 35% this year. In order to make better use of its cloud business, Microsoft has recently launched a new round of organizational change, allowing the vice president of the company, Scott Guthrie (ScottGuthrie) to master more resources, which oversees the development of cloud business Azure. On Friday, market research company Canalys published research similar to SynergyResearchGroup, showing that although Amazon AWSs share in the cloud infrastructure market remained above 30%, Microsofts cloud business Azure has made significant progress over the past year, while Google has also slightly increased its share. Of the three companies, Amazon is the only company to disclose sales data of its cloud computing business. The company said Thursday that AWS revenue in the first quarter was $5 billion 440 million, an increase of 49% over the same period last year. Microsoft said that in the third quarter of fiscal 2018 ending March 31st, the revenue of Azure cloud business grew by 93% over the same period last year. Analysts at KeyBanc, a market research firm, estimated that Azures third quarter revenue was $1 billion 760 million, while RaymondJames analysts from another market research company expected the data to be $2 billion 50 million. One thing to note is that the growth of cloud computing may have a more significant impact on Microsofts overall profitability, because Azures profitability is lower than Microsofts traditional software products. On Thursdays conference call, Microsoft chief financial officer AmyHood (AmyHood) said, by 2019, you will see some pressure on the gross interest rate in this field, but the revenue will increase substantially. (Liu Chun)