Microsoft, Google and others ‘are making little or no impact’ on Amazon’s cloud dominance, according to an analysis of their quarterly earnings reports

Now that all of the major cloud computing vendors have published their first quarter results, cloud market researcher Synergy is tallying how each of them fared.

Most of them don’t really report their cloud computing earnings in a way that makes them easy to compare. For instance, Google bundles its cloud revenues into under the banner of “other revenues,” which includes other big units like its app store. That whole unit brought in $5.4 billion in revenue in the first quarter, up 25% year-over-year. While Sundar Pichai called Google Cloud “one of the fastest growing businesses in Alphabet,” the company didn’t give any kind of specifics.

Read: Microsoft, VMware, and Dell officially launched a new partnership that shouldn’t please Amazon

Microsoft doesn’t report revenues for its Azure cloud either, although it said that mystery number grew by 76%. Azure is part of Microsoft’s Intelligent Cloud unit, which reported $9.4 billion in revenue in Q1, but which includes other popular, multi-billion-dollar products, like its Windows Server software.

Amazon Web Services, however, does report cloud sales. Revenue grew 41% in Q1 to $7.7 billion, up from $5.44 billion a year earlier.

Big takeaways

Despite the secrecy with which some players treat their cloud revenue, market researcher John Dinsdale Synergy at Synergy Research Group has been tracking the market share of each of the major player’s cloud businesses for years.

Dinsdale is about to publish his quarterly update, and pointed out some things in the quarterly results, in an email to Business Insider.

First, even though cloud computing has become an enormous $150 billion market, when including IT spending on things related to cloud, it is still growing incredibly fast.

In Q1, the cloud market grew 42% from the same period of 2018, Dinsdale finds. That compares to full-year growth of 48% across all of 2018.

While some people may see that as glass half-full – that is to say, that growth has slowed – the lower percentage is “to be expected” as the market grows, finds Dinsdale. Enterprises are still spending more of their money on cloud every quarter.

“This is a massive market that continues to grow at an impressive rate,” Dinsdale wrote in the email.

And the report also finds that Amazon continues to own 33% of the market, the same as it was in Q1 2018—although AWS market share was tallied at 40% in the third-quarter of 2018, Dinsdale finds.

“Four of the chasing pack (Microsoft, Google, Alibaba and Tencent) all have growth rates far in excess of the overall market growth rate and are therefore gaining market share but they are making little or no impact on the market leadership of AWS,” he finds.

For the quarter, he finds

  • Microsoft’s market share stood at 16% in Q1,
  • Google’s at 8%,
  • IBM’s at 6%
  • and Alibaba’s at 5%.

Tencent is also starting to become a player to watch, Dinsdale said.

“This remains a market that is growing improbably quickly for something of this scale. The performance of AWS and some of the chasing pack is impressive. They continue to shake up the world of IT and to reinvent what is possible.” Dinsdale said.

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