AMZN, GOOG & MSFT - Cloud Giants Update

JaminBall
05-02

Cloud Giants Update:

AWS ( $Amazon.com(AMZN)$ ): $117B run rate growing 17% YoY (last Q grew 19%)

Azure ( $Microsoft(MSFT)$ ): ~$77B run rate (estimate) growing 35% YoY (last Q grew 31%)

Google Cloud ( $Alphabet(GOOG)$ $Alphabet(GOOGL)$ includes GSuite): $49B run rate growing 28% YoY (last Q grew 30%, neither are cc)

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AWS at a $117B run rate growing 17%

Quarterly YoY growth trends below.

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Quarterly net new ARR added below:

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YoY growth in quarterly net new ARR added below:

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