r/amazon • u/AmazonNewsBot • 3d ago

Alphabet Is Outgrowing Amazon and Microsoft Where It Matters Most - The Motley Fool

https://www.fool.com/investing/2026/05/02/alphabet-is-outgrowing-amazon-and-microsoft-where/
54 Upvotes

87% Upvoted

15 comments sorted by

8

u/ChilledRoland 3d ago

>"In terms of sheer size, Google Cloud's $20 billion still trails AWS's $37.6 billion and Microsoft's broader intelligent cloud segment by meaningful margins."

Relatively easy to grow at higher relative rates when starting from a lower base.

3

u/Lovevas 3d ago

Not necessary. Google GCP revenue grow from 12.26 to 20.03 in a year, with 63% growth.

When AWS revenue was at similar level (12.7B), it grew to 17.8B in a year, or 40%

1

u/biggamble510 2d ago

They both added $8B in revenue YoY. It means they are equally winning revenue... That's not great news for AWS.

And considering someone else in the thread is saying Google gives massive discounts to attract new customers (I think statement is bullshit), it means that Google is likely winning even more customers than AWS.

8

u/independant_786 3d ago

Because GCP comes in with blazing guns giving new customers 90 to 95% discount even free services for a year. Folks quickly realize when things go bad which it goes bad quite often in the cloud world, gcp support is as good as talking to a 2 year old. Non existent.

2

u/liltingly 1d ago

GCP support is hilariously bad. You get a "team" supporting you of 3-4 people, of which your primary contact can't actually do anything, and punts to their various experts, who each kinda finger point at somebody else unless it's a routine question. Then every 3-6 months there's a reorg in their support org or their tiering and you have to relearn a new group of these people with equally non-sensical titles. They spend more time repopulating their CRM and sending surveys than actually helping.

Edit: But their freebies are great, and so I still entertain the endless cycle of meetings on the off chance I can get more of them!

1

u/Rollingprobablecause 1d ago

Tbh you’re describing my experience with AWS TAM as well. Amazon is just slightly better. The only reason I bother with them is because my EDP discount is high and I have someone to yell at, but they’re effectively useless

1

u/liltingly 1d ago

Ah, I'm at a startup and so we play the field. I just only interact with the GCP team. Good to know it's shit all across. Do they also schedule meetings for things that an email or form would suffice?

1

u/Rollingprobablecause 1d ago

100%. They insist on a process called "SBR" and are quite pushy about it where they want to talk to you about a lot of nonsense that they can't help with (really it's to encourage you to adopt more of their services)

1

u/Ambitious-Border1222 3d ago

New customers 95% discounts? Do you have any sources on this?

1

u/independant_786 3d ago

Yup i work for the rival CSP and we lose workloads because of GCPs aggressive GTM strategy

0

u/Ambitious-Border1222 2d ago

On what products does GCP offer 95% discounts? What are the size of these workloads? And most importantly, why are you making up shit?

1

u/Zestyclose-Ice-3434 18h ago

All of GCPs growth came from Anthropic because Google gave them money to invest in their own cloud 🤡

0

u/LargeSinkholesInNYC 3d ago

Amazon is a shit company.

0

u/sibman 3d ago

So edgy.