Cloud computing spending in the first quarter of 2021 reached $ 41.8 billion, up 35% year-on-year, according to the latest figures from analyst firm Canalys. No surprise, however, to expect from the ranking of the largest providers of cloud computing services: Amazon Web Services (AWS) is still in the lead, with a share of 32% of spending, followed by Microsoft Azure with 19%, and Google Cloud with 7 %. The distribution of market shares between the three companies remains unchanged from last quarter.
Still, the health crisis has strongly favored the cloud giants, which have experienced strong growth due to the acceleration of digital transformations in companies, thanks to the movement of applications to the cloud, as well as the consolidation of data centers. . Amazon recorded revenues of around $ 54 billion this year, with quarterly sales growth of 32% year-on-year. AWS contributed $ 4.16 billion to Amazon’s operating income.
This week, Microsoft also reported commercial cloud revenue of $ 17.7 billion for the third quarter of its lagged fiscal year, up 33% from the previous year. Revenue from Azure, the cloud arm of Microsoft, grew by 50%.
A year of all records
For the first time, cloud spending topped $ 40 billion in the first quarter of 2020, while cloud spending topped $ 40 billion and growth has indeed accelerated, albeit at a slower pace than in 2018. In addition, total spending increased by almost $ 11 billion compared to last year and by almost $ 2 billion compared to the fourth quarter of 2020.
Canalys attributes Microsoft’s growth to its investments in the software-defined hybrid cloud implementation of the Azure Arc control plane, Azure Synapse for data analytics, and AI Platform. Azure AI Platform is part of the newly formed Digital Transformation Platform group at Microsoft.
For its part, Google Cloud announced this week that it achieved a turnover of 4.047 billion dollars in the first quarter of 2021, an increase of 46% compared to the previous year. It still posted an operating loss of $ 974 million, compared to a loss of $ 1.73 billion in the same quarter last year. Canalys notes that Google Cloud has benefited from the cross-selling of consumer storage Google One, as well as its focus on industry-specific solutions, machine learning, analytics and data management.
According to Canalys, this growth is not over, far from it. “While 2020 has seen large-scale cloud infrastructure spending, most business workloads have yet to transition to the cloud,” says Blake Murray, research analyst at Canalys. “Cloud migration and spending will continue as customer confidence increases through 2021. Large projects that were delayed last year will resurface, while new use cases expand the addressable market. “
Note that all these trends will be found during Cloud Week Paris, of which France is a partner, and which will take place on May 18, 19 and 20.