グーグルとアマゾンの決算にみる、それぞれのクラウドの業績や位置づけ

今回は「グーグルとアマゾンの決算にみる、それぞれのクラウドの業績や位置づけ」についてご紹介します。

関連ワード (CIO、米ZDNet編集長Larryの独り言等) についても参考にしながら、ぜひ本記事について議論していってくださいね。

本記事は、ZDNet Japan様で掲載されている内容を参考にしておりますので、より詳しく内容を知りたい方は、ページ下の元記事リンクより参照ください。


 Google Cloudの年間売上高ランレートは今や160億ドル(約1兆7000億円)に達しようとしているが、当面はGoogleの広告事業によって支えられる可能性が高い。対照的にAmazon Web Services(AWS)はAmazonの中核事業である小売事業を大きく上回る営業利益を上げている。

 Googleの親会社であるAlphabetは、同社の広告事業がクラウド事業の拡大をどの程度支えているのかということについて、2020会計年度第4四半期決算(12月31日締め)で詳細を明らかにしている。プラットフォームやインフラ、「Google Workspace」を含むGoogle Cloudは同四半期、売上高を前年同期の26億1000万ドル(約2700億円)から38億3000万ドル(約4000億円)に伸ばしたが、12億4000万ドル(約1300億円)の営業損失を計上している。

 「Google Services」の売上高は528億7000万ドル(約5兆5500億円)、営業利益は190億6000万ドル(約2兆円)となっている。

 要するにGoogleの広告事業は、同社のクラウド事業の野心、すなわちAWSとMicrosoft(「Microsoft Azure」)に次ぐ第3位よりも上を目指すという野心に力を貸すものとなっている。しかし、そのスタート地点において、Google Cloudは収益という点でGoogleの広告事業に及んでいない。ただ、サーバー機器の耐用年数を3年から4年に、またネットワーク機器の耐用年数を3年から5年に延ばして見積もった場合、2021会計年度通期の営業利益は約21億ドル(約2200億円)規模の大幅な増加が見込める可能性もあり、そうなればGoogle Cloudの業績はより良いものとなるだろう。

 2020年のGoogle Cloudの営業損失は56億1000万ドルだった。

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Former AFL-CIO President John Sweeney dies at age 86 Jeremy Lewis February 2, 2021 0 comments Home , Sports News WASHINGTON (AP) - John Sweeney, who spent 14 years steering the AFL-CIO through a time of declining union membership and rising internal dissent, has died.

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グーグルとアマゾンの決算にみる、それぞれのクラウドの業績や位置づけ - ZDNet Japan

Google Cloudの営業利益は2021年に改善する可能性もあるが、利幅は広告事業にすぐ追いつきそうにはない。一方、AWSの営業利益はアマゾン全体の収益を支える勢いだ。

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