33% growth in quarterly sales of’cloud infrastructure’ affected by COVID-19

The cloud infrastructure market grew rapidly in the previous quarter as countless countries around the world have closed offices and more companies rely on the cloud. Not long ago, Microsoft, Google, and Amazon Big 3 reported their accounts, but as expected, the numbers are positive. According to a research report by Synergy Research, the sales growth rate was 33% compared to the same period of the previous year, and the total amount was close to $33 billion.

Synergy Research said growth was expected, but the growth in 3Q was somewhat unexpected. Total sales increased by $2.5 billion in the previous quarter, up year-on-year growth. This is unusual for a large market, but it is clear that Corona 19 has had a significant impact on the market.

Amazon, for example, grew 29% year-on-year with sales of $11.6 billion. Although Amazon’s growth slows in the cloud market, it has a fairly stable market share of 33%, and growth may not be as important compared to the sales it maintains. Amazon’s sales are almost twice that of its rival, Microsoft.

Microsoft Azure sales increased 48% year-on-year. Although it has slowed a bit, it has secured a solid second place with a market share of 18%. Of the total sales of $33 billion in the quarter, Microsoft sales were $5.9 billion, up from $5.2 billion in the previous quarter.

Google announced $3.4 billion in cloud revenue, but this includes not only infrastructure, but software revenues like G Suite. According to Synergy Research, the market share was 9% and sales were $2.98 billion, up from $2.7 billion in the previous quarter. In addition, Alibaba and IBM both ranked fourth with 5%. All sales are $1.65 billion.

Another market research firm, Canalys, also revealed that it recorded a total sales of $36.5 billion at a 33% growth rate, similar to Synergy Research. The ranking is the same, but the market share is slightly different, followed by Amazon 32%, Microsoft 19%, Google 7% and Alibaba 6%.

Canalis believes that growth will continue in the future, and among them, hybrid cloud will meet new technologies such as 5G and edge computing to drive growth. All three companies are working with mobile operators to deploy their own cloud stacks at the edge of the operator’s data center, which can be said to be part of an overall move that benefits 5G services among enterprise customers. At the same time, it is also expected to become a business opportunity in the cloud field when it changes the IT infrastructure of mobile communication service providers. Related information can be found here .