Microsoft, Amazon 또는 Alphabet: 누가 클라우드 경쟁에서 앞서가고 있는가?(2024.11.02)

2024.11.02

Microsoft, Amazon or Alphabet: Who Is Winning the Cloud Race?

Microsoft, Amazon or Alphabet: Who Is Winning the Cloud Race?

*Microsoft, Amazon 또는 Alphabet: 누가 클라우드 경쟁에서 앞서가고 있는가?

 

As cloud computing transforms the digital landscape, industry giants Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) dominate the race with their respective cloud platforms—Azure, AWS, and Google Cloud. Each company has invested heavily in AI, data storage, and innovative technologies to attract business clients and capture greater market share. Today, Amazon leads the group in cloud market share with 31% of the market, then Microsoft with 20% followed by Alphabet with 12%.

 

클라우드 컴퓨팅이 디지털 환경을 변화시키면서, 업계 거대 기업인 Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL)이 각각의 클라우드 플랫폼인 Azure, AWS, Google Cloud를 통해 경쟁을 주도하고 있습니다. 각 회사는 비즈니스 고객을 유치하고 더 큰 시장 점유율을 확보하기 위해 AI, 데이터 저장소, 혁신적인 기술에 많은 투자를 해왔습니다. 현재 클라우드 시장 점유율에서는 Amazon이 31%로 선두를 달리고 있으며, 그 뒤를 Microsoft가 20%로, 그리고 Alphabet이 12%로 따르고 있습니다.

 

According to Synergy Research Group, in the third quarter of 2024, spending on global cloud infrastructure services surged by $15.7 billion, or 23%, over the same period in 2023, reaching over $84 billion for the quarter ending September 30. Over the last year, revenue from cloud infrastructure services hit $313 billion, underscoring the intense competition in this sector. Despite its massive scale, the cloud market continues to expand rapidly, with year-over-year (YoY) growth accelerating for the fourth straight quarter.

 

Synergy Research Group에 따르면, 2024년 3분기 글로벌 클라우드 인프라 서비스에 대한 지출은 전년 동기 대비 157억 달러(23%) 증가하여 9월 30일로 마감된 분기에 840억 달러를 초과했습니다. 지난 1년간 클라우드 인프라 서비스에서 발생한 매출은 3,130억 달러에 달해 이 분야의 치열한 경쟁을 보여줍니다. 거대한 규모에도 불구하고 클라우드 시장은 빠르게 확장 중이며, 연간 성장률은 4개분기 연속 가속화되고 있습니다.

 

All three of these stocks reported earnings this week, with the results of their cloud services segments under the microscope. Amazon and Alphabet had positive reactions to their earnings results, while Microsoft saw some selling following its meeting. All companies had very positive results though, beating sales and earnings estimates. Also notable, Amazon stock has outperformed the market year-to-date (YTD), while Alphabet is about in line with market performance and Microsoft below.

 

이번 주에 이 세 기업 모두 실적을 발표했으며, 각사의 클라우드 서비스 부문 성과가 주요 관심사였습니다. Amazon과 Alphabet은 실적 발표 이후 긍정적인 반응을 얻은 반면, Microsoft는 발표 후 다소 매도가 발생했습니다. 그러나 모든 기업이 예상 매출과 수익을 웃도는 긍정적인 성과를 보였습니다. 주목할 점은 Amazon 주식이 연초 대비(YTD) 시장을 초과하는 성과를 보였고, Alphabet은 시장 성과와 비슷한 수준을 유지했으며, Microsoft는 시장 대비 부진한 성과를 기록했다는 것입니다.

 

아래는 2023년12월29일 기준 3개사와 S&P500과 상승률 비교 그래프.

아마존과 구글의 S&P성과를  앞섰고 마이;크로소프는 뒤진 것을 알 수있다.

 

 

AMZN, GOOGL and MSFT Earnings Revisions

Amazon, Alphabet, and Microsoft have each made significant strides in cloud computing, but their earnings revision trends and growth forecasts tell slightly different stories. Both Amazon and Microsoft currently hold a Zacks Rank #3 (Hold), indicating a relatively flat earnings revision trend. On the other hand, Alphabet has a Zacks Rank #2 (Buy), suggesting a more favorable outlook driven by recent upward revisions to its earnings estimates.

 

**AMZN, GOOGL 및 MSFT 실적 수정**

Amazon, Alphabet, Microsoft는 각각 클라우드 컴퓨팅에서 중요한 진전을 이루었지만, 실적 수정 추세와 성장 전망은 약간 다른 이야기를 보여줍니다. Amazon과 Microsoft는 현재 Zacks 순위 #3 (보유)를 유지하고 있으며, 이는 실적 수정 추세가 비교적 평탄함을 나타냅니다. 반면, Alphabet은 Zacks 순위 #2 (매수)를 보유하고 있어 최근 실적 추정치의 상향 조정에 힘입어 더 긍정적인 전망을 보여줍니다.

 

Looking at long-term earnings growth projections, Amazon stands out with an anticipated annual growth rate of 27.2% over the next three to five years led by AWS. Alphabet’s expected growth rate of 17.6% per year reflects its continued growth in cloud services, YouTube and now self-driving with Waymo, while Microsoft, expected to grow at 14.7% annually, showcases steady gains in both its cloud and software offerings, including Azure and Office 365.

 

 

장기 실적 성장 전망
Amazon은 AWS에 힘입어 향후 3~5년간 연평균 성장률 27.2%가 예상되며, 장기 성장 전망에서 두드러집니다. Alphabet은 클라우드 서비스, YouTube, 그리고 자율주행 부문인 Waymo의 성장을 통해 연간 17.6%의 성장이 예상됩니다. Microsoft는 Azure와 Office 365를 포함한 클라우드 및 소프트웨어 부문에서의 꾸준한 성과를 통해 연간 14.7%의 성장이 기대됩니다.