Amazon.com Breaks Out AWS Cloud Revenues for First Time in Q1 Report

The Amazon.com (AMZN) quarterly earnings announcement yesterday featured something cloud computing watchers have been awaiting for quite a while. The company broke out its cloud computing Amazon Web Services (AWS) revenues for the first time for the quarter ending March 31, as well as breakouts by quarter for all of 2014 and an annual AWS breakout for 2013. Here are the details.

For Q1 2015, Amazon reported AWS net sales of $1.566 billion, a 49 percent increase over the same quarter a year ago. Amazon also broke out AWS net sales for the four quarters of 2014, and the percentage increase for each of them over the previous year’s quarter. Here they are:

Q1 2014
Net sales: $1.050 billion, a 69 percent increase.
Operating expenses, $805 million.
Operating income, $245 million.

Q2 2014
Net sales: $1.005 billion, a 43 percent increase.
Operating expenses, $928 million.
Operating income, $77 million.

Q3 2014
Net sales: $1.169 billion, a 43 percent increase.
Operating expenses, $1.071 billion.
Operating income, $98 million.

Q4 2014
Net sales: $1.420 billion, a 47 percent increase.
Operating expenses, $1.180 billion.
Operating income, $240 million.

For the full year ending 2014, AWS had net sales of $4.644 billion, reporting segment operating expenses of $3.984 billion for a segment operating income of $660 million.

For the full year ending 2013, AWS had net sales of $3.108 billion, reporting segment operating expenses of $2.435 billion and segment operating income of $673 million.

Amazon.com’s total net sales for Q1

Just to frame those quarterly amounts for you, Amazon’s total net sales for Q1 grew to $22.72 billion, a 15 percent increase over the same period a year ago. Operating income increased to $255 million in Q1, up 74 percent from last year’s first quarter. 

Net loss was $57 million in the first quarter, or 12 cents per diluted share, compared with net income of $108 million, or 23 cents per diluted share, in the first quarter of 2014.

Bezos talks AWS growth

“Amazon Web Services is a $5 billion business and still growing fast — in fact it’s accelerating,” said Jeff Bezos, founder and CEO of Amazon.com, in a prepared statement.

Click here for Talkin’ Cloud’s Top 100 CSP list

AWS Premiere Partner and managed cloud services provider (CSP) Cloudnexa CEO Joel Davne said that those who label infrastructure-as-a-service (IaaS) as a commodity are wrong. “Today’s blockbuster earnings are further evidence of AWS’ cloud domination,” he said. “… [Amazon continues] to innovate at warp speed with Amazon Elastic File System and Amazon Machine Learning services announced earlier this month.”

Cloudnexa’s vNOC

Earlier this month Cloudnexa announced the general availability of its next generation vNOC cloud management platform which it said allows customers to automate and consolidate management of all their cloud environments on a single view with real-time reporting. The company made the announcement in conjunction with the AWS Summit on April 9.