Pears to apples absolutely. It is an interesting observation, but for most of cases, which I am aware of, big companies are using Office365 and, probably, Dynamics, which automatically makes them the Azure customer and ticks the "Migrate to cloud" box at IT presentations to the boards. AWS, on the other hand, is being used primarily for either proprietary AWS technology, or just simple EC2s, which are very slow to be moved over to the clouds by the big companies.