In a surprise move Alphabet reported Google Cloud revenue for the first time as part of its fourth quarter 2019 earnings release today.

The company reported its Google Cloud business — this covers all of its cloud computing efforts — generated $8.92 billion in revenue for the full year and $2.61 billion in the fourth quarter alone. For comparison, Google Cloud brought in $5.84 billion in revenue in fiscal 2018, and $1.71 billion in the fourth quarter of that year.

On his first earnings call as CEO of both parent company Alphabet and Google, Sundar Pichai credited the company’s public cloud, Google Cloud Platform (GCP), for this growth.

“Google Cloud ended 2019 at a more than $10 billion run rate, up to 53% year on year, driven by significant growth in GCP,” Pichai said. “The growth rate of GCP was meaningfully higher than that of cloud overall, and GCPs growth rate accelerated from 2018 to 2019.”

This is significant because Alphabet has long ignored investors’ pleas to report Google Cloud earnings as a separate line item. Typically it lumps these cloud services along with phones and other hardware into its “Other” revenue column. The closest it has come was back in July, when on the company’s second quarter 2019 earnings call Pichai said Google Cloud reached an $8 billion annual run rate and planned to triple its sales force “over the next few years.”

Alphabet spent 2019 investing heavily in Google Cloud in an attempt to win enterprise customers and steal market share from the top two cloud providers Amazon Web Services (AWS) and Microsoft Azure. To that end, Google Cloud CEO Thomas Kurian hired several long-time executives away from his former company Oracle as well as from Nutanix and SAP. It also spent billions of dollars on startups and cloud data centers, moved into enterprise on-premises data centers, and added services intended to appeal to enterprise customers.

These investments appear to be paying off, and Google doesn’t have any plans to slow down. “Given our position as a challenger, we’re investing aggressively, focused on building out our go-to-market capabilities, executing against our product roadmap, and extending the global footprint of our infrastructure focused on 21 markets and six industries,” CFO Ruth Porat said on the Alphabet earnings call.

While Google’s making gains, however, its competitors are, too. Both Amazon and Microsoft reported their earnings last week, and “hit the ball out of the park with their quarterly numbers,” tweeted John Dinsdale, chief analyst and research director at Synergy Research Group.

For comparison: Amazon’s fourth-quarter 2019 public cloud revenue exceeded Google Cloud’s full-year revenue. AWS reported $9.95 billion in Q4 sales, which grew 34% compared to last year.

No. 2 cloud provider Microsoft doesn’t disclose Azure-specific revenue, but it did report its public cloud revenues grew 62% in the quarter.