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A comment on Microsoft’s Q4 earnings and 2020 expectations. Parent comment

Re:Microsoft’s Q4 earnings and 2020 expectations by aliswe on Friday July 19, 2019 @02:36PM (#20481301)
Are you saying that Microsoft is not a central vendor for cloud? If so, how?

And about the overwhelming bulk of their revenue veing from the same sources as 20 years ago, it seems their operating revenue is 60% cloud services, admittedly a lot of that is office 365 but let's not forget azure revenue which although lumped together in statements must be huge.

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Re:Microsoft’s Q4 earnings and 2020 expectations by dwaltrip on Saturday July 20, 2019 @01:20AM (#20484321)
Huh, I just found an article [1] which puts Microsoft Azure solidly at #2, behind AWS. It's interesting, I did not realize this was the case. But I do wonder how they calculated that if Azure numbers aren't public.

[1] https://techcrunch.com/2019/07/18/azure-revenue-continues-to...

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Re:Microsoft’s Q4 earnings and 2020 expectations by dmix on Sunday July 21, 2019 @05:07PM (#20493673)
> The growth rates for FY19 were, Q1: 76%, Q2: 76%, Q3: 73% and all the way down to 64% this quarter.

Must be nice having 64% growth be a worrying number.

Microsoft went all in marketing Azure, this isn't too surprising to me. They don't mess around when they launch products/services. Their marketing to corporate CTO/CIOs is a well tuned machine.

They even tried to hit up startup devs which didn't go over as well.

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Re:Microsoft’s Q4 earnings and 2020 expectations by dijit on Monday July 22, 2019 @05:45AM (#20496529)
it's because they consider o365 part of cloud, and google didn't until this year.
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