They just reported it’s up 98% but how much revenue does it generate? If it’s only 300 million then it’s easy to double but if we’re talking a billion or more then that’s great. So does anyone know the revenue from Azure?
Many internal services like Office and Bing need to pay and use Azure. Are these counted as Azure revenue? For example, 1. Customer A pays $100 to Office 365. 2. Office 365 pays $30 to Azure. In this case, Office revenue is $100 while Azure revenue is $30, which means Microsoft total revenue is $1...Read more
https://youtu.be/gFD80--Vn2g Sneaky MS :-) no wonder they never release Azure revenue numbers separately in quarterly financial reports
Disclaimer: I don't know the internal numbers of Azure revenue. The estimation is solely based on the public official annual report (10-K). Microsoft didn't publish the revenue of Azure directly, but it didn't completely hide it either. Annual report actually gave sufficient info to estimate it eas...Read more
https://cloudwars.co/cloud-wars-top-10-vendors-world/
why not reveal Azure numbers standalone? what are you scared of ? what are you hiding? still need businesses of the ballmer era like windows and SQL to inflate Azure numbers for wall St.???
Recession canceled
Yes, $MSFT invested $10B in OpenAI because they will get that $10B back in Azure revenue & the losses stay on OpenAI books, so the market will love it. #ChatGPT
Low pay, Slow work, 20 hr/week job, Rest/vest culture, Hiring freeze, Potential layoffs .... Makes me wonder : Is Google the new Microsoft (bloated, old tech ― Ads revenue like Microsoft had OS as their revenue until Azure, Balmer = Pichai, ....) TC - 350k
https://www.youtube.com/watch?v=ZOIkOnW640A Watch first 20 minutes. He dispels all the BS of Microsoft so elegantly and succinctly. Glad that he called out the "EA revenue" being counted as Azure revenue.
As far as I know, Amazon makes major revenues from 2 things: prime membership and AWS. All products like Prime Video are bundled into Prime Membership revenue so let’s ignore products footprint. Retail margin is thin and AWS seems to lack moat these days (Azure and GCP catching up). Given this, I ...Read more
I think MSFT bundles Azure and office 365 products together in their earnings report so I don’t really know the revenue. Which cloud provider do you think is second in terms of revenue? #azure #GCP #google #cloud #microsoft
Why do you think Azure doesn’t provide more details on Azure revenue? They always talk about percentage of growth vs numbers in $B. Do most people assume they give so many Azure credits when buying Office 365 or other services that the revenue is much lower than people assume? Amazon of course br...Read more
I remember Meta crashing to $80 a year ago due to a couple things. On Blind, this is what people said * TikTok will eat Meta’s lunch * Lawsuits * Facebook is no longer used by younger gen * Reality Labs with 0 revenue but 6 billion loss * WhatsApp 0 revenue Due to the above reasons, I did not buy....Read more
AWS is at $40B annual revenue, Azure $20B and Google $10B in 2019. What will happen? How do you think the distribution would be in 3, 5 and 10 years?
Numbers are out. GCP revenue up +44% while Azure up +48% despite GCP has a much smaller base. GCP also is not profitable. Has Google lost the cloud war already?
Here is the math. BQ + Azure DWH + Redshift + Snowflake + Databricks revenues are less than $12B. The entire DWH market is less than $100b of market size (10% of total cloud TAM roughly). How do you have a little Snowflake valued at $60b? You can't. So the dog and pony show of we are hiring we are h...Read more
All growth rates are year-over-year Duration adjusted backlog growth = Backlog divided by average life (in years) of backlog Duration adjusted backlog was 85% of revenue in 2019 Today, it is 150% of revenue How can duration adjusted backlog for AWS grow faster than revenue for so long? Yoe 10 TC 350...Read more
Msft throws around a growth percentage every quarter and not revenue. Seems like azure has a loong way to go before it looks like a respectable #2
Microsoft is being most diversified company amongst big 4 i.e. Google,Apple and Amazon. However, Amazon has only 14% dependency on AWS and generated revenue is almost 65B$ whereas MS has 35% dependency on Azure and generated revenue is around 52B$ If some big client moved to another cloud from Azure...Read more