Arista has been telling the world how Azure and Microsoft are not growing. The spend on new orders is significantly lower for many quarters and JEDI is not gonna make material difference. Satya for all his financial engineering of the stock price cant save Microsoft’s partners business and the truth about Azure will tumble out from more partners. VMware already has given up on the Azure joke. The partners need to cut their losses... https://www.cnbc.com/2019/10/31/arista-anet-reports-q3-earnings-stock-drops.html
How so?
James Philips from Microsoft just announced that their azure data centers are larger than both Google and AWS combined.
Lmao
Not a sketch announcement at all
What about Azure standalone revenue and profit? Can we get the truth and separate O365, Windows , SQL revenues from Azure to tell the truth? Arista is the largest and primary networking provider for Azure. If they don’t see business from Microsoft then what Satya and his stooges tell us does not add up.
That’s a great question!
Azure is growing. I am seeing Azure’s popularity more than ever. My take from given url .... some sort of guidance to Arista was improper.
Cisco earnings call today confirmed enterprise spending is way down and no $$ to burn on IT forget spending $$ and resources on cloud by enterprises. The only workload or services in cloud are using free credits and the cloud bubble is made up of massive stock buyback, offshore asset liquidation, targeted layoffs, low hikes and benefits cuts, count non cloud revenues as cloud..... https://apple.news/Agsl9bZEnSyKb_KN38sJBMg
How's Cisco's system sales being down an indicator of low spending on Cloud? Aren't these two inversely correlated: Enterprise IT spend on traditional network hardware vs Enterprise spending on cloud
Agree with this - private and public data center businesses are inverses if each other
https://news.crunchbase.com/news/why-this-vc-thinks-were-heading-for-a-cloud-slowdown/ Definite slowdown but mainstream paid media does not want to talk about it yet.
So what You are saying is - Microsoft azure growth is BS ?
Looks like it