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So I'm supposed to trust an anecdotal "everyone actually uses AWS" comment over an official earnings report?
by edgyswingset 11y ago
So I'm supposed to trust an anecdotal "everyone actually uses AWS" comment over an official earnings report?
- bedhead 11y agoI dont know about ELA deals but Azure is something like 15-20% of the size of AWS based on other various data points. My BS detector also went off about their $9b run-rate comment.
- adventured 11y agoThey didn't claim Azure was at $9 billion. They said "commercial cloud." They use different terms for them, whether one thinks that is meant to be intentionally confusing is another matter. The only number they claimed on Azure, was 140% growth: "Azure revenue grew 140% in constant currency with revenue from Azure premium services growing nearly 3x year-over-year"
- deleted 11y ago[deleted]
- bitmapbrother 11y agoHe has a valid point. Steve Ballmer even called them out on their bullshit/creative Azure accounting.