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There are a few comments on this thread about people disputing microsofts cloud revenues. I've got no extra intel or inside knowledge, however what I am seeing
by apapli 10y ago
There are a few comments on this thread about people disputing microsofts cloud revenues. I've got no extra intel or inside knowledge, however what I am seeing in the market suggests to me MSFTs cloud numbers are probably near to what they claim.
I lead sales and marketing at a small Microsoft partner. Even though we are an edge case we haven't lost a deal against salesforce.com for quite a while, and I am hearing similar reports from other established Microsoft partners here in Australia.
The combination of Dynamics CRM Online / Dynamics365 with the broader stack (BI, office365, azure) is extremely compelling to businesses.
And at a third of the price of salesforce licensing all we needed to have done was equal them to win the deals.
As Microsoft goes up look out for salesforce going down. They did a great job and set the gold standard, but the market has caught up and overtaken them now.
- mrebus 10y agoI've been trying to find Microsoft azure sales for years. As it is cool tech but could never figure out is it was actually selling. This report is no better in its obfuscation. First they state 12bil annualized run rate, ie they made 1 billion in june their best month. then they say "we are on track to achieve $20 billion in commercial cloud annualized revenue run rate in fiscal year 2018.". why not say actual revenue but that's just me. but the kicker is I suspect that a large chunk of this revenue is office 365. and can office 365 really be considered new revenue source and not just a migration from other office sales.
- apapli 10y agoI'd say it's both a new revenue source and migration. But what is wrong about that?