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Not sure what the article is counting, but at least in the Q1 earnings call[0] Office 365, Dynamics, etc. are separate: [0]: https://www.microsoft.com/en-us/In
by phillipcarter 8y ago
Not sure what the article is counting, but at least in the Q1 earnings call[0] Office 365, Dynamics, etc. are separate:
[0]: https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1...
(Disclaimer: I work for microsoft)
- alexeldeib 8y agoI'm also an MS employee. Are you sure no Office service revenue is included? I assumed from the size of the gap they must be piling it in. If not, that leaves an even larger unaccounted-for gap between Azure and the claimed 24 billion. Under C+E, the last time they tipped the hand on cloud revenue it was ~18 billion with about a third from Azure AFAIK. To me, that is woefully misleading to compare us on 1:1 terms with AWS.