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Azure revenue includes O365 revenue though.

Bajeezus 7y ago
We don't know Azure's exact size, but half revenue is the best analyst estimate available. Counting O365, MS cloud revenue exceeds Amazon's
solidasparagus 7y ago
I'm looking at their earning reports and that does not appear to be the case any more.
- p0rkbelly 7y ago
  https://www.marketwatch.com/story/microsoft-earnings-trounce-expectations-as-quarterly-profit-tops-10-billion-2019-10-23 https://www.marketwatch.com/story/microsoft-earnings-trounce... "Microsoft said that its “Intelligent Cloud” segment recorded revenue of $10.8 billion, higher than the average analyst estimate of $10.42 billion. Microsoft said that Azure grew by 59%; the company does not break out Azure revenue nor operating income specifically, as Amazon does with AWS." I'm sure Azure is a strong business, but, if they wanted to brag about it, why wouldn't they would break out those numbers? Intelligent cloud includes Azure + 0365 + other stuff. Google does this with GCP as well. They report Google Docs/Gmail/G Suite + GCP +other combined.
  - solidasparagus 7y ago
    100% agree about the bundling to hide ugly details, but it does not look like Intelligent Cloud includes O365 for the most recent earnings unless I'm reading this wrong [1]. Intelligent Cloud seems to include Azure, server licenses and enterprise services while O365 falls under Productivity and Business Processes. Quotes from earnings press release: "Revenue in Productivity and Business Processes was $11.1 billion and increased 13% (up 15% in constant currency), with the following business highlights: - Office Commercial products and cloud services revenue increased 13% (up 15% in constant currency) driven by Office 365 Commercial revenue growth of 25% (up 28% in constant currency) - Office Consumer products and cloud services revenue increased 5% (up 6% in constant currency) with continued growth in Office 365 Consumer subscribers to 35.6 million" "Revenue in Intelligent Cloud was $10.8 billion and increased 27% (up 29% in constant currency), with the following business highlights: - Server products and cloud services revenue increased 30% (up 33% in constant currency) driven by Azure revenue growth of 59% (up 63% in constant currency) - Enterprise Services revenue increased 7% (up 8% in constant currency)" [1] https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q1/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q1...

We don't know Azure's exact size, but half revenue is the best analyst estimate available. Counting O365, MS cloud revenue exceeds Amazon's

solidasparagus 7y ago

I'm looking at their earning reports and that does not appear to be the case any more.

p0rkbelly 7y ago
https://www.marketwatch.com/story/microsoft-earnings-trounce-expectations-as-quarterly-profit-tops-10-billion-2019-10-23 https://www.marketwatch.com/story/microsoft-earnings-trounce... "Microsoft said that its “Intelligent Cloud” segment recorded revenue of $10.8 billion, higher than the average analyst estimate of $10.42 billion. Microsoft said that Azure grew by 59%; the company does not break out Azure revenue nor operating income specifically, as Amazon does with AWS." I'm sure Azure is a strong business, but, if they wanted to brag about it, why wouldn't they would break out those numbers? Intelligent cloud includes Azure + 0365 + other stuff. Google does this with GCP as well. They report Google Docs/Gmail/G Suite + GCP +other combined.
- solidasparagus 7y ago
  100% agree about the bundling to hide ugly details, but it does not look like Intelligent Cloud includes O365 for the most recent earnings unless I'm reading this wrong [1]. Intelligent Cloud seems to include Azure, server licenses and enterprise services while O365 falls under Productivity and Business Processes. Quotes from earnings press release: "Revenue in Productivity and Business Processes was $11.1 billion and increased 13% (up 15% in constant currency), with the following business highlights: - Office Commercial products and cloud services revenue increased 13% (up 15% in constant currency) driven by Office 365 Commercial revenue growth of 25% (up 28% in constant currency) - Office Consumer products and cloud services revenue increased 5% (up 6% in constant currency) with continued growth in Office 365 Consumer subscribers to 35.6 million" "Revenue in Intelligent Cloud was $10.8 billion and increased 27% (up 29% in constant currency), with the following business highlights: - Server products and cloud services revenue increased 30% (up 33% in constant currency) driven by Azure revenue growth of 59% (up 63% in constant currency) - Enterprise Services revenue increased 7% (up 8% in constant currency)" [1] https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q1/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q1...