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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...

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...