4 ms·
3.3 b earnings in a quarter. Most of which is from cloud I believe? They don't break down. Shopping- Walmart is catching up (but will probably not beat. It's a
by rustjava 7y ago
3.3 b earnings in a quarter. Most of which is from cloud I believe? They don't break down.
Shopping- Walmart is catching up (but will probably not beat. It's a lossy business for Amazon I believe and as people realize the counterfeit problem the business goes down )
Cloud- MS will beat them in 3 years (which doesn't mean they will lose customers but growth will slow down )
Other areas they have tough competition.
I'm beginning to wonder if it's a stock bought by faithful.
- xur17 7y ago> Cloud- MS will beat them in 3 years (which doesn't mean they will lose customers but growth will slow down ) Is this actually true? I thought MS bundled a bunch of "office 365" stuff in with "cloud" to boost their numbers.
- rustjava 7y agoDebunked earlier by an MS employee, no less, on HN itself
- xur17 7y agoCan you link to that please?
- adventured 7y agoIt wasn't debunked, what you said was correct. Microsoft does not break out Azure's sales or operating income numbers, it's all reported together with the other cloud products. All they reveal each quarter is Azure's growth rate.
- jyrkesh 7y agoActually, they used to bundle O365 and Azure numbers together, but it's been broken out for at least a year or two: 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...
- deleted 7y ago[deleted]
- adventured 7y ago> 3.3 b earnings in a quarter. Most of which is from cloud I believe? They don't break down. They break out enough: "AWS generated revenue of $10 billion in the fourth quarter, up 34% from a year earlier. Operating income grew 19% to $2.6 billion."
- kgwgk 7y agoMost of the $3.3bn are also from the US retail business: $1.9bn.