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> "Ten years later, Azure makes Microsoft most of its money." Well, no, not yet. Microsoft doesn't break out Azure separately. It's usually included in their "
by tedyoung 6y ago
> "Ten years later, Azure makes Microsoft most of its money."
Well, no, not yet. Microsoft doesn't break out Azure separately. It's usually included in their "Intelligent Cloud", which is the largest segment, but that also includes SQL Server (a big money maker), Windows Server, GitHub, and other stuff. "Commercial Cloud" revenue (which is all the cloud portions of their products, from Azure to Office 365 Commercial) was $51.7Bln of $143Bln overall. So yes, Azure makes a lot of money, but not "most".
- jpalomaki 6y agoAlso, Azure is running on Windows. While majority of VMs may be running on Linux, the hosts are running Windows. I would assume Microsoft sees competitive advantage in using their own OS and hypervisor.
- gpm 6y agoMicrosoft is talking about swapping out the windows portion of their azure stack for Linux. Still running their own hypervisor, but with Linux as the "dom0" controlling it.
- scarface74 6y agoWill this meme ever die that Cloud revenue includes Office 365? Office is part of “ Productivity and Business Processes” not “Intelligent Cloud”. https://www.cnbc.com/2019/10/23/microsoft-msft-earnings-q1-2020.html https://www.cnbc.com/2019/10/23/microsoft-msft-earnings-q1-2...
- Analemma_ 6y ago> Microsoft doesn't break out Azure separately ... "Commercial Cloud" revenue (which is all the cloud portions of their products, from Azure to Office 365 Commercial) I'm begging people, please stop repeating this. Microsoft has been reporting O365 revenue separately from Azure revenue for like five years now.
- mr_toad 6y agoWhichever way you spin it, Microsoft isn’t making much money from desktop Windows licenses. And if they did move to Linux you’d still need CALs for all the proprietary stuff on top, so it’s unlikely they’d be losing much, if any money by doing this.