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Neither of them are straight forward with what cloud revenue actually means. If I recall correctly, Microsoft includes SQL Server in cloud revenue. The only peo
by rubiquity 4y ago
Neither of them are straight forward with what cloud revenue actually means. If I recall correctly, Microsoft includes SQL Server in cloud revenue. The only people on the planet that can tell you Azure's actual revenue work at Microsoft and the only people on the planet that can tell you GCP's actual revenue work at Google.
- smachiz 4y agoFrom the presentation: "Microsoft Cloud includes Azure and other cloud services, Office 365 Commercial, the commercial portion of LinkedIn, Dynamics 365, and other cloud properties."
- propogandist 4y agodoes Github roll up under "other cloud properties"?
- smachiz 4y agoYour guess is as good as mine, but I would assume yes for any revenue they generate.
- metaphor 4y agoSpecifically, the earnings call slides[1], slide 5/22 footnote. [1] http://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/SlidesFY23Q1.pptx?version=00ec54ed-6971-fa1f-b680-85c3f9d48197 http://view.officeapps.live.com/op/view.aspx?src=https://c.s...
- ss108 4y agoThe "commercial portion of LinkedIn" counts as cloud?
- sofixa 4y agoSo they include Office 365 licenses for the Office suite, GitHub and who knows what else.