2 ms·
They very carefully don't actually tell us in their quarterly report. Microsoft is not new to the stock market, wall street, or making things seem different tha
by zamnos 3y ago
They very carefully don't actually tell us in their quarterly report. Microsoft is not new to the stock market, wall street, or making things seem different than they are, so O365 revenue isn't actually broken out from Azure revenue, so we just have to guess, based on our biases, which component is doing better vs GCP, and buy stock based on that analysis.