Microsoft: Cloud services demand up, prioritization rules in place
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Re: Microsoft: Cloud services demand up, prioritization rules in place
#2Why would Microsoft be disproportionately affected by this? Are we expecting similar decrees from AWS and GCP? Or was Microsoft operating with less runway before this began?
Re: Microsoft: Cloud services demand up, prioritization rules in place
#3Why would Microsoft be disproportionately affected by this? Are we expecting similar decrees from AWS and GCP? Or was Microsoft operating with less runway before this began?
"Rampant" work from home with Office 365 I guess. I guess most of the load is all these Team video calls and VPN services?
Re: Microsoft: Cloud services demand up, prioritization rules in place
#4Why would Microsoft be disproportionately affected by this? Are we expecting similar decrees from AWS and GCP? Or was Microsoft operating with less runway before this began?
Office 365 runs on Azure in the same regions other workloads do (There's probably some replication going on behind the scenes too, since you don't pick your instance), so I'd bet that tons of new Office 365 subscriptions in the past month are what is causing this, not people deciding to lift-and-shift their app workloads because of the virus. Teams adoption has probably shot way up too.
Re: Microsoft: Cloud services demand up, prioritization rules in place
#5Why would Microsoft be disproportionately affected by this? Are we expecting similar decrees from AWS and GCP? Or was Microsoft operating with less runway before this began?
Office 365 runs on Azure in the same regions other workloads do (There's probably some replication going on behind the scenes too, since you don't pick your instance), so I'd bet that tons of new Office 365 subscriptions in the past month are what is causing this, not people deciding to lift-and-shift their app workloads because of the virus. Teams adoption has probably shot way up too.
Usage went up 40% last week:
https://www.theverge.com/2020/3/19/21186452/microsoft-teams-...
Re: Microsoft: Cloud services demand up, prioritization rules in place
#6Wow.
First of all, I'm curious to what proportions this is driven primarily by remote office work (O365), videoconferencing streaming, recreational video streaming (does Disney+ run on Azure?), or what.
But second... I'm fascinated by the concept of prioritization rules in place rather than simply raising prices. I wonder if it "looks bad" to raise prices, or if the vast majority of customers already have locked-in prices contractually so that raising prices has little effect. But I'd always thought that with AWS's spot pricing and so forth, that auction-style dynamic pricing was a core feature of clouds.
Re: Microsoft: Cloud services demand up, prioritization rules in place
#7Why would Microsoft be disproportionately affected by this? Are we expecting similar decrees from AWS and GCP? Or was Microsoft operating with less runway before this began?
[deleted]
Re: Microsoft: Cloud services demand up, prioritization rules in place
#8Why would Microsoft be disproportionately affected by this? Are we expecting similar decrees from AWS and GCP? Or was Microsoft operating with less runway before this began?
I imagine companies are flocking to Microsoft's virtual desktop solutions more than AWS or Google. It is the most well-known provider among managers who need to make a snap decision right now on how to have people work from home, if I had to guess.
Re: Microsoft: Cloud services demand up, prioritization rules in place
#9Time to buy MS stock.
Re: Microsoft: Cloud services demand up, prioritization rules in place
#10Time to buy MS stock.
priced in