Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Microsoft: Cloud services demand up, prioritization rules in place

zdnet.com

Post reply on HN
Print view View original

21–30 of 275 posts

Re: Microsoft: Cloud services demand up, prioritization rules in place

#21

Post by avip »

crazygringo wrote: post #6

Wow. 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 p…

Cloud provider is not a grocery store? You can't just wake up and randomly raise prices of services.

Also lots of .gov runs on azure.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#22

Post by __blockcipher__ »

jbverschoor wrote: post #12
gruez wrote: post #10

Earlier quoted context omitted.

priced in

No it's not.. The market is not sane atm. It's 100% emotion.

What makes you think that? Have you seen a discrepancy between your projections of future cash flows and therefore your valuation, as compared to the value the market is at right now?

Re: Microsoft: Cloud services demand up, prioritization rules in place

#23

Post by hn_throwaway_99 »

gundmc wrote: post #2

Why 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?

A huge portion of this has got to be MS's own services, e.g. tons of people who normally use Office and are at work are now use Office 365 online and doing a ton more videoconferencing with Teams.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#24

Post by yurlungur »

crazygringo wrote: post #6

Wow. 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 p…

Apparently Team usage is up significantly. You can do video conferencing via Team which is one aspect that is quite different from Slack. I imagine there are some new use cases arising from that.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#25

Post by amelius »

crazygringo wrote: post #6

Wow. 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 p…

I suspect the situation is that most customers have already paid for the service, and would demand a refund if they can't reasonably use the service.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#26

Post by bobthepanda »

stefan_ wrote: post #14
crazygringo wrote: post #6

Wow. 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 p…

I don't think 1) locking in customers via proprietary APIs 2) limiting supply of resources 3) auctioning off to the highest bidder among your locked in customers was entirely the core feature of clouds. Rather, the idea was "we'll charge so much margin you never need to worry about anything physical, another machine is just an API call away". You don't need to overprovision for peak times and there is less physical s…

To be fair, a situation where every single company in the world needed to ramp up on the cloud at the same time is completely unprecedented, and spending the money to do it would've been considered a fools' errand.

If people weren't on the cloud, you'd see them scrambling for physical hardware, which also isn't exactly easy to come by on extremely short notice when the world's logistic chains are under stress as well.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#28

Post by eightysixfour »

crazygringo wrote: post #6

Wow. 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 p…

Don’t forget Xbox Live on Azure, it has had a pair of outages in the last few weeks as well.

Re: Microsoft: Cloud services demand up, prioritization rules in place

#30

Post by daxfohl »

rightbyte wrote: post #3
gundmc wrote: post #2

Why 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?

Yeah as a member of Azure networking, it's odd: HR is communicating we should do video calls for meetings instead of just audio, to keep the personal touch, and I'm wondering if that's really the best use of our bandwidth. I keep my video off anyway.
Post reply on HN