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Microsoft Azure Sales Top $1 Billion, Challenging Amazon

bloomberg.com

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Re: Microsoft Azure Sales Top $1 Billion, Challenging Amazon

#5
post #2

There is absolutely, positively, certifiably no way this is even close to true. Did the people are bloomberg even look at Microsoft's figures, or were they too busy counting the cash MS sent over?

You massively underestimate enterprise/corporate use.

Re: Microsoft Azure Sales Top $1 Billion, Challenging Amazon

#6
post #2

There is absolutely, positively, certifiably no way this is even close to true. Did the people are bloomberg even look at Microsoft's figures, or were they too busy counting the cash MS sent over?

It seems pretty reasonable to me. If Msft makes $1 billion on 20% of the market, and Amzn makes $3.8 billion (high-end analyst estimate) with 71% of the market, the math roughly matches.

Re: Microsoft Azure Sales Top $1 Billion, Challenging Amazon

#7
post #2

There is absolutely, positively, certifiably no way this is even close to true. Did the people are bloomberg even look at Microsoft's figures, or were they too busy counting the cash MS sent over?

It seems pretty reasonable to me. If Msft makes $1 billion on 20% of the market, and Amzn makes $3.8 billion (high-end analyst estimate) with 71% of the market, the math roughly matches.

I think those market share numbers are suspicious.. according to rackspace they had 1.3b in sales of private cloud and public cloud services in 2012: http://ir.rackspace.com/phoenix.zhtml?c=221673&p=irol-ne...

So either the total is more than 100% market share for the 3, or those numbers or wrong.

Edit: added "in 2012" for rackspace financials

Re: Microsoft Azure Sales Top $1 Billion, Challenging Amazon

#10

Earlier quoted context omitted.

It seems pretty reasonable to me. If Msft makes $1 billion on 20% of the market, and Amzn makes $3.8 billion (high-end analyst estimate) with 71% of the market, the math roughly matches.

I think those market share numbers are suspicious.. according to rackspace they had 1.3b in sales of private cloud and public cloud services in 2012: http://ir.rackspace.com/phoenix.zhtml?c=221673&p=irol-ne... So either the total is more than 100% market share for the 3, or those numbers or wrong. Edit: added "in 2012" for rackspace financials

I'd agree, most of these numbers are "fuzzy" and based on analyst estimates; I'd almost be more surprised if they DID perfectly add up to 100%. :-)
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