And today's Microsoft earnings call is all up and to the right. My thoughts in this thread.
That's right, putting the Economist in Cloud Economist...
That's right, putting the Economist in Cloud Economist...
Their @azure revenue growth is 62%. The proper response to this is of course "put up or shut up." They disclose percentages, but never dollar figures:
@Azure To be very clear, Microsoft is killing it--but you don't get to claim credit for how well your cloud unit performs if you don't break it out as its own line item. I can play games with statistics all day long; name numbers!
Satya revealed that "every seven seconds, someone is hired on @linkedin." Given how craptastic LinkedIn is, what are all of those employees doing, manually routing "I WOULD LIKE TO ADD YOU TO MY NETWORK" messages by hand?
Relevant to cloud, Windows Server and SQL Server are killing it as people migrate workloads to Azure. This is reflected in their convoluted licensing scheme. I half expect that this growth is driven by salespeople straight up telling customers they have to move to Azure.
Check out the percentage breakdown. A lot of these categories get smashed together, making it hard to get meaningful data about various lines of business from the earnings. screenshots.duckbillgroup.com/frlgPOjzcY1E
It's worth noting that in after hours, Microsoft is worth over $1.2 trillion. At this point only Apple is larger. Also Saudi Aramco, but that valuation is predicated on a guy with a bonesaw "encouraging" investors to buy the IPO, so I believe that gets an asterisk.
Their entire Intelligent Cloud segment pulled in $11.869 billion for the quarter. No word yet on how their Elastic Moron Cloud fared by comparison.
It's good for Microsoft but bad for my snark that their investor documents / reports are *not* stored in an S3 bucket. Good on them for dogfooding!
They are expecting revenue drops next quarter in Office 365 and Dynamics 365 when they shut them down for 24 hours on February 29th to avoid having to rename both products.
Intelligent cloud is:
Server products and cloud services, including Microsoft Azure; Microsoft SQL Server, Windows Server, Visual Studio, System Center, and related CALs; and GitHub.
Enterprise Services, including Premier Support Services and Microsoft Consulting Services.
Server products and cloud services, including Microsoft Azure; Microsoft SQL Server, Windows Server, Visual Studio, System Center, and related CALs; and GitHub.
Enterprise Services, including Premier Support Services and Microsoft Consulting Services.
I'd *love* to see the breakdown of Github's finances. Having met @ericabrescia I'd bet a pony that her operational impact is visible from orbit.
It always blows my mind that at the end of the 10Q both the CEO and CFO sign an attestation that distills down to "if this isn't accurate I will go to federal prison." I mean, not that I'd expect them to make stuff up, but this is COMPLICATED!
All in all, if you work at Microsoft you can feel proud about how the company is doing--and that brings me to my last point.
I make fun of basically every giant company in this space. If you work for Oracle, Google, Amazon, Microsoft, IBM, etc. I want to reiterate that I'm making fun of the giant corporate entity, not you or your work. If I ever miss and make you feel crappy, please tell me.
And that's a wrap. Join me at 2:30PST tomorrow, wherein I livetweet @amazon's corporate earnings call and eagerly await my formal confirmation as AWS's new CMO.
