Interesting summary of Microsoft’s cloud growth in comparison to Amazon. Microsoft’s Cloud growth is impressive. However, the vast majority of revenue can be attributed to Office 365.
While Microsoft’s Azure is growing faster than Amazon Web Services, there’s no exact way to tell if the gap is actually narrowing between the two companies. AWS added $1 billion in business year over year last quarter, which might be more than Azure’s total business in the same period. AWS is profitable, bringing in $687 million in net income last quarter; it remains unknown if Azure is profitable.
Motley Fool article: Can Microsoft Catch Up to Amazon in Cloud Computing?