I dont know about ELA deals but Azure is something like 15-20% of the size of AWS based on other various data points. My BS detector also went off about their $9b run-rate comment.
They didn't claim Azure was at $9 billion. They said "commercial cloud." They use different terms for them, whether one thinks that is meant to be intentionally confusing is another matter.
The only number they claimed on Azure, was 140% growth:
"Azure revenue grew 140% in constant currency with revenue from Azure premium services growing nearly 3x year-over-year"
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So I'm supposed to trust an anecdotal "everyone actually uses AWS" comment over an official earnings report?
I dont know about ELA deals but Azure is something like 15-20% of the size of AWS based on other various data points. My BS detector also went off about their $9b run-rate comment.
They didn't claim Azure was at $9 billion. They said "commercial cloud." They use different terms for them, whether one thinks that is meant to be intentionally confusing is another matter.
The only number they claimed on Azure, was 140% growth:
"Azure revenue grew 140% in constant currency with revenue from Azure premium services growing nearly 3x year-over-year"
He has a valid point. Steve Ballmer even called them out on their bullshit/creative Azure accounting.