If that revenue figure for "cloud" includes Office 365 and Dynamics CRM Online in addition to Azure then it wouldn't surprise me that they are seeing incredible growth - a lot of large organizations are moving across to Office 365.
as the azure numbers are specified it would seems the figures are different i.e.
"Server products and cloud services revenue grew 10% in constant currency" (office 365 I guess)
"Azure revenue grew 140% in constant currency with revenue from Azure premium services growing nearly 3x year-over-year" (actual azure it would seem)
Comments
If that revenue figure for "cloud" includes Office 365 and Dynamics CRM Online in addition to Azure then it wouldn't surprise me that they are seeing incredible growth - a lot of large organizations are moving across to Office 365.
as the azure numbers are specified it would seems the figures are different i.e. "Server products and cloud services revenue grew 10% in constant currency" (office 365 I guess)
"Azure revenue grew 140% in constant currency with revenue from Azure premium services growing nearly 3x year-over-year" (actual azure it would seem)