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Comment on Microsoft Cloud Strength Highlights Second Quarter Results

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This has to be inflated, I've heard of people trying azure but not actually using it. I've heard from two groups that tried it recently that there were pretty dreadful problems with unexplained outages or unexplained poor IO performance.

Inflated? It has been quarter after quarter after quarter. This isn't a new result.

It's very clearly not inflated. Azure is the #2 competitor to AWS at this point. Their quarterly results have been telling the tale of this build-up for the past two years.

AWS just grew by nearly 70%, and is quite a lot larger than Azure. It's not surprising that Azure would continue to grow so fast.

There seems to be a lot of confusion here about the Microsoft report. Nowhere in that report did they split out Azure sales, only "commercial cloud" ($9.4b annual run-rate) and "intelligent cloud" ($6.3b sales). The sole thing they were specific about regarding Azure, is 140% sales growth.

I think the point is that Microsoft's cloud services are rather more than Azure (even though Office 365 and Dynamics CRM share bits of Azure infrastructure such as AAD).

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