Comment by romanovcode
18 days ago
I mean, it's a very nice speech but why is Microsoft failing everywhere except Azure? Doesn't seem like outstanding results to me.
18 days ago
I mean, it's a very nice speech but why is Microsoft failing everywhere except Azure? Doesn't seem like outstanding results to me.
Microsoft's revenue was $281.7 billion for the last year, up 15% on the previous year. Revenue from Azure was > $75 billion. Doesn't seem like a failing company to me.
https://www.microsoft.com/investor/reports/ar25/index.html
Surely Azure is failing too, it's easily the worst cloud option. We have a few clients who run APIs on Azure and for all of them I've had to write special systems to monitor and handle the API falling over.
Agreed, but for some reason they get a lot of enterprise clients and make millions of them.
> it's easily the worst cloud option.
are you including Oracle in that?
I stand corrected. I'd forgotten they even have one!
> failing everywhere except Azure
Azure is a failure once you factor in the concentration risk of their customer portfolio. Most of the revenue comes from maybe 10 companies. OpenAI alone is ~50% of future commitments.