Microsoft finally gives Azure a price tag, and it’s not cheap
A long-awaited number reveals the scale of Microsoft's cloud dominance.
The story
Microsoft disclosed Azure's revenue as $33.2 billion for the July–September quarter, up 48% year-over-year, outpacing Google Cloud's $30.7 billion but growing slower than Google's cloud revenue.
Source: techcrunch.com
Our reading
Microsoft finally put a number on Azure’s revenue, and it’s a $33.2 billion check that’s probably been sitting in the bank for a while. The company has always been cagey about the exact figure, preferring to talk about growth percentages, but now that it’s out, it’s like a kid finally showing their math homework after weeks of saying ‘it’s fine, I got it.’
this is supposed to make investors feel more confident, but instead, it just makes them realize how much they’ve been guessing all along. If Microsoft can’t be specific about its cloud revenue, how can anyone trust the rest of the numbers? It’s like a chef finally revealing the recipe, only to find out it’s just salt and pepper.
Now that the numbers are out, the real race begins—though it’s unclear if anyone actually cares about the race, or just the numbers themselves.
