http://www.fastcompany.com/3056077/fast-feed/microsofts-bet-on-the-cloud-is-paying-off
"But during the earnings call, Nadella and other Microsoft execs stressed the success of the company's cloud computing platform, Azure, and productivity software, Office 365—both of which showed significant growth. Azure's revenue jumped 140%, while Office 365 expanded by 70% and now boasts 20.6 million consumer subscribers.
Since Microsoft reports its Azure revenue within what it calls the Intelligent Cloud division, it's unclear how much Azure, in particular, raked in; the cloud unit as a whole, however, brought in $6.3 billion, a 5% increase from last year. Same goes for Office 365, which falls under the umbrella productivity category that drew $6.7 billion in revenue (a 2% decrease).
Amazon—which also presented its earnings this afternoon—revealed today that its competing cloud computing product, Amazon Web Services, is seemingly growing at a slower rate than Microsoft's product, despite being the industry leader. The service brought in $2.4 billion in revenue, up 69% from last year."
My comment: If the Intelligent Cloud revenue improvement of $600M is solely due to Cloud, and the rest of that groups performance was flat, then Microsoft's Cloud business is now about $1B, having increased from $428M. Could this be true? It has to be something on that order. If Azure is so big, why not report the revenue # directly?
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