[topicseed]

Both, but small company. But I agree with you, although thry are slowly attracting very large accounts — thanks to discounts surely, but at least they get some names, which will get some names as ROI. Well worth the huge discounts, if it all pans out.

[mathattack]

I assume over the long haul they will be the low cost producer. They need to learn to sell and support in a higher touch manner to bring in the large corporates.

[karpodiem]

This is why Azure is outpacing AWS/GCE.

[relaunched]

Microsoft's Enterprise sales force is second to none and they are clearly the number 2 in the cloud space. However, shifting office365 (a SAAS offering) to be reported as cloud revenue is disingenuous.

[ksec]

I wouldn't say second to none as Oracle's Enterprise sales force are better, and likely much better rewarded.

However if you combine the whole package, from sales, product, after sales services, etc. Microsoft is so far ahead of AWS, and Google doesn't know anything about human interaction / Sales.

[relaunched]

I'll give you that.

[zeusk]

It runs on Azure, ties in with Azure AAD, Microsoft Dynamics 365, Microsoft Graph, and is offered as part of "Microsoft 365".

What's so disingenuous about that?

[relaunched]

Cloud is generally accepted as a series of P / IAAS offerings, where clients are paying for infrastructure. Office365 is a SAAS offering, where clients are paying for software that does something, that happens to be hosted in the cloud. In the context of Microsoft's, Google's, Amazon's cloud businesses, Microsoft is comparing apples & oranges to everyone else's oranges.

[zeusk]

Cloud is literally any service or offering that is hosted and served over network from 1st party DCs. Office365 meets that requirement quite well.

Also, SaaS is part of cloud[0].

[0] https://en.wikipedia.org/wiki/Software_as_a_service