[p0rkbelly]

https://www.marketwatch.com/story/microsoft-earnings-trounce...

"Microsoft said that its “Intelligent Cloud” segment recorded revenue of $10.8 billion, higher than the average analyst estimate of $10.42 billion. Microsoft said that Azure grew by 59%; the company does not break out Azure revenue nor operating income specifically, as Amazon does with AWS."

I'm sure Azure is a strong business, but, if they wanted to brag about it, why wouldn't they would break out those numbers? Intelligent cloud includes Azure + 0365 + other stuff.

Google does this with GCP as well. They report Google Docs/Gmail/G Suite + GCP +other combined.

[solidasparagus]

100% agree about the bundling to hide ugly details, but it does not look like Intelligent Cloud includes O365 for the most recent earnings unless I'm reading this wrong [1]. Intelligent Cloud seems to include Azure, server licenses and enterprise services while O365 falls under Productivity and Business Processes. Quotes from earnings press release:

"Revenue in Productivity and Business Processes was $11.1 billion and increased 13% (up 15% in constant currency), with the following business highlights:

- Office Commercial products and cloud services revenue increased 13% (up 15% in constant currency) driven by Office 365 Commercial revenue growth of 25% (up 28% in constant currency)

- Office Consumer products and cloud services revenue increased 5% (up 6% in constant currency) with continued growth in Office 365 Consumer subscribers to 35.6 million"

"Revenue in Intelligent Cloud was $10.8 billion and increased 27% (up 29% in constant currency), with the following business highlights:

- Server products and cloud services revenue increased 30% (up 33% in constant currency) driven by Azure revenue growth of 59% (up 63% in constant currency)

- Enterprise Services revenue increased 7% (up 8% in constant currency)"

[1] https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q1...