[Judgmentality]

I don't know for sure, but I'd guess MS Office makes up most of the revenue for their cloud offerings. Honestly I think their cloud is mostly a service to push MS Office harder, and they seem to be doing quite well for that.

[former-aws]

My point is every cloud vendor needs to break up revenue by IaaS, SaaS, and PaaS. Each one looks strong and bad across segments and hence such a breakup will never happen. But saying AWS or MSFT is #1 misses the dominant segment where they are leading, hides where they are struggling, and gives an incorrect impression.