[romanovcode]

I mean, it's a very nice speech but why is Microsoft failing everywhere except Azure? Doesn't seem like outstanding results to me.

[andyjohnson0]

Microsoft's revenue was $281.7 billion for the last year, up 15% on the previous year. Revenue from Azure was > $75 billion. Doesn't seem like a failing company to me.

https://www.microsoft.com/investor/reports/ar25/index.html

[drcongo]

Surely Azure is failing too, it's easily the worst cloud option. We have a few clients who run APIs on Azure and for all of them I've had to write special systems to monitor and handle the API falling over.

[romanovcode]

Agreed, but for some reason they get a lot of enterprise clients and make millions of them.

[Quarrelsome]

> it's easily the worst cloud option.

are you including Oracle in that?

[drcongo]

I stand corrected. I'd forgotten they even have one!

[bob1029]

> failing everywhere except Azure

Azure is a failure once you factor in the concentration risk of their customer portfolio. Most of the revenue comes from maybe 10 companies. OpenAI alone is ~50% of future commitments.