What Microsoft's Financial Disclosures Reveal About Azure's Market Position

Breaking Analysis with Dave Vellante

In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting.
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Microsoft recently updated its Azure financial reporting, aligning with AWS to better reflect consumption-based revenue, which led to increased growth rates but lowered overall revenue due to the removal of slower-growth segments such as enterprise mobility and security and Power BI per-user pricing.
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AI services now contribute significantly to Azure's growth, with up to 11% in the most recent quarter, driving investor confidence. However, this change also highlights that Azure’s market share had been overstated in prior reports. As Microsoft positions itself as a leader in AI, this shift is expected to push competitors to disclose their AI revenue, intensifying market competition.
Read the full article https://siliconangle.com/2024/10/16/microsofts-financial-disclosures-reveal-azures-market-position/
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