… Software and services together came to 17.1 percent of revenues, which works out to $425.4 million, up 20.4 percent, and if you back out software subscriptions, you get $33.3 million in the December quarter, up only 7.7 percent. …
… Microsoft doesn’t supply revenue and operating income figures for the Azure cloud directly, but we have diced and sliced its financials and figured out a way that we think accurately reflects the revenue stream from the infrastructure and platform services that make up the base Azure cloud. …
… If current growth rates persist, Google Cloud would catch AWS, with each having more than $82 billion in revenues by Q1 2029. Google can certainly afford to invest to underpin that level of cloud revenue. …
… If you strip out the edge and campus businesses, which we try to do each quarter because we want to know what is happening in the datacenter, here is what the trendline looks like for the company’s revenues and profits: After many years of projecting and modeling, and revenue guidance for both 2025… …
… We have a hard time believing that the ESMB business could be a lot more profitable than the Solutions & Services Group, which averaged 21.1 percent of revenues in the past five years, or the Intelligent Devices Group, which averaged 7.2 percent over the same term against a much larger revenue stre… …
… I have a tough time believing that OpenAI represented 55 percent of Intelligent Cloud revenues, and an even tougher time believing that OpenAI represented 68 percent of all Azure revenues. …
… And it’s really about unlocking the power of data.” Apex is Dell’s initiative to offer its entire portfolio as a service, giving enterprises a cloud-like consumption model that includes subscriptions and pay-as-you-go capabilities. …