Public cloud winners take all
It’s earnings season for the public cloud vendors and the chatter over who’s winning is heating up. Microsoft was first, reporting 64 percent growth on a base that no one outside of Microsoft seems to know (though Forrester is projecting $10 to $11 billion in 2019). Some observers, like former Windows chief Steven Sinofsky, doubt the number can possibly be “impressive” or Microsoft would break out Azure revenue. Others speculate that whatever the Azure number is, it likely includes a fair amount of “hybrid cloud” mixture of on-premises and in-the-cloud services.