One of the funniest statements I’ve read in a bit.
What could they learn? How to fire everyone from Q/A and botch every update?
Apple's missing out on a huge growth segment (cloud) is what's funny. That's what they could learn instead of throwing billion$ at a failed autonomous car project.
Last quarter:
https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1/press-release-webcast
- Office commercial products and cloud services revenue increased 17% (up 16% in constant currency) driven by Office 365 commercial revenue growth of 36% (up 35% in constant currency)
- Office consumer products and cloud services revenue increased 16% (up 17% in constant currency) with continued growth in Office 365 consumer subscribers to 32.5 million
Revenue in Intelligent Cloud was $8.6 billion and increased 24% (up 24% in constant currency), with the following business highlights:
- Server products and cloud services revenue increased 28% (up 28% in constant currency) driven by Azure revenue growth of 76% (up 76% in constant currency)
1st Quarter 2019:
https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q1/intelligent-cloud-performance
Intelligent Cloud
- Revenue increased $1.6 billion or 24%.
- Operating income increased $794 million or 37%.
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4th Quarter 2018:
https://www.microsoft.com/en-us/Investor/earnings/FY-2018-Q4/intelligent-cloud-performance
Intelligent Cloud
- Revenue increased $4.8 billion or 18%.
- Operating income increased $2.4 billion or 26%.
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3rd Quarter 2018:
https://www.microsoft.com/en-us/Investor/earnings/FY-2018-Q3/intelligent-cloud-performance
Intelligent Cloud
- Revenue increased $1.2 billion or 17%, including a favorable foreign currency impact of 2%.
- Operating income increased $506 million or 24%, including a favorable foreign currency impact of 3%.
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2nd Quarter 2018:
https://www.microsoft.com/en-us/Investor/earnings/FY-2018-Q2/intelligent-cloud-performance
Intelligent Cloud
- Revenue increased $1.0 billion or 15%, primarily due to higher revenue from server products and cloud services.
- Operating income increased $541 million or 24%, primarily due to higher gross margin, offset in part by higher operating expenses.
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1st Quarter 2018:
https://www.microsoft.com/en-us/Investor/earnings/FY-2018-Q1/intelligent-cloud-performance
Intelligent Cloud
- Revenue increased $825 million or 14%, primarily due to higher revenue from server products and cloud services.
- Operating income increased $360 million or 20%, primarily due to higher gross margin, offset in part by higher operating expenses.