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I know there are warnings around how much confidence to place in SeekingAlpha reports, but this one seems worth airing. This shows Azure now almost neck and neck with AWS. And there have been other recent reports that AWS is slowing down. If the analysis is correct, Amazon may soon have to share its cloud crown with MSFT or even worry it might be bumped into second place.
Thanks for the link, it was excellent, including the comments. May I suggest a book "Machine Platform Crowd". I'm just starting to test(6 figure tests) some theories using margin where if it works there will be a 99% plus spread.
I know there are warnings around how much confidence to place in SeekingAlpha reports, but this one seems worth airing. This shows Azure now almost neck and neck with AWS. And there have been other recent reports that AWS is slowing down. If the analysis is correct, Amazon may soon have to share its cloud crown with MSFT or even worry it might be bumped into second place.
One of the limitation of comparing AWS and Azure is Microsoft doesn't release the actual Azure revenue number. To make some analysis based on profit growth rate or booking growth rate without knowing Azure's quarterly and yearly revenue details can be misleading.
