AWS leads in market share, but its total revenue exposure and operating margin has been declining, signaling Azure and Google Cloud's catching up. Read more here.

AI revenue riddle: Azure sees gains, ... The above chart underscores the mixed reactions from investors. ... Both AWS and Azure at this same size were growing at rates of 60%-plus.

Chart courtesy of Statista. Incidentally, AWS revenue, which was on an unhindered upward trajectory until the fourth quarter of 2022, flattened to $21.35 billion in the first quarter of 2023 ...

Normalizing Microsoft’s fiscal years into calendar years, Azure revenue goes from $55 billion to $40 billion in 2022. As such, Azure’s market share in that period drops from around 35% to 28% ...

Microsoft Azure cloud server business revenue was reportedly less than Amazon Web Services in FY22. ... they’re developing in an AWS – Azure doesn’t seem to be their choice,” Simmons said.

Before Microsoft’s earnings, the analyst noted investor expectations for fiscal 2024 second-quarter Amazon Web Service (AWS) revenue growth was 18% y/y, vs. consensus of 17.3%, Jones said.

Microsoft Azure’s revenue grew by 29 per cent in the third quarter of 2023, outpacing Amazon Web Services’ (AWS) 12 per cent growth. This marks the second consecutive quarter that Azure has ...

Ahead of Microsoft Corp's (NASDAQ: MSFT) Q4 results, Credit Suisse analyst Phil Winslow says that he expects Azure to remain the primary focus of investors, and his confidence in its growth ...

Amazon Web Services reported $29.27 billion in first-quarter revenue, missing analyst estimates and marking its third consecutive revenue shortfall, according to CNBC. Growth slowed to 17% from 18 ...

Chart courtesy of Statista. Incidentally, AWS revenue, which was on an unhindered upward trajectory until the fourth quarter of 2022, flattened to $21.35 billion in the first quarter of 2023 ...