On any Microsoft earnings day, Wall Street analysts are focused almost entirely on the Microsoft’s cloud. Hence, it’s a good time to attempt to define again what Microsoft means when it says “cloud.”
On the company’s quarterly earnings calls, Microsoft officials talk a lot about “the intelligent cloud.” In that bucket, Microsoft includes revenues from Azure (public cloud), private and hybrid server products and services. This bucket is largely products and services under the Cloud & Enterprise domain, many of which aren’t technically cloud at all, like Windows Server, SQL Server, System Center, Azure, and Enterprise Services. [1]
[1] By Mary Jo Foley for ZDNet
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