Microsoft's Azure cloud is now bigger than the Windows: analyst - Business Insider

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A Piper Sandler analyst says that Microsoft's Azure cloud is now bigger than the Windows business for the first time ever, as the CFO says that she sees 'more opportunity' for Azure than even a few quarters ago

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While the execs on the call didn't directly respond to the assertion, Microsoft chief financial officer Amy Hood said the cloud opportunity is just getting started. Bracelin has yet to respond to a request to share how he arrived at this conclusion, but in 2018, he said While the Microsoft execs on the call didn't directly respond to Bracelin's assertion, chief financial officer Amy Hood took the chance to highlight how the company sees the opportunity for Azure only growing.

Furthermore, Hood said, she says that despite Azure's relative maturity in the market, there's still plenty of room to grow. "I do think it's, frankly, early innings even in places where people think it seems to be nearer the end," she said.

 

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All cloud applications have just accelerated with remote work. Unfortunately, data is now more vulnerable. Cybersecurity will also accelerate. Cloud apps still have their flaws and weak points. Looking at you, box. You have one that is currently turning companies off and away.

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