What Microsoft's Financial Disclosures Reveal About Azure's Market Position
Breaking Analysis with Dave Vellante - Podcast autorstwa SiliconANGLE - Soboty
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In this Breaking Analysis, Dave Vellante, chief analyst at theCUBE Research, reviews the changes Microsoft made to its financial reporting with a special focus on Azure impacts. He shares how it affects the cloud data and gives his thoughts on Microsoft’s AI reporting.Follow theCUBE's live event coverage https://www.thecube.net/Microsoft recently updated its Azure financial reporting, aligning with AWS to better reflect consumption-based revenue, which led to increased growth rates but lowere...
