back to article See you around, Larry: AWS is our new Oracle, says Microsoft's Nadella

Amazon's cloud service AWS has replaced Oracle and VMware as Microsoft's chief rivals, the Windows giant's CEO Satya Nadella has said. In a conference call with analysts to discuss its Q2 2017 financials, Microsoft executives said their margins were fat enough to fend off AWS and other cloud competitors. Nadella said: "Even …

  1. dbannon

    Wow, I bet ...

    Larry Ellison is breathing a sigh of relief over that !

  2. Anonymous Coward
    Anonymous Coward

    It seems like AWS and Azure are ships passing in the night. Azure is overwhelming Microsoft workload, Windows, SQL, .NET, etc. AWS is overwhelmingly everything else. Google Cloud is AWS largest competitor for those open source workloads. If you look at the unicorn start ups, they are nearly 100% either Google Cloud or AWS, for example. Microsoft is in their Microsoft world. I know you can run Linux and OSS on Microsoft, but why would you... unless you had 90% MSFT workload and 10% Linux, just for convenience.

    1. Anonymous Coward
      Anonymous Coward

      Downvotes, but no arguments? Absolutely true, latest figures I have seen are that 85% of Azure workload is Windows platform. It makes sense. Why would anyone put open source on Azure instead of AWS (or GCP)?... Do you really think MSFT is indifferent as to whether you are running Windows/MS SQL or Linux/My SQL, Postgre, other OSS databases/stores? Over time they will attempt to pull those Linux workloads on to MSFT proprietary tech after they have people embedded... unless you think they are not in business to make money.

  3. Anonymous Coward
    Anonymous Coward

    MSFT's largest challenge is going to be when their Windows/Office businesses start waning. Enterprise moves at a snail's pace, but eventually it will come close to mirroring the consumer market.

  4. Anonymous Coward
    Anonymous Coward

    Microsoft still not disclosing Azure revenue numbers-Why?

    While Microsoft continues to claim significant revenue increases with Azure, they still won't disclose the actual revenue #'s? Hmm..why is that? So they can hide what the reality is? Interesting that the press don't seem to care that Microsoft doesn’t disclose actual IaaS, SaaS and PaaS revenues. Maybe you are on the payroll too? Perception = reality

    1. Anonymous Coward
      Anonymous Coward

      Re: Microsoft still not disclosing Azure revenue numbers-Why?

      Probably because a lot of it is replacement revenue for on prem. Not so much growth as move revenue from one category to another. O365 is certainly almost all replacement revenue for on prem purchases.

  5. Anonymous Coward
    Anonymous Coward

    microsoft's non-stop struggle to remain relevant...

    So Microsoft thought their competitors were Oracle and VMWare.... kind of explains why they got their arses whooped by Google and Apple.

    And VMWare is about 1000x better than that cack Hyper-V.

    1. Anonymous Coward
      Anonymous Coward

      Re: microsoft's non-stop struggle to remain relevant...

      True, funny that MSFT is elevating themselves... having not beaten Oracle at DB and having been lapped by VMware at hypervisor. The army of MSFT admins will still push for Azure though.

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