this post was submitted on 16 Jun 2025
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They're probably not pivoting but in FY2023 Azure made up 38% of their revenue, followed by Office 365 at 23%. That's a lot of cloud service revenue.
Is it sustainable? Honestly, it might. They sell a lot of stuff under the Azure umbrella and corporations lap that shit up. (Seriously; my employer is about ready to hire consultants to come up with additional eggs they can put in that particular basket.)
Here's my source; I couldn't be arsed to look it up in MSFT's statements directly.