The most important numbers in Microsoft's earnings release yesterday, imho: "Commercial cloud revenue grew 114% driven by Office 365, Azure and Dynamic CRM Online, and is now on an annualized revenue run rate of $5.5 billion"; tangentially, from The Man Behind IBM’s Cloud-Based Campaign (WSJ), "Robert LeBlanc, a 33-year Big Blue veteran, was named the leader of a new dedicated cloud unit in early January. He reports directly to CEO Virginia Rometty, overseeing cloud-related businesses that IBM says are generating about $7 billion in annual revenue—a target the company reached a year earlier than it expected—and growing at a 60% clip."
FY15 Q2 - Press Releases - Investor Relations - Microsoft
FY15 Q2 - Press Releases - Investor Relations - Microsoft
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