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Microsoft finally reveals a pure revenue number for its Azure cloud computing business. Here's how that compares with AWS.
We have a meaningfully larger business in the AWS segment than others,” CEO Andy Jassy said during the company’s Q2 2025 ...
AWS represents a small part of Amazon’s total revenue, but it is a key driver of profits, typically accounting for about 60% ...
Microsoft significantly exceeded earnings expectations for the June quarter and disclosed its standalone annual Azure revenue ...
Alphabet's Q2 2025 results highlight Google Cloud's growth, strong margins, and valuation. Click here to read why I rate GOOG ...
Amazon said that its operating profit could come in as low as $15.5 billion in the current quarter, which would be a more than 10% decline from the same period a year earlier. Amazon shares fell ...
The CMA determined that "competition is not working well" and has shared recommendations to solve the situation. An independent CMA panel found the cloud services market to be “highly concentrated,” ...
Amazon's second-quarter cloud revenue growth was good, but it wasn't Microsoft or Google Cloud good. And that put the tech ...
Contrarian investing isn't about opposing the crowd. It's finding value where others overlook. Click here to see 3 cyclical ...