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Satya Nadella to Competitors: “MSFT Is #1; You Can All Fight for Runner-Up”
In today’s Cloud Wars Minute, I discuss Satya Nadella’s bold Q4 claim that Microsoft is the #1 cloud provider, leaving rivals to fight for second place.
Highlights
00:12 — Microsoft laid out a very clear, unmistakable story in Q4 that it is the biggest and right now certainly the most powerful, most influential cloud provider. CEO Satya Nadella used the opportunity of these unprecedented financial results to spread the word that, “We’re number one, and all of the other hyperscalers — Google, Oracle, and AWS — can fight for the number two spot.”
01:06 — Q4 cloud revenue was up 27% to 46.7…
The skinny
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