- Microsoft’s Azure is growing at extraordinary rates with YoY growth rates of approximately 50%-60%.
- The Total Addressable market (TAM) is thought to be ~$3.7T (by high-ranking insiders) where so far only about 3% has been addressed by players.
- Microsoft is outperforming its competitors in growth rates and is poised to continue with this pace.
- Recent moves by companies to embrace Cloud - specifically Azure - due to COVID will drive revenue upwards at what might be better-than-expected rates.
- The upcoming earnings should show this continued move in revenue and increases gained by Azure, specifically with regards to COVID-related moves.
For further details see:
Microsoft Azure Will Propel The Company's Earnings And Stock