Between The Numbers: How AWS, Microsoft And Google Stack Up After Earnings Calls


Microsoft has long maintained rapid growth in its Azure business, but the software giant's cloud market share gains are coming at the expense of smaller players, and not doing much to chip away at Amazon's first-mover lead.

Once again achieving better than 90 percent year-over-year expansion in the last quarter -- something Microsoft has done consistently in recent years -- does keep the pressure on Amazon Web Services, and makes up for anemic growth in Microsoft's on-premises server business.

Microsoft Azure now owns 10 percent of the overall market for public cloud and hosted private cloud infrastructure, according to Synergy Research.

"The driver of a lot of it is net new" demand such as Internet of Things workloads, Microsoft CEO Satya Nadella said during the company's earnings call. "IoT was not a workload on the old server world."