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Amazon Q4 share of the cloud by Microsoft eroded to 62% of the latter's revenue doubled

via:CnBeta     time:2018/1/14 10:01:08     readed:318


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at the same time,Microsoftcloud serviceAzure share increased from 16% to 20%, Google cloud service share increased from 10% to 12%.

KeyBanc said that Microsoft's total revenue in 2017 is estimated at 96.6 billion U.S. dollars, of which Azure is likely to contribute 3.7 billion U.S. dollars. This means that Azure revenue almost doubled, in line with the revenue growth of Azure disclosed by Microsoft in recent quarters.AmazonIn the third quarter of last year, AWS's revenue growth rate was 42%.

Analysts expect Microsoft Azure's revenue growth to slow to 88% in 2018. KeyBanc's report compares the AI ​​tools of the three cloud service providers and found that Microsoft has more pre-built models than any other public cloud vendor to use in more data centers around the world .

Optimistic about the growth of Azure cloud services and Microsoft's opportunities in the AI ​​market, KeyBanc analysts raised Microsoft's target price from $ 94 to $ 106. Microsoft closed Friday at $ 89.60.

"After talking to Microsoft executives, we believe most of Microsoft revenue will come from surrounding infrastructure costs rather than the commercialization of specific AI services because AI requires centralized model training and constant inference," said Bressinger and others Analysts said in the report.


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