Microsoft’s Azure Re-Acceleration

As Microsoft reported the latest earnings, the market was positioned for a slowdown. Azure had just posted 39% growth in Q2, and the prevailing expectation was a familiar pattern: base effects would kick in, capacity would normalize, and growth would step down in line with a maturing cloud cycle. Instead, Azure re-accelerated to 40%.

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As Microsoft reported the latest earnings, the market was positioned for a slowdown.

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