One of the best resources for finding out the way a company is really running its business is its customers.
That’s what J.P. Morgan analyst Mark Murphy did to gauge how Microsoft Corp.’s commercial cloud clients are doing and also the outlook for the next 12 to 24 months.
Commercial cloud makes up about just six percent of the company’s revenue, however it stands out as a result of powerful growth trajectory of more than 100 percent on about US$5 billion in revenue. Clearly, that segment will be critical in defining the next chapter for Microsoft.
Despite these impressive numbers, how is the company really doing?