Profits in the Clouds

When you look at one of the major earnings themes over the past 12-18 months for Microsoft, Google, and Amazon specifically you observe the incredible growth in revenue from their cloud services businesses. I had made the remark on Twitter, that Microsoft will be case study in missing a major platform and still executing a turnaround. One of the major things driving Microsoft forward is their cloud platform and it is one of the biggest parts of the bull case for Microsoft.

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Ben Bajarin

Ben Bajarin is a Principal Analyst and the head of primary research at Creative Strategies, Inc - An industry analysis, market intelligence and research firm located in Silicon Valley. His primary focus is consumer technology and market trend research and he is responsible for studying over 30 countries. Full Bio