Satya Nadella says Microsoft Cloud tops $100 billion revenue; analysts ‘unhappy’

Recently, Microsoft announced that its Azure cloud revenue has exceeded one hundred billion dollars. Despite this impressive milestone, the tech giant continues to withhold crucial financial details from its investors. This opacity raises questions about the genuine profitability and capital intensity of Azure. In contrast, competitors like Amazon offer more detailed segment-level financial reports, leading shareholders to call for enhanced transparency regarding Microsoft's cloud and AI divisions.