View Post

Microsoft JEDI Win Gets Cancelled, Amazon Gets Another Chance and Hello JWCC

In Technology News by Shelly KramerLeave a Comment

Futurum’s Shelly Kramer shares insights on the cancellation of Microsoft’s DOD JEDI contract win, how Amazon’s tenacity paid off, and how changing times mean changing cloud needs for the government. Which is where the Joint Warfighter Cloud Capability (JWCC), a multi-cloud/multi-vendor Indefinite Delivery-Indefinite Quantity (IDIQ) contract, comes in.

View Post

Microsoft Beat Earnings, Smashes Revenue Estimates

In Technology News by Daniel NewmanLeave a Comment

Microsoft beat earnings and smashed revenue estimates in today’s earnings report. While a big deal was made by some of the Azure slowdown in growth, that is to be expected. Microsoft is a company that has momentum. For investors, they are a company that no matter how high the price of the stock goes, it’s hard to bet against them over the long term. I believe the Azure business will settle in and continue double-digit growthI do expect the Azure business to settle in and continue its significant double-digit growth, but hey, 40-70% YoY is a number everyone should feel good about.