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> Cloud- MS will beat them in 3 years (which doesn't mean they will lose customers but growth will slow down )

Is this actually true? I thought MS bundled a bunch of "office 365" stuff in with "cloud" to boost their numbers.

Debunked earlier by an MS employee, no less, on HN itself

Can you link to that please?

It wasn't debunked, what you said was correct. Microsoft does not break out Azure's sales or operating income numbers, it's all reported together with the other cloud products. All they reveal each quarter is Azure's growth rate.

Actually, they used to bundle O365 and Azure numbers together, but it's been broken out for at least a year or two: https://www.microsoft.com/en-us/Investor/earnings/FY-2020-Q1...

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