Summary: Microsoft confirmed on its 4Q16 earnings call that Azure revenue was up 93% y/y in 4Q16. As noted above, we’ve backed in to the actual revenue number without it being disclosed. It is around $800m (please ask us for a short one-page report with all the exact numbers). Notably, Microsoft confirmed that Azure compute usage more than doubled, which speaks to uptake. Office 365 revenue also showed strong growth (up 47%), while Dynamics (including Dynamics 365) grew 7%.
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