Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
22 Jul 2024 Acquired Microsoft Volume II
“I think that is both, especially in the early days when Microsoft and Satya was hyping up how much cloud revenue the company was doing, being able to report the legacy server business as part of that revenue helped a lot.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 22 Jul 2024
- Publisher
- Acquired
- Episode
- Microsoft Volume II
Transcript context
…Intelligent Cloud includes SQL Server and Windows Server. These are big legacy businesses. I think that is both, especially in the early days when Microsoft and Satya was hyping up how much cloud revenue the company was doing, being able to report the legacy server business as part of that revenue helped a lot. On the other hand, the counter argument to that is this is actually Microsoft’s competitive advantage versus AWS. Totally agree.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.