Microsoft Azure

Argus remains concerned with the "large hole" in Microsoft Corporation (NASDAQ: MSFT)'s product line left by the slow demise of the Windows phone. "Without a clear mobile strategy, Microsoft again risks falling behind nimbler competitors," analyst Joseph Bonner wrote in a note. Argus reiterated its...

Amid a fierce battle for supremacy in video advertising dollars, Google (Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)), has bought Anvato. Anvato provides a software platform that fully automates the encoding, editing, publishing and secure distribution of video content across multiple platforms....

The latest data from TickerTags indicates that Amazon.com, Inc. (NASDAQ: AMZN) might have more competition in the cloud services business than investors realize. TickerTags monitors social media sites to identify trends by searching for words and phrases that appear together in social media content...

Credit Suisse sees two challenges for Rackspace Hosting, Inc. (NYSE: RAX), and slashed its price target by $2 to $20 after the company reported mixed first-quarter results. Analyst Sitikantha Panigrahi said the cloud service company would find it difficult to retain its existing public cloud...

In a new report, Macquarie analyst Ben Schachter discussed Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG)’s major push into cloud computing. Macquarie believes Google’s GCP is a good position to make an aggressive run at cloud market leaders Amazon.com, Inc. (NASDAQ: AMZN)’s AWS and...

The cloud and cloud storage space has seen significant price cuts in the past few years. For a company that solely depends on such services for its earnings, price cuts would logically reduce growth and profitability. However, Box Inc (NYSE: BOX) CEO Aaron Levie thinks otherwise. Levie was on CNBC...

In a report published Sunday, Deutsche Bank analyst Karl Keirstead took a closer look into Microsoft Corporation (NASDAQ: MSFT)'s Azure cloud infrastructure and Amazon.com, Inc. (NASDAQ: AMZN)'s rivaling AWS service. According to Keirstead, Azure revenues fall in a range of $500 to $700 million and...