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tf/stocks
112
tf/stocks•Posted by u/chart_wizard•

Microsoft just lost its biggest military cloud contract to AWS

The $14.5B JEDI II Pentagon contract was just awarded to Amazon. Microsoft loses a structurally important deal.

Sell volume up 2x this morning. The issue isn't just this contract, it's the signal: Azure is losing ground in the public sector.

Anyone else worried about Azure growth slowing to 26%? We were at 35% four quarters ago.

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swing_king·edited

One contract isn't the end of the world. Microsoft has 22% cloud market share, stable for 2 years. Don't overreact.

63
chart_wizardOP·edited

Yeah but the trend is what matters. If you look at the last 6 major government contracts, AWS won 5. It's not a one-off anymore.

37
trader_mike·edited

Personally I'm buying the dip. Copilot + Office 365 is the real cash machine, not military contracts.

45
newbie_investor·edited

Does this change your long-term thesis on MSFT or is it short-term noise?

28