From Cloud Wars · Bob Evans · · 1m 20s
Microsoft Cloud Lags Growth Metrics
Microsoft Cloud growth trails Google, AWS, Oracle despite market size.
In brief
Microsoft Cloud growth trails Google, AWS, Oracle despite market size. Microsoft Cloud's revenue growth and RPO backlog growth lag behind Google, AWS, and Oracle in the latest quarter. Originally reported by Cloud Wars.
Microsoft Cloud's Market Position
Microsoft Cloud remains the largest hyperscaler by revenue but lags in growth rates and RPO backlog compared to Google, AWS, and Oracle.
Revenue Growth Rates
Google Cloud surged to 103% growth while Microsoft Cloud showed only 30% growth over the past six quarters.
RPO/Backlog Comparison
Microsoft Cloud's RPO backlog dropped $1 billion from Q2 to Q3 2026 while AWS, Google Cloud, and Oracle all increased their RPO by billions.
AI Revolution Impact
The AI Revolution lifted all hyperscalers but Microsoft Cloud's growth remained modest compared to the others.
RPO Growth Analysis
AWS added $334 billion in RPO backlog over four quarters while Microsoft added only $52 billion.
Microsoft's Lagging Trend
Microsoft Cloud's RPO backlog growth is significantly slower than Google, AWS, and Oracle despite its larger market size.
Market Momentum Shift
The other hyperscalers are gaining significant market share in RPO backlog while Microsoft Cloud shows minimal growth.
Key Concerns for Microsoft
Microsoft Cloud faces growing competition as Google, AWS, and Oracle accelerate RPO backlog growth in the AI-driven market.
The main idea
Microsoft Cloud's revenue growth and RPO backlog growth lag behind Google, AWS, and Oracle in the latest quarter.
