My bullish thesis on Microsoft hasn't played out well, with Azure growth and ARPU pricing tailwinds not meeting expectations. Azure faces supply constraints and likely market share loss, and MSFT's ...

Microsoft has yet to say exactly how it will incorporate Windows Azure pricing into long-term corporate contracts, but a company executive last week did promise to make it as simple as possible.

Amazon Web Services (AWS) and Microsoft Azure are two of the leading cloud computing providers in today's landscape. Both ...

The move comes as Microsoft officially launches its Windows Azure cloud computing platform as a pay service, prompting some industry watchers to see the AWS rate decrease as a signal of a price war ...