I don't know but for me there is something wrong with the business model of the cloud
the tech is super,
they are all growing at 2digits in the cloud, the Oracle, SAP, Saleforce, Amazone, IBM, Netflix, Microsoft etc etc
but if you look at the NET profit of the cloud part without the gimmicks .. there losing money ...
even company's who are +10 years in the cloud-business-service and are the leader in there service have a NET-Profit which is negative.
Is this a sustainable business model ?
Don't you need to make a real profit and not a cash injection from the stocks on wall street .. ?
May be I'm too stupid or so to understand the dynamic, but for me a business who is 10years old and still is losing net money then there is something wrong with it.
At which point are they big enough to make real money ...
Big as a monopoly like Alphabet search service ?