Ballmer once called Microsoft's cloud disclosures "bullshit" at an investor meeting, reporter recalls

dinabass · x · 2026-09-03

With Microsoft finally opting to disclose Azure sales separately, reporter dinabass recalls an old scene: at an in-person investor meeting, Ballmer—one year out of the CEO seat—sat next to her and gave running commentary while CFO Amy Hood spoke, calling the cloud numbers the company did disclose "bullshit" and complaining Microsoft needed to share more cloud data. The anecdote underscores years of criticism over Microsoft's cloud disclosure, now partially addressed.

Related event: Microsoft finally discloses Azure sales figures, vindicating Ballmer's transparency complaints(2 posts)→

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