joining us from new york, anarug, what is jumping out? when using an microsoft?eporter: we were not going to see the push from windows 10. that's not going to come for another couple of clubbers. -- quarters. the 365 numbers were pretty good. , revenue fornue the future quarters was up 9%. ,that was pretty good. emily: let's talk about the cloud because microsoft cloud is , also going gangbusters. to amazon. i sat down with microsoft's ceo yesterday and i asked him about margins specifically. if you are competing with amazon, could amazon spoil margins for the entire industry? take a listen to what he said. >> i don't come at this by starting with margins because i , think if there is one thing that all of us who have lived in tech learned it is how do you , grow the pie? what matters to me is the magnitude of revenue and the impact it can have. emily: is that fair? that he's not thinking about margins? is that the right way to approach this? >> if you look at their overall margins, few businesses have a 60% overall margin. they have to be in the cloud to protect