I blogged a few weeks ago about how Microsoft had changed course under Satya Nadella and was successfully transitioning from a supplier of Windows Software to a Cloud firm.
In recent days, the firm has announced its latest earnings and, as Jack Gold notes in his blog below, the strategy continues to deliver.
Office 365 - Microsoft's "access anywhere" version of the office suite - continues to go from strength to strength, enjoying 47% growing in revenues from the commercial sector in the most recent period.
As I noted in my earlier blog, Nadella's strategy of allowing office users to be productive on any device is surely the one that all tech suppliers should be following - and yet it continues to surprise me that - so far as I know - in the Executive Search technology market (where Dillistone Systems plays), FileFinder Anywhere remains the only product that "plays nicely" with Outlook on Windows, in the Browser and on the Mac.
Also delighted to see growth in Azure revenues. Azure is Microsoft's cloud hosting facilities and is the tool that we host our FileFinder platform on (in most configurations, anyway). Clearly, we are happy that our preferred vendor is so successful - although having seen our bill recently, I can't help thinking that a large amount of this growth seems to be coming from us!
First, the world has changed to one where cloud is the critical platform going forward. Although the company still relies on sales of packaged applications (e.g., Office), it’s pivoting rapidly, especially at its enterprise customers. Microsoft’s commercial cloud revenues grew to almost 60 percent of revenues.