Cloud Computing: These Are The Only 3 Things Microsoft CEO Satya Nadella Cares About
November 11, 2014
Grazed from Fool. Author: Evan Niu.
Microsoft hosted a media event at its Redmond headquarters last week, and CEO Satya Nadella gave some key insights to investors on where his priorities lie. At a high level, the CEO only cares about three things when it comes to customer usage and the source of Microsoft’s revenue. Unsurprisingly, they are Windows, Office 365, and Azure.
The big three
Of course, Windows and Office have long been Microsoft’s two primary cash cows, followed closely by the company’s server offerings. Compared to those three businesses, Azure is relatively young. With the announcement of Windows 10, Microsoft is doing away with the distinction between Windows and Windows Phone. Windows 10 will operate on all form factors, including smartphones and tablets…
By specifically citing "Office 365" instead of just plain "Office," Nadella underscored just how important the shift to a cloud-based subscription model is for the company. When Office 365 was initially announced years ago, investors were skeptical about Microsoft’s ability to successfully transition the business model of its most profitable business. More recently, those fears have subsided as the company continues to steadily grow Office 365 Home and Personal subscribers, which now top 7 million…
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