The cloud, not Windows 10, is key to Microsoft’s growth
October 1, 2014Grazed from Fortune. Author: Michal Lev-Ram.
In the wake of the announcement of Windows 10, we talk to Scott Guthrie, executive vice president of Microsoft’s cloud and enterprise group.
Much has already been written about Microsoft’s new Windows 10 and the reintroduction of its long-lost Start button after the company unveiled its updated flagship operating system on Tuesday morning. The new OS may provide a much-needed advance over its predecessor, Windows 8, but it is unlikely to restore Microsoft MSFT -0.52% to its former glory as the operating system of choice for computing devices—certainly not in an era where tablets and smartphones have largely supplanted the PC in terms of attention…
Where Microsoft is seeing a lot of growth, though, is in its cloud-based businesses like Azure (a platform for managing business applications) and Office 365 (the cloud-based version of its signature productivity software suite). In the company’s most recent earnings report, revenue from commercial cloud services grew 147%, representing an annualized run rate of over $4.4 billion…
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