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Posts Tagged ‘Cloud Computing’

Microsoft Posts Record Sales as Cloud Business Continues to Grow

Posted by hkarner - 31. Januar 2020

Date: 30‑01‑2020

Source: The Wall Street Journal

Intelligent cloud unit had sales of $11.87 billion, up 27% from the year‑ago period

Microsoft reported that revenue rose 14% to $36.9 billion.

Microsoft Corp.’s cloud business is continuing to serve as a source of strong profits even as the company spends heavily to expand its offerings and acquire new customers.

The Redmond, Wash., software giant Wednesday posted stronger fiscal second‑quarter earnings on record sales, driven by growth in its cloud‑computing offerings. Gross margins for the commercial cloud business, which includes Azure computing services and Office 365 applications, grew to 67%. And while margins for the business rose for a fourth‑consecutive quarter, executives told analysts on a conference call that percentage should continue to rise this year.

Revenue from the commercial cloud business grew 39% to $12.5 billion, which Chief Executive Satya Nadella said reflected the company’s ability to sell a broader set of cloud products, including cloud infrastructure as well as cloud‑based productivity applications. Den Rest des Beitrags lesen »

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Microsoft Ramps Up Battle Against Amazon in Cloud War

Posted by hkarner - 7. November 2019

Date: 05-11-2019
Source: The Wall Street Journal

The Redmond, Wash., software giant is unveiling tools aimed at what is perhaps the hottest part of the cloud market, the ‘hybrid cloud’

Microsoft’s new tools are aimed at the ‘hybrid-cloud,’ which lets companies shift some computing to cloud services while controlling data they need to hold closely.

Microsoft Corp. is introducing new tools for its campaign to outflank cloud-computing rival Amazon.com Inc. by targeting big businesses that have balked at shifting their data to the cloud.

The tools Microsoft unveiled Monday are aimed at what is perhaps the hottest part of the multibillion-dollar cloud market, the so-called hybrid cloud. Such systems let companies move some computing to cloud services while keeping control of data they need to hold closely. Den Rest des Beitrags lesen »

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European Cloud Project Draws Backlash From U.S. Tech Giants

Posted by hkarner - 3. November 2019

Date: 02-11-2019
Source: The Wall Street Journal

Move toward ‘digital sovereignty’ will restrict data services along national borders in a global economy, Amazon and Microsoft say

Germany and France are introducing a government-backed project to develop European cloud infrastructure in an effort to help local providers compete with U.S. technology giants, which dominate the global cloud market.

Amazon.com Inc. and Microsoft Corp. criticized the initiative announced this week, called Gaia-X, saying the project will restrict data services along national borders.

The reach of Amazon, Microsoft and other U.S. giants worries European politicians and corporate executives. Companies in Germany and France, the continent’s economic powerhouses, and in other European Union countries are concerned about depending on technology providers that must comply with the U.S. Cloud Act, WSJ Pro Cybersecurity reported in October. The 2018 law requires American firms to provide law enforcement with customers’ personal data on request, even when the servers containing the information are abroad. Den Rest des Beitrags lesen »

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Germany Backs European Cloud Project to Avoid Dependence on U.S. Technology

Posted by hkarner - 26. September 2019

Date: 25-09-2019
Source: The Wall Street Journal

BERLIN–The German government is pushing for the development of a European digital cloud to counter the growing reach of Silicon Valley’s technology giants.

The project, named Gaia-X in reference to the Earth goddess in Greek mythology, aims to create an alternative to U.S. digital platforms.

It will connect smaller cloud providers via an open network and is expected to be presented to the public at a digital summit at the end of October.

„The question of data sovereignty is key for our competitiveness,“ Germany’s economy minister Peter Altmaier said.

The majority of German businesses support Mr. Altmaier’s position. In a survey published by German digital-industry association Eco earlier this month, 80% of managers and executives polled said digital sovereignty was critical for their future success.

Fears of industrial espionage have remained high in Europe since leaks by the National Security Agency in 2013 demonstrated the scope of U.S. surveillance. Germany’s Economic Ministry is convinced that „reliable data availability can only be ensured in an infrastructure with security standards ‚made in Europe'“, a spokesperson told Dow Jones Newswires. Den Rest des Beitrags lesen »

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Data-Center Market Is Booming Amid Shift to Cloud

Posted by hkarner - 22. August 2019

Date: 21-08-2019
Source: The Wall Street Journal

Sector is seeing more deals as data-center landlords and cloud providers seek more facilities

An Equinix data center near Paris. The company is one of the world’s biggest data-center landlords.

Data centers are hot properties, even as many businesses are shedding them to shift their information-technology operations online, to the cloud.

The warehouse-sized facilities that house racks of servers and other hardware can be costly and inefficient to manage. But some are being snapped up by data-center landlords, known as co-location service providers, which lease space in the facilities to cloud services offered by Amazon.com Inc., Microsoft Corp. and other tech companies. The rapid growth of cloud computing is heating up competition for new and used facilities and driving consolidation among data-center operators. Den Rest des Beitrags lesen »

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Amazon Reigns Over Cloud Market

Posted by hkarner - 1. August 2019

Date: 31-07-2019
Source: The Wall Street Journal

Company’s size gives it the clout to attract customers looking for ‘scalability’

Biomedical engineer Jordan Nguyen speaking at the Amazon Web Services Summit in Sydney this spring.

Amazon.com Inc. continues to dominate the market for basic computing
resources that companies access online, largely by outspending its rivals on data centers and other physical resources, corporate tech executives and industry analysts say.

Annual revenue from Amazon Web Services, or AWS, grew 27% last year to $15.5 billion, representing nearly half of the $32.4 billion in total revenues generated by providers in the global cloud infrastructure market, Gartner Inc. said in a report this week.

Microsoft Corp. , its closest rival, captured roughly 15% of the market, up from 12.7% in 2017. No other cloud provider broke 10%, the report said. Den Rest des Beitrags lesen »

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What Microsoft’s revival can teach other tech companies

Posted by hkarner - 26. Juli 2019

Date: 25-07-2019
Source: The Economist

But it is still not perfect

It must feel good to be back on top—and this time, almost liked. Twenty years ago Microsoft was considered an evil empire, scheming for domination and embroiled in a bruising antitrust battle with America’s Justice Department. Five years ago, having dozed through the rise of social media and smartphones, it was derided as a doddery has-been. Now, after several stellar quarters—this month it reported revenue of $33.7bn, up by 12% year on year—Microsoft is once again the world’s most valuable listed company, worth over $1trn. How did Satya Nadella, the boss since 2014, pull off this comeback? And with American trustbusters starting on a new review (see article) of “search, social media, and some retail services online”—ie, Google, Facebook and Amazon—what can the other tech giants learn from Microsoft’s experience?

First, be prepared to look beyond the golden goose. Microsoft missed social networks and smartphones because of its obsession with Windows, the operating system that was its main moneyspinner. One of Mr Nadella’s most important acts after taking the helm was to deprioritise Windows. More important, he also bet big on the “cloud”—just as firms started getting comfortable with renting computing power. In the past quarter revenues at Azure, Microsoft’s cloud division, grew by 68% year on year, and it now has nearly half the market share of Amazon Web Services, the industry leader.

Second, rapaciousness may not pay. Mr Nadella has changed Microsoft’s culture as well as its technological focus. The cult of Windows ordained that customers and partners be squeezed and rivals dispatched, often by questionable means, which led to the antitrust showdown. Mr Nadella’s predecessor called Linux and other open-source software a “cancer”. But today that rival operating system is more widely used on Azure than Windows. And many companies see Microsoft as a much less threatening technology partner than Amazon, which is always looking for new industries to enter and disrupt. Den Rest des Beitrags lesen »

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How Microsoft survived creative destruction

Posted by hkarner - 2. Juli 2019

Date: 01-07-2019
Source: The Economist: Bartleby

The tech giant’s transformation required a change of culture

LIKE AN NFL changing room, the technology industry is littered with the bodies of fallen champions, from AOL to Yahoo to Blackberry, in urgent need of rehabilitation. Ten years ago many might have expected Microsoft to end up in the same state. But the software giant has made a startling comeback, regularly vying for the title of the most valuable company on global stockmarkets, with a market capitalisation above $1trn.

The story of this revival is the subject of a new case study by Hermania Ibarra and Adam Jones of London Business School (LBS). In large part, the success has resulted from a shift away from a focus on the Windows operating system and towards Azure, Microsoft’s cloud-based services offering. It involved a willingness to let Microsoft programs run on Apple and Android smartphones, something the company had previously avoided. Den Rest des Beitrags lesen »

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IBM Struggles to Jump-Start Its Turnaround

Posted by hkarner - 18. April 2019

Date: 17-04-2019
Source: The Wall Street Journal

Computing giant posts third consecutive quarter of declines, touts growth in cloud-computing business

IBM said its cloud businesses grew by 10% in the past 12 months.

International Business Machines Corp. reported a third consecutive quarter of declining revenue, further clouding Chief Executive Ginni Rometty’s yearslong quest to revitalize the computing giant.

Under Ms. Rometty, who has been at the helm since 2012, IBM has poured resources into its cloud-computing business and new technologies such as artificial intelligence, aiming to reorient Big Blue in a world where traditional growth engines like equipment sales and services haven’t been growing as rapidly. Den Rest des Beitrags lesen »

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Amazon, Microsoft Tighten Grip on Enterprise Tech

Posted by hkarner - 20. März 2019

Date: 19-03-2019
Source: The Wall Street Journal

Survey says the two tech companies are preferred vendors in over 30 IT services and products

Amazon.com Inc. and Microsoft Corp. appear to be tightening their grip on the enterprise information-technology market, thanks to a head start in cloud computing and ongoing industry consolidation, according to market-research firm ETR.

Amazon or Microsoft were cited as the preferred vendors in over half of the top 30 products and services listed as information-technology spending intentions by more than 800 chief information officers and other high-level corporate decision makers, the firm said, based on survey results gathered since early March.

The products and services include basic IT needs, such as cloud infrastructure and software, data analytics, robotic process automation, artificial intelligence and other emerging digital tools.

Most survey respondents are from large global firms in a range of industries, U.S. federal agencies and private firms with more than 1,200 employees, the ETR report said. Den Rest des Beitrags lesen »

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