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Posts Tagged ‘Microsoft’

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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How Apple and Microsoft Dwarf the Rest of the Market

Posted by hkarner - 26. November 2019

Date: 25-11-2019
Source: The Wall Street Journal

The two largest U.S. companies helped lift the Dow industrials above 28000 for the first time earlier this month

People check out the new iPhone at an Apple store in Shanghai. Apple and Microsoft have helped buoy the broader technology sector while they vie for the title of largest U.S. firm.

Apple Inc. and Microsoft Corp. helped lift the Dow industrials above 28000 for the first time earlier this month, a milestone that underscored how much the two largest U.S. companies influence major stock indexes.

Boosted by optimism about a U.S.-China trade deal and sturdy profit growth, the companies have helped buoy the broader technology sector while they vie for the title of largest U.S. firm. Apple shares have soared 66% this year, pushing it ahead of Microsoft with a $1.16 trillion market value. Revenue growth in Apple’s services business and products outside the iPhone have fueled fresh enthusiasm for the stock. 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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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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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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Why Bezos and Microsoft are betting on this $10 trillion energy fix for the planet

Posted by hkarner - 7. März 2019

Date: 06-03-2019
Source: CNBC

Jeff Bezos and others have sunk more than $127 million into General Fusion, a start-up trying to commercialize fusion energy.

  • Microsoft is partnering with the company by offering technological know-how.
  • Fusion occurs when two light atoms fuse together to make a heavier one, creating energy in the process. It’s the same process that powers the sun and stars.
  • The goal is to provide energy to the 1 billion people on the planet that don’t have access to electricity.

Burnaby, British Columbia, is similar to most North American bedroom communities. The majority of its residents commute into neighbouring Vancouver every morning and then head back to their suburban homes at night. There is one thing, though, that sets it apart: Around the corner from one of the two Costcos in town is a small start-up that’s inching ever closer to solving the planet’s energy problems — and tapping into a yet untouched trillion-dollar market. Den Rest des Beitrags lesen »

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Cloud Should Shine for Amazon, Microsoft Earnings

Posted by hkarner - 14. Januar 2019

Date: 13-01-2019
Source: The Wall Street Journal

The world’s two most valuable companies have high expectations to meet in the coming earnings season

Can Amazon.com and Microsoft keep their cloud businesses growing strong? It’s the new $1.6 trillion question.

The pair are now the two most valuable companies in the world, with Amazon having recently overtaken Microsoft for the top slot. But market values now at roughly $800 billion apiece mean that investors have placed rather large bets on both. Amazon shares have popped nearly 29% over the last year while Microsoft has gained about 17%. That is well ahead of most of their Big Tech peers. Apple Inc., valued at more than $1 trillion less than three months ago, is down 13% over the last 12 months.

High values come with high hopes for the coming fourth-quarter earnings season as well as for the full year. Many large tech companies, including Apple, Facebook and Google-parent Alphabet Inc., are watching costs rise faster than revenues, pressuring their bottom lines. Reflecting this, 58% of the tech companies on the S&P 500 that are slated to report results for the December-ending quarter are expected to show earnings growth lagging revenue growth for the period, according to an analysis of data from S&P Capital IQ.

Amazon and Microsoft, however, are expected to show the opposite. Amazon is seen reporting a 74% surge year over year in operating earnings for the fourth quarter compared with a 19% gain in revenue for the period. Microsoft’s operating income is estimated to have risen 18% relative to a 13% increase in revenue for the same period. Wall Street currently projects a similar pattern for the March quarter. Den Rest des Beitrags lesen »

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Amazon Takes Market Cap Crown, Cementing Tech Power

Posted by hkarner - 9. Januar 2019

Date: 07-01-2019
Source: The Wall Street Journal

Software giant, at $797 billion, surpasses Microsoft with $784 billion in value

Amazon.com Inc. is the latest technology titan to claim the crown of world’s most valuable public company, signaling the industry’s enduring market dominance even after turbulent months in which investors pummeled their shares.

Amazon finished Monday’s session up 3.4% at $1,629.51, with a market capitalization of $796.78 billion, the first time the retailer has attained the market-cap title. It ended a weekslong reign by Microsoft Corp. , which finished up 0.1% with a value of $783.57 billion.

The software giant in late November supplanted Apple Inc., for years the leader before worries about iPhone sales—exacerbated by the company’s revenue warning last week—knocked its shares lower. Apple finished Monday at $701.99 billion, No. 4 behind Google-parent Alphabet Inc.’s $745.63 billion. Den Rest des Beitrags lesen »

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