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Microsoft CEO Satya Nadella outlines its cloud computing strategy for Wall Street

Microsoft is a large multinational know-how firm, with traces of enterprise unfold throughout PCs, productiveness software program, gaming, web search, and extra. However after its third fiscal quarter earnings report came out yesterday, monetary analysts spent most of their time asking a couple of very particular enterprise.

Questions on Microsoft Azure and related cloud companies dominated Microsoft’s monetary outcomes name yesterday afternoon. Against this, market chief Amazon Internet Companies solely got here up a handful of occasions during the Amazon call with analysts, which makes some sense provided that AWS is already a well-understood part of Amazon’s total enterprise.

Microsoft CEO Satya Nadella outlines its cloud computing strategy for Wall Street

For Microsoft watchers, this shift is a bit newer. The corporate still doesn’t break out revenue for Azure (come on, people, it’s about time) however stated Azure income almost doubled in comparison with final 12 months, and CEO Satya Nadella was peppered with questions on Azure and cloud progress generally.

Right here’s a number of of his solutions, courtesy of a transcript from Seeking Alpha:

On the evolution of the cloud: “For instance, proper when everybody’s speaking concerning the cloud, essentially the most attention-grabbing half is the sting of the cloud. Whether or not it’s IoT, whether or not it’s the auto business, whether or not it’s what’s occurring in retail, primarily compute goes the place the information will get generated, and more and more knowledge is getting generated on the volumes wherein it’s drawing compute to it, which is the sting.”

On cloud holdouts: “However we do have an enormous on-premise base. There’s nonetheless a necessity for these on-premise merchandise. That can proceed, however our focus is on transitioning to the cloud.”

On short-term considering: “These are generational alternatives that what’s at play in relation to the Clever Cloud or what’s occurring in augmented actuality. Both a type of issues, I believe if we began viewing it quarter to quarter or 12 months to 12 months, we’ll utterly miss the pattern.

However I utterly perceive that every one of you measure us to what we have now carried out for you recently. And that’s a wonderful manner and we’ll maintain account of it, however that’s not the way it works.”

On enterprises transferring to the cloud: “…it’s not about in truth taking any outdated workload per se, however it’s about reimagining what they wish to do throughout these. And in that context, in fact, they’re lifting and shifting a few of the older workloads, however they’re modernizing the complete enterprise course of move. And that’s what’s I believe (is) the killer alternative, not anybody know-how, however the complete move.”
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