How Microsoft Evolved

The evolution of Microsoft under Satya Nadella provides a blueprint for how to transition companies from one focus to another. SHOW: 683 CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS" SHOW SPONSORS: Section is the fastest, easiest and most cost-effective way to run applications across multiple clouds. Cloudcast listeners can experience the benefits of unparalleled performance and uptime, plus the ability to scale as needed. There’s no risk to try it out – run one project for free with no credit card required! CloudZero -- Cloud Cost Visibility and Savings SHOW NOTES: Bill Gates write about “Internet Tidal Wave” (1995) Microsoft Revenues (since 2000) How Microsoft Shifted from Software to the Cloud (2014) Microsoft Revenue Breakdown by Products (2022) CAPEX spending by the leading cloud vendors (2001-2021) Microsoft acquisitions History of Microsoft Azure How the Windows team transitioned to cross-platform HOW MICROSOFT EVOLVED FROM A CLOSED SW COMPANY TO CLOUD COMPANY 2001: $31B, 2007: $62B, 2014: $88B, 2019: $153B, 2022: $198B 90+ acquisitions since 2014 Office 365, Gaming (XBox), GitHub, LinkedIn HOW TO FOCUS ON CHANGES, ADDITIONS, AND SUBTRACTIONS 2001: XBox, Office 365 2008: Azure 2017: Microsoft Teams 2018: GitHub Be patient: Many of Microsoft’s investments required 10+ years to grow Buy new capabilities: Acquisitions Break the limitations to expand markets: Move to cross-platform support (Office on MacOS, SQL on Linux, Linux in Aure, Bing with Google) - see Red Hat with RHEL, IBM with IBM Cloud or Mainframe, Cisco with SW+Hardware Embrace new business models: SaaS services, pay-as-you-go Cloud services Invest for the Future: Microsoft has caught up to Google in CAPEX spending FEEDBACK? Email: show at the cloudcast dot net Twitter: @thecloudcastnet FEEDBACK? Email: show @ the enterprise ai show dot com Bluesky: @TheEntAIShow.bsky.social Twitter/X: @TheEntAIShow Instagram: @TheEntAIShow