4 ms·
He made the right call by putting the cloud first, that's where real revenue come from. Nevertheless, let's remind that $MSFT has around 150k employees, where l
by ibatindev 7y ago
He made the right call by putting the cloud first, that's where real revenue come from.
Nevertheless, let's remind that $MSFT has around 150k employees, where literally thousands are top tier in their position all across the industry.
- intsunny 7y agoIsn't the lion's share of MSFT's profits from their traditional OS and Office business units?
- eigenvalue 7y agoThat may be, but each incremental dollar of cloud revenue is assigned a much higher multiple by investors because it is growing quickly and seen as being more defensible over the long term.
- dharmab 7y agoCheck out their Q4 earnings release; Azure and cloud services are the products with highest growth. IIRC While Office desktop is still a major revenue source the market is trending towards Office 365, and Windows is behind cloud services revenue.