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"Three horses" is no longer a game? Microsoft Azure's strong growth makes "Amazon's threat" come early

via:雷锋网     time:2018/7/20 14:31:02     readed:445

From left to right, Narad, Bill Gates and Ballmer

Today, Narad has used the beautiful fourth-quarter earnings report and the 2018 annual report to give back to the "Bole" for his satisfaction:

In the fourth quarter, Microsoft's revenue was $30.085 billion, up 17% year-on-year, and net profit was $8.9 billion. This figure is higher than Wall Street's forecast of $29.21 billion.

Revenue for the fiscal year of 2018 was $110.36 billion, surpassing the $100 billion mark for the first time, a 14% year-on-year increase and a net profit of $16.6 billion.

When Narad commented on the financial results of investors, he not only showed pride in the annual revenue of more than 100 billion US dollars, but also did not accidentally evaluate the "Intelligent Cloud" (Intelligent Cloud):

Our early investments in smart cloud and smart edge are succeeding and we will continue to leverage differentiated innovation to expand our reach in the large growing market.

According to the financial report, Microsoft Smart Cloud's fourth-quarter revenue was US$9.606 billion, compared with US$7.822 billion in the same period last year, an increase of 22.81% year-on-year; operating profit was US$3.91 billion, compared with US$2.911 billion in the same period last year, an increase of 34.01% year-on-year.

Microsoft Intelligencecloud serviceThe strong growth will continue to be a boost to the company's stock rise. Microsoft Smart Cloud includes Microsoft Azure, Server, SQL Server and other business lines. This quarter, Microsoft still did not have a separate revenue report on the Azure business that the outside world cares about, leaving some suspense, but according to analysts' estimates, Azure The revenue is around $2.05 billion, with a growth rate of 89%.

Just a few days ago, Azure just ushered in a big list: Wal-Mart and Microsoft reached a deal, in the next five years, the retail giant will use Microsoft's Azure cloud technology to facilitate Amazon's competition in e-commerce . As e-commerce companies seek a non-competitive cloud computing platform, "Amazon's threat" will benefit Microsoft's interests. In the global market, Azure is the second highest, only AWS, this time there is no cloud company can shake in a short time.

Although in the Amazon CEO Bezos, AWS has an unusual advantage over Azure for seven years, and the team has never slowed down, but this is not completely accurate. AWS began in 2006, but Microsoft's Azure came out in February 2010 four years later, a difference of four years, and Google Cloud did not start in 2014. Despite being blocked by the late start, Microsoft Azure has developed very well thanks to Narad's attention and efforts. In the past year, Azure's strong growth has earned it more chips.

In order to consolidate the advantages of the cloud era and the AI ​​era, Microsoft actually has an action. Lei Feng has compiled some major adjustments in recent years in order to analyze its determination in cloud + AI:

In September 2016, Microsoft merged technology and R&D departments with artificial intelligence (AI) research to form the new Microsoft AI and Research Group, Microsoft's global executive vice president, technology and R&D. Department head Shen Xiangyang led the way. The move is for technical resources to move closer to AI and the cloud.

In July 2017, Microsoft announced the layoffs of 3,000 sales employees and re-adjusted some of its executives. The layoffs accounted for about 10% of Microsoft's entire sales team, and more than 75% of the jobs were outside the United States. The move is to cut costs.

In early 2018, Microsoft announced a new round of layoffs that affected the headquarters office and hundreds of employees in other parts of the world, includingWindowsThe equipment department was the most injured, and Bing, the tool team and other operations departments also affected. The move is to strengthen the overall status of AI and the cloud.

In July 2018, Microsoft announced the largest partnership with General Electric (GE) to date to accelerate the introduction of industrial IoT services to the market. The move is to maximize the ability to leverage the Azure Internet of Things.

Today, Narad is once again conveying the importance to the smart cloud to investors. I believe that in his eyes, the cloud is already an engine. They will break through the solid boundaries of AWS at the fastest speed, thus carrying the giant ship of Microsoft. Sailing in the distance.

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