Tag: microsoft
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Link: European privacy regulations predicted to damage digital advertising revenue
“Citi cites forecasts that ePrivacy could trigger a 70% reduction in European display ad revenue, and a 33% cut in digital ad budgets, either of which could eviscerate Facebook and Google, at least under their current business model.” The narrative that these are “tech companies,” at at least that these are the only tech companies,…
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Link: Microsoft has designed an Arm Linux IoT cloud chip. Repeat, an Arm Linux IoT cloud chip
An edge device in every home, office, street corner, etc. “The way it works is like this: Microsoft makes its system-on-chip (SoC) blueprints available to chip designers, which fabricate the chipset and flog it to IoT device makers. These manufacturers slap the silicon in their products, and run Microsoft’s Linux-based Sphere OS along with their…
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Link: Windows chief leaving Microsoft as CEO Satya Nadella rolls out massive engineering reorg
‘The reorg includes the creation of two large new engineering groups inside Microsoft, focused on Experiences & Devices, led by Microsoft Office leader Rajesh Jha; and the company’s Cloud + AI Platform, led by Microsoft’s cloud and enterprise chief Scott Guthrie… They join the existing Microsoft AI & Research group, led by research chief Harry…
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Link: Is Microsoft Azure really making up ground on AWS?
In terms of raw figures, not growth, Azure is still a way behind. Even a generous assumption of Azure’s share of that US$5.3 billion intelligent cloud revenue figure for the quarter would put it well behind the US$5.1 billion AWS racked in over a similar period. Dave Bartoletti, a principal analyst at Forrester estimates AWS…
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Link: Microsoft results show a distributed computing future
“The company reported 98% Azure revenue growth this quarter and commercial cloud revenue growth of 56% year-on-year to $5.3bn. The shift to Office 365 recurring revenue is also beginning to pay off, with the company reporting a 41% increase in Office 365 commercial revenue from installed base growth.” Original source: Microsoft results show a distributed…
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Link: Strong financial results from Microsoft as it aims for breadth of services
“strong results such as these show how the company can succeed by continuing to migrate its business users to cloud services. It remains deeply embedded in business computing” Original source: Strong financial results from Microsoft as it aims for breadth of services
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Link: Squeezing more out of slippery big tech may even take tax reforms
“One-off moves don’t change the fact that tech giants are likely to continue to make vast amounts of money overseas, on which they often pay little tax.” Original source: Squeezing more out of slippery big tech may even take tax reforms
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Link: Amazon lost cloud market share to Microsoft in the fourth quarter: KeyBanc
For 4Q2017: “Amazon Web Services had 62 percent market share in the quarter, down from 68 percent a year earlier, KeyBanc’s Brent Bracelin and other analysts wrote in a note on Thursday. Microsoft Azure jumped from 16 percent to 20 percent, and Google’s share increased from 10 percent to 12 percent, they said.” Original source:…
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Link: Microsoft gets serious about monitoring
“Microsoft’s vision is to deliver tools that can offer a holistic view of services to application architects looking to optimize their software; performance information and debugging capabilities for DevOps and ops pros; insight into KPIs for executives; and information about customer usage to product owners. Microsoft doesn’t yet have a cohesive offering for all of…
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Coté Memo #13 – LAS Twice, Circle of Code
I’ll be in Las Vegas two weeks in a row, which is a rarity. Las Vegas was a frequent destination when I was an analyst at RedMonk and 451: big vendors like IBM and Microsoft love to put on shows here. I suppose it’s cheap, easy to get to, and has rooms a-plenty. The perfect…
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Coté Memo #11 – Why would MSFT buy LinkedIn? Lots-o-links too!
What’s more delightful than finding a cup of coffee you forgot about earlier in the morning? Bonus coffee, more than you thought was left. I have some trips coming up, not least of which is the week in Poland. I’ll be speaking at a meet-up in Warsaw and then twice at Devoxx.PL in Kraków. Hopefully…
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Link: Gartner: Cloud Email Adoption Still in Early Stages
“The cloud email market is still in the early stages of adoption, Gartner said, with 13 percent of identified publicly listed companies globally using one of the two main cloud email vendors, Microsoft Office 365 or Google Apps for Work, respectively. With the majority of companies opting for smaller vendors, the cloud email opportunity is…
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Link: 16 mobile theses
“That doesn’t remotely mean that Microsoft is dead, but it has to work out how to use the cash and market position of the legacy monopolies to help it build new businesses.” Source: 16 mobile theses
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Link: Tech companies that are likely to acquire startups in 2016
“The roughly 60 or so publicly traded software companies hold more than $380B in cash and short term investments on their balance sheets. Though Microsoft, Google, Cisco and Oracle possess 75% of that cash, 14 other companies have cash reserves of greater than $500M.” Source: Tech companies that are likely to acquire startups in 2016
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Exclusive: Citrix in last-ditch attempt to sell itself – sources
Exclusive: Citrix in last-ditch attempt to sell itself – sources
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HP slaps dress code on R&D geeks: Bin that T-shirt and put on this tie • The Register
HP slaps dress code on R&D geeks: Bin that T-shirt and put on this tie • The Register
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Office, messaging and verbs — Benedict Evans
“You don’t actually send email or make a spreadsheet – you analyze, delegate, report, confer, decide, track and so on. ” Office, messaging and verbs — Benedict Evans
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The vast majority of people do not have, nor will they ever have a personal computer. They haven’t been exposed to Windows or Office, or anything like that, and in their lives it’s unlikely that they will. Stephen Elop, Microsoft’s new executive vice president of Devices, in the post announcing the completion of the deal…
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Microsoft goes bonkers for cross-platform
With these changes Microsoft has shifted its emphasis from Windows developers building Windows apps via Windows Azure to all developers building all apps via Microsoft Azure – an important distinction and one likely to grow more apparent over the coming months. It sounds like Build is a nice conference with some dramatic changes from previous…
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Nice piece on the hard work ahead for Microsoft & assets they have
From El Reg’s Gavin Clarke: Let’s begin by saying money was not the problem that needed solving: on that, the world’s largest software company is printing cash. … That means everything Nadella does now is about execution, not innovation. That makes Nadella’s story as CEO one of sales and expanded market share. We, 451, have…
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