Liberty Posted February 2, 2018 Share Posted February 2, 2018 https://www.scuttleblurb.com/msft/ (sub required) Link to comment Share on other sites More sharing options...
Liberty Posted March 29, 2018 Share Posted March 29, 2018 https://www.cnbc.com/2018/03/29/microsoft-reorganizes-splits-company-into-2-divisions.html Microsoft announced a major reorganization Thursday, establishing two main engineering teams focused on experiences and devices, and cloud and AI platforms. Link to comment Share on other sites More sharing options...
Phaceliacapital Posted March 30, 2018 Share Posted March 30, 2018 https://www.scuttleblurb.com/msft/ (sub required) Interesting or? Link to comment Share on other sites More sharing options...
Liberty Posted April 3, 2018 Share Posted April 3, 2018 https://stratechery.com/2018/the-end-of-windows/ Link to comment Share on other sites More sharing options...
John Hjorth Posted June 4, 2018 Share Posted June 4, 2018 Microsoft to acquire GitHub for USD 7.5 Billion. GitHub is World's largest beehive for software development, as far as I know. Link to comment Share on other sites More sharing options...
Liberty Posted February 27, 2019 Share Posted February 27, 2019 'HoloLens 2: inside Microsoft's new AR headset' Link to comment Share on other sites More sharing options...
Liberty Posted May 3, 2019 Share Posted May 3, 2019 https://www.bloomberg.com/news/features/2019-05-02/satya-nadella-remade-microsoft-as-world-s-most-valuable-company https://techcrunch.com/2019/05/02/microsoft-launches-a-drag-and-drop-machine-learning-tool-and-hosted-jupyter-notebooks/ Link to comment Share on other sites More sharing options...
Liberty Posted May 31, 2019 Share Posted May 31, 2019 https://www.bloomberg.com/opinion/articles/2019-05-30/microsoft-s-bing-is-not-the-laughingstock-of-technology-anymore "Bing generates nearly three times the advertising revenue of Twitter." Link to comment Share on other sites More sharing options...
Liberty Posted June 4, 2019 Share Posted June 4, 2019 https://www.bloomberg.com/news/articles/2019-06-03/open-source-great-satan-no-more-microsoft-wins-over-skeptics Link to comment Share on other sites More sharing options...
Liberty Posted June 5, 2019 Share Posted June 5, 2019 https://news.microsoft.com/2019/06/05/microsoft-and-oracle-to-interconnect-microsoft-azure-and-oracle-cloud/ Msft partnering with Oracle on some cloud stuff As a result of this expanded partnership, the companies are today making available a new set of capabilities: Connect Azure and Oracle Cloud seamlessly, allowing customers to extend their on-premises datacenters to both clouds. This direct interconnect is available starting today in Ashburn (North America) and Azure US East, with plans to expand additional regions in the future. Unified identity and access management, via a unified single sign-on experience and automated user provisioning, to manage resources across Azure and Oracle Cloud. Also available in early preview today, Oracle applications can use Azure Active Directory as the identity provider and for conditional access. Supported deployment of custom applications and packaged Oracle applications (JD Edwards EnterpriseOne, E-Business Suite, PeopleSoft, Oracle Retail, Hyperion) on Azure with Oracle databases (RAC, Exadata, Autonomous Database) deployed in Oracle Cloud. The same Oracle applications will also be certified to run on Azure with Oracle databases in Oracle Cloud. A collaborative support model to help IT organizations deploy these new capabilities while enabling them to leverage existing customer support relationships and processes. Oracle Database will continue to be certified to run in Azure on various operating systems, including Windows Server and Oracle Linux. Link to comment Share on other sites More sharing options...
Castanza Posted June 5, 2019 Share Posted June 5, 2019 https://news.microsoft.com/2019/06/05/microsoft-and-oracle-to-interconnect-microsoft-azure-and-oracle-cloud/ Msft partnering with Oracle on some cloud stuff As a result of this expanded partnership, the companies are today making available a new set of capabilities: Connect Azure and Oracle Cloud seamlessly, allowing customers to extend their on-premises datacenters to both clouds. This direct interconnect is available starting today in Ashburn (North America) and Azure US East, with plans to expand additional regions in the future. Unified identity and access management, via a unified single sign-on experience and automated user provisioning, to manage resources across Azure and Oracle Cloud. Also available in early preview today, Oracle applications can use Azure Active Directory as the identity provider and for conditional access. Supported deployment of custom applications and packaged Oracle applications (JD Edwards EnterpriseOne, E-Business Suite, PeopleSoft, Oracle Retail, Hyperion) on Azure with Oracle databases (RAC, Exadata, Autonomous Database) deployed in Oracle Cloud. The same Oracle applications will also be certified to run on Azure with Oracle databases in Oracle Cloud. A collaborative support model to help IT organizations deploy these new capabilities while enabling them to leverage existing customer support relationships and processes. Oracle Database will continue to be certified to run in Azure on various operating systems, including Windows Server and Oracle Linux. "Starting today in Ashburn" Referring to my company (at least partially). This is a big deal. Most of our customers are choosing Azure and Oracle products/services over AWS. Link to comment Share on other sites More sharing options...
cubsfan Posted June 5, 2019 Share Posted June 5, 2019 Smart move. Let's see MSFT buy ORCL and let the real war begin with AMZN and GOOG. Link to comment Share on other sites More sharing options...
fareastwarriors Posted June 5, 2019 Share Posted June 5, 2019 https://news.microsoft.com/2019/06/05/microsoft-and-oracle-to-interconnect-microsoft-azure-and-oracle-cloud/ Msft partnering with Oracle on some cloud stuff As a result of this expanded partnership, the companies are today making available a new set of capabilities: Connect Azure and Oracle Cloud seamlessly, allowing customers to extend their on-premises datacenters to both clouds. This direct interconnect is available starting today in Ashburn (North America) and Azure US East, with plans to expand additional regions in the future. Unified identity and access management, via a unified single sign-on experience and automated user provisioning, to manage resources across Azure and Oracle Cloud. Also available in early preview today, Oracle applications can use Azure Active Directory as the identity provider and for conditional access. Supported deployment of custom applications and packaged Oracle applications (JD Edwards EnterpriseOne, E-Business Suite, PeopleSoft, Oracle Retail, Hyperion) on Azure with Oracle databases (RAC, Exadata, Autonomous Database) deployed in Oracle Cloud. The same Oracle applications will also be certified to run on Azure with Oracle databases in Oracle Cloud. A collaborative support model to help IT organizations deploy these new capabilities while enabling them to leverage existing customer support relationships and processes. Oracle Database will continue to be certified to run in Azure on various operating systems, including Windows Server and Oracle Linux. "Starting today in Ashburn" Referring to my company (at least partially). This is a big deal. Most of our customers are choosing Azure and Oracle products/services over AWS. Why? Link to comment Share on other sites More sharing options...
Castanza Posted June 5, 2019 Share Posted June 5, 2019 https://news.microsoft.com/2019/06/05/microsoft-and-oracle-to-interconnect-microsoft-azure-and-oracle-cloud/ Msft partnering with Oracle on some cloud stuff As a result of this expanded partnership, the companies are today making available a new set of capabilities: Connect Azure and Oracle Cloud seamlessly, allowing customers to extend their on-premises datacenters to both clouds. This direct interconnect is available starting today in Ashburn (North America) and Azure US East, with plans to expand additional regions in the future. Unified identity and access management, via a unified single sign-on experience and automated user provisioning, to manage resources across Azure and Oracle Cloud. Also available in early preview today, Oracle applications can use Azure Active Directory as the identity provider and for conditional access. Supported deployment of custom applications and packaged Oracle applications (JD Edwards EnterpriseOne, E-Business Suite, PeopleSoft, Oracle Retail, Hyperion) on Azure with Oracle databases (RAC, Exadata, Autonomous Database) deployed in Oracle Cloud. The same Oracle applications will also be certified to run on Azure with Oracle databases in Oracle Cloud. A collaborative support model to help IT organizations deploy these new capabilities while enabling them to leverage existing customer support relationships and processes. Oracle Database will continue to be certified to run in Azure on various operating systems, including Windows Server and Oracle Linux. "Starting today in Ashburn" Referring to my company (at least partially). This is a big deal. Most of our customers are choosing Azure and Oracle products/services over AWS. Why? Based on what I hear is... 1.) Oracle is very hard and expensive to leave 2.) Azure is cheaper than AWS not to mention if companies choose Azure they often get large licensing breaks for other Microsoft products which they inevitably use. 3.) Azure is arguably better and offers more features than AWS 4.) Microsoft and Oracle are much more likely to commission a local engineer to help out with issues. Both AWS and Azure do some things better than others. AWS is much easier and streamlined if you have to do disaster recovery. But personally think some of the tools offered by Azure are more compatible with development. Honestly it's very close and neither company offers a large enough advantage to justify the cost of switching (in many cases). From what I hear on the street is Microsoft has recently (past year) changed how they "work" their developers. They have really given them free reign to explore projects on their own and come up with new tech and tools. I think Microsoft does a better job at providing some management and accountability with their "pipes." AWS is very hands off an supportive. I have seen multiple Oracle, Azure, HP, and IBM engineers get a permanent office in my building for extra support. But I have never seen an AWS engineer. In fairness we do maybe 20% AWS. It all comes down to price. It's amazing how cheap large companies are. I've seen people complain about paying for 50 Gb of memory on a VM because they weren't currently using it. It's literally $15/month and this is a multi billion dollar company (Bayer). Even if they were running that on say 3k servers, it would be a drop in the bucket as a revenue leak. Link to comment Share on other sites More sharing options...
Liberty Posted June 27, 2019 Share Posted June 27, 2019 Video interview with MSFT VP in charge of "intelligence cloud and edge cloud": https://ondemand.ceraweek.com/detail/videos/technology/video/6013061803001/dialogue-with-jason-zander-executive-vp-microsoft-corporation?autoStart=true Link to comment Share on other sites More sharing options...
Liberty Posted July 11, 2019 Share Posted July 11, 2019 https://www.cnbc.com/2019/07/11/microsoft-teams-passes-slack-in-daily-users-rajesh-jha-explains-why.html Over 13 million people use Microsoft’s Teams app for chat, meetings and document collaboration every day. Competing app Slack had more than 10 million daily users in the three months that ended on Jan. 31. Link to comment Share on other sites More sharing options...
Jurgis Posted July 11, 2019 Share Posted July 11, 2019 https://www.cnbc.com/2019/07/11/microsoft-teams-passes-slack-in-daily-users-rajesh-jha-explains-why.html Over 13 million people use Microsoft’s Teams app for chat, meetings and document collaboration every day. Competing app Slack had more than 10 million daily users in the three months that ended on Jan. 31. tl;dr: Since March 2017, Microsoft has included Teams in companies’ subscriptions to the Office 365 bundle of productivity software at no additional charge. Link to comment Share on other sites More sharing options...
Liberty Posted July 11, 2019 Share Posted July 11, 2019 https://www.cnbc.com/2019/07/11/microsoft-teams-passes-slack-in-daily-users-rajesh-jha-explains-why.html Over 13 million people use Microsoft’s Teams app for chat, meetings and document collaboration every day. Competing app Slack had more than 10 million daily users in the three months that ended on Jan. 31. tl;dr: Since March 2017, Microsoft has included Teams in companies’ subscriptions to the Office 365 bundle of productivity software at no additional charge. Of course. That's the power of having an existing user base this large to bundle and cross-sell to. Link to comment Share on other sites More sharing options...
Liberty Posted July 17, 2019 Share Posted July 17, 2019 https://www.prnewswire.com/news-releases/att-and-microsoft-announce-a-strategic-alliance-to-deliver-innovation-with-cloud-ai-and-5g-300886310.html Microsoft will be the preferred cloud provider for non-network applications, as part of AT&T's broader public cloud first strategy, and will support AT&T as it consolidates its data center infrastructure and operations. As part of the agreement, AT&T will provide much of its workforce with robust cloud-based productivity and collaboration tools available with Microsoft 365, and plans to migrate non-network infrastructure applications to the Microsoft Azure cloud platform. Link to comment Share on other sites More sharing options...
Liberty Posted July 18, 2019 Share Posted July 18, 2019 MSFT Q2: https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q4/press-release-webcast https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/SlidesFY19Q4.pptx?version=57904466-7e87-bcd6-1a59-9e4c5e26a761 · Revenue was $33.7 billion and increased 12% · Operating income was $12.4 billion and increased 20% · Net income was $13.2 billion GAAP and $10.6 billion non-GAAP, and increased 49% and 21%, respectively · Diluted earnings per share was $1.71 GAAP and $1.37 non-GAAP, and increased 50% and 21%, respectively · GAAP results include a $2.6 billion net income tax benefit explained in the Non-GAAP Definition section below Cash flow: +41% YoY Free cash flow: $12.1bn, +62% Microsoft returned $7.7 billion to shareholders in the form of share repurchases and dividends in the fourth quarter of fiscal year 2019. Gross margins: 69% (+200bps) Op. Income margin: 37% (+200bps) Azure revenue growth of 64% (up 68% in constant currency) Link to comment Share on other sites More sharing options...
dwy000 Posted July 19, 2019 Share Posted July 19, 2019 Just amazing results considering the size of company. Link to comment Share on other sites More sharing options...
Liberty Posted July 19, 2019 Share Posted July 19, 2019 Just amazing results considering the size of company. Many parts of it are growing like a startup, but with mature company margins. Link to comment Share on other sites More sharing options...
Liberty Posted July 22, 2019 Share Posted July 22, 2019 https://www.reuters.com/article/us-microsoft-openai/microsoft-to-invest-1-billion-in-openai-idUSKCN1UH1H9 Link to comment Share on other sites More sharing options...
Liberty Posted July 23, 2019 Share Posted July 23, 2019 https://venturebeat.com/2019/07/23/linkedin-is-migrating-to-microsoft-azure/ LinkedIn today announced it is swapping out its datacenters for the public cloud. The Microsoft-owned company is moving its infrastructure to Azure Link to comment Share on other sites More sharing options...
dwy000 Posted July 23, 2019 Share Posted July 23, 2019 https://venturebeat.com/2019/07/23/linkedin-is-migrating-to-microsoft-azure/ LinkedIn today announced it is swapping out its datacenters for the public cloud. The Microsoft-owned company is moving its infrastructure to Azure Do you think AWS got the chance to bid on this contract? Link to comment Share on other sites More sharing options...
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