Today as we launch our fall wave of enterprise cloud products and services, I’ve been reflecting on how things change. A few years ago when I joined what was then the Server and Tools Business, I had the opportunity to talk to financial analysts about our business. Interestingly, after I covered the trends and trajectory of a $19 billion business – what would independently be one of the top three software companies in the world – there were no questions. Zero.
Well, recently that has changed. As of late, there has been a lot of interest in what I call the commercial business, which spans nearly every area of enterprise IT and represents about 58 percent of Microsoft’s total revenue. It’s a critical business for us, with great momentum and one to which we are incredibly committed.
But as people look at our commercial business in this age of cloud computing, big data and the consumerization of IT, people are asking questions about our future strength in the enterprise. Will Microsoft continue to be at the core of business computing in, say, 10 years? I’ll be honest that there’s a little déjà vu in that question; 10 years ago many people doubted our ability to be an enterprise company and today we surely are. But, it’s a question worth exploring.
My answer is Yes. Yes, I believe we will be at the core of, and in fact lead, the enterprise cloud era. I’ll explain why.
The enterprise move to the cloud is indeed going to be huge – we’re talking about a potential IT market of more than 2 trillion dollars – and that move is just getting started. To be the leader in this next era of enterprise cloud you must:
· Have best-in-class first-party SaaS applications– on your cloud
· Operate a public cloud – at massive, global scale – that supports a broad range of third parties
· Deliver true hybrid cloud capabilities that provide multi-cloud mobility
These are the characteristics enterprises need and want as they move to the cloud. So, let’s briefly look at how Microsoft is doing in these areas.
We are delivering best-in-class first party software-as-a-service applications: Business services like Office 365, Yammer, Dynamics CRM, and consumer services like Bing, Outlook.com, Xbox Live and more than 200 other services. The widespread use of services like Office 365 provides a foundation for other critical cloud technologies that enterprises will adopt, such as identity and application management.
We are delivering a global public cloud platform in Windows Azure - the only... Read the rest of this post --->
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