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Microsoft’s Resurgence Under Satya Nadella

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Re: Microsoft’s Resurgence Under Satya Nadella

#141

Earlier quoted context omitted.

Uh, Azure revenue, by many accounts, is greater than AWS: https://www.forbes.com/sites/bobevans1/2018/10/29/1-microsof... https://www.forbes.com/sites/bobevans1/2018/04/27/microsoft-... And sorry, G Suite is a joke compared to desktop Office for serious work. It doesn't matter what the youngin's prefer, what matters is what gets (or facilitates getting) real work done in the enterprise, which generally revolves aroun…

Microsoft includes a bunch of non-Azure products under their cloud revenue. And they do it to confuse people and falsely claim they're outpacing AWS, which as you just proved, works.

I'm pretty skeptical of your claim there. I'm happy to admit I'm wrong if that's truly the case, but let's see some reputable references that backs that up first. I haven't been able to find anything that substantiates that claim.

Re: Microsoft’s Resurgence Under Satya Nadella

#142
post #11

Long story, short: 1. Realize the world is moving beyond Windows 2. Cede mobile OS to Android/iOS, that battle is lost. 3. Realize, next great revenue stream is the Cloud (Azure).

Yeah, those help. But it was ultimately recognizing which pie was shrinking and which pie is growing - and is still growing. MS is a software company. Now that they've remembered that, it's producing results.

Actually, most of Microsoft is still a huge sales organization. Any technical role that is part of a subsidiary and isn’t in support is under sales, and they have been relentlessly driving Azure because that’s their top priority.

Re: Microsoft’s Resurgence Under Satya Nadella

#143

Earlier quoted context omitted.

Uh, Azure revenue, by many accounts, is greater than AWS: https://www.forbes.com/sites/bobevans1/2018/10/29/1-microsof... https://www.forbes.com/sites/bobevans1/2018/04/27/microsoft-... And sorry, G Suite is a joke compared to desktop Office for serious work. It doesn't matter what the youngin's prefer, what matters is what gets (or facilitates getting) real work done in the enterprise, which generally revolves aroun…

PowerPoint for real work? Please. I'll give you Excel.

Every slide deck ever that a director or VP has used to justify their budget for all that great Excel work. Every pitch deck to win a deal. Every teacher or professor that gives a presentation with PowerPoint. I hate endless slides, but fact is millions of people build and present them every day.

How exactly is all of that not real work?

Re: Microsoft’s Resurgence Under Satya Nadella

#144

Earlier quoted context omitted.

Yeah, those help. But it was ultimately recognizing which pie was shrinking and which pie is growing - and is still growing. MS is a software company. Now that they've remembered that, it's producing results.

Microsoft takes earnest shots at hardware, it might not always work out but I appreciate the effort. Long live the Zune!

Surface book 2!

Re: Microsoft’s Resurgence Under Satya Nadella

#145
post #117

It's important to know when to give up, sure, but what did he actually start? Everything that carries MS today (Azure, Exchange Online, subscription software, Office 365, XBox) was started and got traction under Ballmer.

Is a CEOs job really to start new stuff? As someone points out below, Balmer also started stuff that cost the company, windows phone, Skype etc. So I disagree that a CEO should be measured by only things he started that were successful. I think a CEOs job is that of a sustainer of growth, which can be done in many ways and doesn't necessarily need new products.

Re: Microsoft’s Resurgence Under Satya Nadella

#146

Earlier quoted context omitted.

Uh, Azure revenue, by many accounts, is greater than AWS: https://www.forbes.com/sites/bobevans1/2018/10/29/1-microsof... https://www.forbes.com/sites/bobevans1/2018/04/27/microsoft-... And sorry, G Suite is a joke compared to desktop Office for serious work. It doesn't matter what the youngin's prefer, what matters is what gets (or facilitates getting) real work done in the enterprise, which generally revolves aroun…

That seems more like an entrenched opinion that you've continually looked to reaffirm instead of opening your perspective. First, serious work & powerpoint? Really? Yeah in an enterprise organization that's largely stuck doing what they've been doing because it's worked - sure, but that's not a technology issue, it's a culture issue. For example, Google Sheets covers 80-90% of the use cases for Excel. But that's not…

> continually looked to reaffirm

Huh? I don't recall continually posting about how G Suite sucks. Pretty sure this is the first time?

> Desktop Office is great for individual work, but in today's dynamics, it really seems like you put a ceiling on productivity by sticking to it.

Desktop Office is basically O365 today, and it's pretty much constant collaboration where I work. Not sure how that doesn't meet today's dynamics?

Re: Microsoft’s Resurgence Under Satya Nadella

#147
post #102

Earlier quoted context omitted.

Uh, Azure revenue, by many accounts, is greater than AWS: https://www.forbes.com/sites/bobevans1/2018/10/29/1-microsof... https://www.forbes.com/sites/bobevans1/2018/04/27/microsoft-... And sorry, G Suite is a joke compared to desktop Office for serious work. It doesn't matter what the youngin's prefer, what matters is what gets (or facilitates getting) real work done in the enterprise, which generally revolves aroun…

You ever tried actually using Azure `services`? What a joke! On the surface they try to have feature parity with their AWS analogues, scratch the surface any that illusion quickly evaporates. Nowhere close. As for O365 - old mode, still nowhere close to GSuite for new ways of working.

Yes, they work perfectly fine, if not extremely well, for nearly all of the cloud work I've done, which has been extensive.

Re: Microsoft’s Resurgence Under Satya Nadella

#148
post #117

It's important to know when to give up, sure, but what did he actually start? Everything that carries MS today (Azure, Exchange Online, subscription software, Office 365, XBox) was started and got traction under Ballmer.

Is a CEOs job really to start new stuff? As someone points out below, Balmer also started stuff that cost the company, windows phone, Skype etc. So I disagree that a CEO should be measured by only things he started that were successful. I think a CEOs job is that of a sustainer of growth, which can be done in many ways and doesn't necessarily need new products.

Arguably, yes, if the company is to sustain itself in the future. And yes, some stuff will fail. You still have to try though. Consider this: if Ballmer did not start all those things, MSFT of today would not see quite the "resurgence" the article talks about, no matter who's at the helm.

Re: Microsoft’s Resurgence Under Satya Nadella

#149

Earlier quoted context omitted.

Yeah, those help. But it was ultimately recognizing which pie was shrinking and which pie is growing - and is still growing. MS is a software company. Now that they've remembered that, it's producing results.

Microsoft takes earnest shots at hardware, it might not always work out but I appreciate the effort. Long live the Zune!

Yeah, those products don't pan out, but ya have to believe they're learning something of value in the process.

Re: Microsoft’s Resurgence Under Satya Nadella

#150

Earlier quoted context omitted.

PowerPoint for real work? Please. I'll give you Excel.

Every slide deck ever that a director or VP has used to justify their budget for all that great Excel work. Every pitch deck to win a deal. Every teacher or professor that gives a presentation with PowerPoint. I hate endless slides, but fact is millions of people build and present them every day. How exactly is all of that not real work?

Well point one I think it's a shit way to disseminate information. Point two and more seriously, the alternatives aren't much worse in PowerPoint's case.
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