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"But Microsoft is way ahead of Oracle when it comes to the IaaS segment with Microsoft Azure growing at triple-digit speeds for the last several quarters. Oracle's IaaS segment grew only 6% during the latest quarter, a growth rate that exemplifies its weak position in the strongly growing IaaS market. As Office 365 keeps marching onward and upward, Microsoft is gaining an even stronger foothold in the enterprise segment. Its IaaS offering is as good as any other company out there in the segment, something that is also validated by the strong growth numbers it has been reporting in the last two years. As Microsoft keeps expanding its business management software portfolio that includes CRM and ERP, the company will be in a unique position with strong cloud offerings in SaaS-PaaS-IaaS segments that will be unmatchable by its competition. Companies will naturally gravitate toward a single vendor that can take care of several workflows instead of going through the headache of handling multiple vendors and worrying about integrating all of them to work seamlessly. With Microsoft, that won't be a problem, and that's something Nadella is consciously crafting out of the company's many disparate products. But don't get me wrong. The need for multiple SaaS vendors will always be there. Different businesses have different needs, and there will be times when only a niche player would be able to adequately address those needs. But when you have a company that can take care of the majority of the workflows as well as workloads, like Microsoft can, you'd rather keep Microsoft to handle all the heavy lifting while throwing in a few more SaaS companies to address the entirety of your technology needs. There won't be a need to have Salesforce (NYSE:CRM) manage your customer relationships, Oracle handle your enterprise resource planning, Microsoft handle your office productivity suite and Amazon handle your infrastructure. All you need is a few clicks on your Microsoft

The key to the Microsoft Empire has always been that of controlling the "interoperability layer". It's something Bill Gates learned in 1980, when he opted to forgo royalty payments from IBM for DOS, in order to control all rights to DOS. "Probably the smartest choice Bill Gates ever made came in 1980, when he decided not to hand over the copyright for Microsoft's first-ever operating system to IBM.  In 1980, IBM contracted a startup called Microsoft to deliver DOS, an operating system for its forthcoming IBM PC, on a tight deadline. The IBM PC came out in 1981, and soon became a smash hit, surpassing the leading Apple II. A horde of competitors rushed to build their own "IBM Compatible" clones that could run all of the same software and use all of the same hardware upgrades. But to build those IBM clones, they needed DOS. And if they wanted DOS, they needed to fork over cash to Microsoft. Microsoft kept the rights in lieu of royalties from IBM. DOS put Microsoft the very center of the PC revolution, even through the era of Windows, and even after IBM left the PC market, eventually selling off that business. 36 years later, it's been a long time since the IBM PC moment. And with the Apple iPhone and Google Android ruling the all-important mobile market, Microsoft missed its shot at the mobile operating system revolution.  That's why Microsoft, which keeps boasting about how much it loves selling cloud services and subscriptions, is suddenly investing so much in hardware like the HoloLens and the Surface. If no new IBM PC will come along like in 1981, Microsoft will just have to build it itself. "

"Shortly after the start of the millennium, Microsoft stated a goal to be the go-to enterprise platform for the data center. Many in the industry scoffed at the idea that Microsoft could dominate in a market traditionally led by Unix. Today, there are few enterprises that don't have a significant investment in Microsoft servers and infrastructure. Five years ago Microsoft launched Office 365 and, right now, we're seeing a parallel in their move to lead the cloud office application sector. Office and the enterprise applications that support Office 365-Exchange, SharePoint and Skype for Business - have become ubiquitous in the market. In July this year, it was reported that Office 365 is used daily by over 70 million enterprise users. However, Microsoft hasn't achieved this success without challenges. In 2013, many industry pundits saw Google Apps for Enterprise as the heir apparent for cloud and productivity, but things have changed significantly in the last three years. Under Satya Nadella's leadership, Microsoft has rebranded to support its 'mobile-first, cloud- first' go-to-market. The move to support Office on the Apple and Google platforms has strengthened its position in the market. Following this success, their next ambition is to enable customers and partners to move to Office 365. Earlier this year, Microsoft launched a number of initiatives to help clients consume Office 365 licenses more effectively. One such program is geared towards securing the license base by motivating renewals and preventing-churn versus a completely new sale. Once a client activates and consumes the licenses on Office 365, they receive ongoing upgrades, renewals, and new features as part of an evergreen service. Employees experience the latest across all their devices. This compares favorably to the historical process of waiting every three to four years for the on-premises Enterprise Agreement to be signed and subsequent refresh of a laptop with a new office applica

"Back in Microsoft's early days, Bill Gates and Paul Allen devised the mission statement that became the formula for their company's success: "A computer on every desk and in every home, running Microsoft software." Fast-forward a few decades and the playing field has changed. For starters, the notion that we can get by with just one computer at home and one at the office is downright quaint in 2016. Then there's that word software, which brings up images of shrink-wrapped retail packages and CD jewel boxes. Today, most modern development is aimed at creating apps that are lightweight and easily available for modern mobile platforms. And even traditional software is morphing into services, managed in the cloud and available from just about anywhere with Internet access. Microsoft Azure services are gradually replacing on-premises servers, and Office 365 subscriptions are eating into the market for perpetual Office licenses. Put it all together, and I suggest it's time for Satya Nadella's Microsoft to adopt a new mission statement: "A connected world, filled with intelligent devices running Microsoft services and apps." The company's latest financial results suggest that Microsoft is living up to that mission statement. The Intelligent Cloud segment, which combines traditional server products and cloud services like Microsoft Azure, is top dog in Redmond. In the first half of fiscal 2016, Microsoft's combined commercial cloud businesses grew 70 percent compared to the previous year, and that growth rate shows no signs of stopping. To get to that point, Microsoft had to get rid of the mindset that Windows was its most important product. And, indeed, that's happening already. Aaron Levie, CEO of Box and a Silicon Valley veteran, told me recently that he thinks Microsoft has mastered the art of "openness." The result is a series of moves that would have been unthinkable even five years ago, with a steady stream of apps for iOS and Android, including Office 365 rele

"One standout in the cloud business is the company's "Office 365" product suite. Nadella took the old Office suite, which charged users every couple of years for a licence, and moved it to the cloud, where users now pay a monthly fee instead. Microsoft hasn't given a revenue breakdown for Office 365, but in the latest quarter, Microsoft said that revenue grew 63% on a constant currency basis over the same time last year. It also now has 22.2 million subscribers, up from 20.6 million subscribers in the previous quarter. Bernstein analyst Mark Moerdler forecasts that the cloud version of Office 365 had annual sales trending to $6.5 billion in the most recent quarter. (Source: "Microsoft Office Shines in the Cloud, Azure Will Be Profitable, Says Bernstein," Barron's, April 8, 2016.) That's out of total commercial cloud revenue that Microsoft reported of $10.0 billion in annualized sales. (Source: Microsoft Corporation, op cit.) So Office 365 is growing like crazy, but that's not the only bright spot in Microsoft's cloud business. In the battle for cloud computing services, "Microsoft Azure" is second to Amazon.com, Inc.'s (NASDAQ:AMZN) "Amazon Web Services" (AWS). However, Microsoft is starting to gain. While Azure has about 10% of the market to AWS's 30%, Azure is becoming bigger and bigger and it's bound to erode Amazon's lead. In the latest quarter, Azure grew 120% on a constant currency basis, which is almost double AWS's growth. (Source: "How Microsoft's Azure Is Giving Stiff Competition to Amazon's AWS," Yahoo! Finance, April 8, 2016.) Again, Microsoft didn't break down revenue for Azure but according to Bernstein's Moerdler, Azure's annual sales run rate is about $1.8 billion. (Source: Barron's, op cit.)"

"Latest Synergy Research data shows Microsoft lapping at Cisco's heels in the overall collaboration market, and well ahead in the hosted/cloud segment. A couple of primary tussles characterize the collaboration decision today: Cisco vs. Microsoft, and cloud vs. premises. So it behooves us to ask, then: What impact might we expect Microsoft's big push into the cloud, a la Skype for Business and Office 365, to have on each of these critical enterprise decision points? Will Microsoft push ahead of Cisco as it makes cloud the center of its collaboration universe? And will its Skype for Business/Office 365/voice story make the cloud an easier choice for enterprise communications professionals trying to determine whether to ditch a premises installation? This is certainly one way to think about the latest collaboration market data from Synergy Research Group, released this week for first-quarter 2015. The Synergy research shows Microsoft trailing Cisco ever so slightly in the total collaboration market, but well ahead of its chief competitor in hosted/cloud collaboration, as displayed in the graphic below. "

"Today's Windows Mobile is Microsoft second try at an OS with that name. Despite having an early first mover advantage with Windows Mobile in the early 2000's Microsoft's lead folded like a bad hand of cards when the iPhone and Android arrived on the scene in the second half of the decade. We have not heard much about the reasons for this failure from inside the company, until a few weeks ago, when Christian Hernandez, who worked as a developer in the division, spoke out about his experience of this period in a Medium post. He revealed that Microsoft did anticipate the upcoming evolution of mobile phones into internet-connected computing devices and that initially things were looking good, due to Microsoft having the following advantages: A solid and stable embedded OS code base with WinCE and a growing PDA platform in PocketPC which integrated familiar apps and user experience to the desktop A relationship with chip manufacturers and OEMs which should allow it to copy the model of the Wintel era onto smartphones where Microsoft provided the OS, reference designs and marketing dollars and OEMs built the hardware and took it to market A well managed and broad set of application developers who lived and died by Microsoft and would surely support its new shift towards a mobile platform. This also included Microsoft's own apps like Outlook, Word, Excel, MSN Messenger, Internet Explorer and XBox assets. A lot of money in the bank to buy customers and market share"

"Either way, customers win. In early November Microsoft announced a new product called Microsoft Teams. It's a way for groups of people, typically colleagues inside a company, to communicate with each other over multiple, simultaneous conversations. It will be part of the software giant's online Office 365 product, the "productivity" subscription program used by 85 million "knowledge workers" around the world. More than a billion additional customers use the offline version of Office. A relatively small group of people-4 million, to be precise-will recognize something familiar about the new Microsoft offering. That's because it's more or less what a San Francisco startup called Slack does. Microsoft is adding a few bells and whistles, including easier-to-follow threaded conversations and video conferencing. Slack, which took the charmingly old-fashioned step of buying a newspaper ad to "welcome" Microsoft to its game, has said it will match those features. (Fortune, like many journalism organizations, uses Slack; after a year of steadily increasing usage, I've grown to like it.) This isn't the first time Microsoft has unveiled a "Slack killer." In fact, it is becoming something of an annual event. What's more, Slack is growing fast. It has 4 million users, up from 1.25 million a year ago. About 30% of those customers pay either $6.67 or $12.50 per month for the product, depending on which features they use. My back-of-the-envelope calculation of Slack's annual revenue, assuming all customers pay the average of the two price points, is around $140 million. "You're pretty close," Slack founder and CEO Stewart Butterfield told me just before Thanksgiving. "

But nobody is saying that the output of this technology can't be combined with the output of facial recognition technology to let them monitor you individually AND track your emotions. Fortunately, others are fighting back with knowledge and tech to block facial recognition. http://goo.gl/JMQM2W

"Microsoft loves subscriptions. Moving a corporate customer from "transactional" purchases of Office -- the once-traditional practice of purchasing one-time, perpetual licenses that let workers use the suite as long as their firms want -- to Office 365 rent-not-buy subscriptions results in almost a doubling of revenue for Microsoft. "Over the lifetime, the increased reach, the increased frequency in this example, as well as some yield, adding some incremental services, results in a 1.8 times lifetime value of that user in the transition," said CFO Amy Hood in a meeting with Wall Street last week."

"Today Microsoft starts shipping Office for iPad, finally plugging the gap in its portfolio that's been filled by popular document viewers and editors like QuickOffice and SlideShark.   Does this come too late for Microsoft? As much as naysayers like to proclaim Office is dying, people still overwhelmingly use it at home and at work. Office is supported at virtually every organization. Our survey of Forrester clients at the end of last year showed strong strides by Google Docs with 13% of firms using it.* However, the caveat is companies that have gone Google are using Docs to complement Office with collaboration features and mobile support, not to replace it.   You could argue how much incremental revenue Microsoft lost out on, but I don't think the lack of native Office apps has caused Microsoft to cede ground to other office productivity suites on the PC, where the vast majority of content is still created. Keep in mind that out of the 20% of information workers in North America and Europe that use a tablet for work, 60% of them use some office productivity software on it.** Half of tablets used for work are iPads. So immediately just 6% of information workers will be considering the Office apps as an alternative to what they are using on their tablets today.    Is Microsoft really multi-platform now?"

"Microsoft Office 365: what is important for business to know about the "cloud-based" office? Cloud-based service Microsoft Office 365 has become more and more popular solution for managing document workflow in companies. Subsequently, the number of MS Office 365 subscribers is growing by tens percent every year. For instance in the third quarter of 2015 the cloud-based services Office 365, Azure and Dynamics CRM became the principal drivers of the profit markup of Microsoft. Office 365: what is going on at the market? Offline version of MS Office has actually not many competitors with the comparable functionality. LibreOffice, OpenOffice, CorelOffice etc. may be referred among them. But if you examine the cross-platform solutions for the offline document editing, MS Office has virtually no rivals with its volume of functionality and compatibility of the document formats. Costs of the full-fledged package MS Office 365 (including its cloud-based capacities) and the offline version of MS Office 2013/2016 for the home users are comparable. Therefore the progressive transition of the majority of users to MS Office 365 may be forecasted. Currently the primary market spreading the MS Office 365 services is the corporate sector. However soon, due to the flexible pricing policy of Microsoft, new home users will progressively give their preference to MS Office 365. Rise of popularity of the off-the-shelf Microsoft solutions in the corporate sector, especially in the midst of the small and mid-sized business, is also expected. Integration of MS Office 365 with SharePoint Online, Exchange Online, Skype, OneDrive, PowerBIand Lync Online allows the full-scaled employment of the MS stack for document management and solution of other company tasks (video conferences, corporate mail, team-work with documents, data monitoring and analyze etc.). "MS Office has virtually no rivals with its volume of functionality and compatibility of the document formats" "

" "We ... recognize we are disappointing customers who expected unlimited storage across every Office 365 plan, and I want to apologize for not meeting your expectations," said Jeff Teper, Microsoft's top OneDrive executive, in a post to a company blog yesterday. Previously, Microsoft had said that all Office 365 customers would have a never-ending supply of storage in OneDrive for Business, the service for commercial customers. As of Thursday, the firm's roadmap for the subscription service still states, "Moving forward, all Office 365 customers will get unlimited OneDrive storage at no additional cost [emphasis added." Microsoft significantly revised that on Wednesday. Only the most expensive Office 365 plans -- Enterprise E3, the to-be-retired Enterprise E4, and the new Enterprise E5 plans -- will offer unlimited storage if more than five users are on the plan. And then only in stages, with each increase requiring Microsoft's approval. Between now and March, Microsoft will increase the storage allowance for customers on those plans -- as well as the corresponding ones for government customers and education -- from the current 1TB to 5TB. After that, companies and organizations that want more will have to ask for it."

"Microsoft's push to get customers to run their applications on the cloud is challenging channel partners who are comfortable selling the way they currently sell, according to Arnie Bellini, CEO of Connectwise. He says although partners may be reluctant to see their managed services lifestyle changed, it's time all Microsoft and Connectwise partners start considering a cloud services practice. Bellini pointed out that many ConnectWise and Microsoft solution providers are "reluctant" to embrace building a cloud services practice because "life is good" in managed services and predictable recurring revenue. But with the way Microsoft prices on-premise versus cloud Office offerings, no reasonable business person will opt for on-premise anymore, creating challenges for channel partners, Bellini told Channelnomics. "When it's under [a customer's] roof, MSPs are very comfortable because they know they can manage and monitor it and they become very sticky with their client as a result," he said. "But once that infrastructure moves from under the roof to the Microsoft cloud, they feel they will lose control. They feel they will not be able to bill for those services, and that's what Microsoft is asking them to do. They saying you've got to...resell Office 365 and bill your clients for it. The logistics of all of that are crushing to Microsoft partners.""

"I've purchased the latest Microsoft Office for every computer I've owned. It was a foregone conclusion. Dating back to when Word was white type on a blue screen, I used it so often I could recite the shortcuts. (Thesaurus? Shift-F7.) But Microsoft has run out of reasons to keep me paying. How we get work done on computers has fundamentally changed. For the new Office 2016, Microsoft wants you to pay $150 for collaborative capabilities that others already do better, free. It brings little new to people who rely on deep features in Word, Excel, PowerPoint or Outlook. Its mediocrity led me to a larger conclusion: It's time for Microsoft to press Control-Alt-Delete on the whole concept of Office. My relationship with Office started to sour as smartphones carried my work everywhere while my Office files stayed in the cubicle. I began emailing myself instead of fretting about scattered .doc files. Google ran with the work-anywhere idea early. Its free Web-based word processor and spreadsheet allow people in different locations to edit a document together. With Google Docs and Sheets, there's no more emailing drafts back and forth."

"I've purchased the latest Microsoft Office for every computer I've owned. It was a foregone conclusion. Dating back to when Word was white type on a blue screen, I used it so often I could recite the shortcuts. (Thesaurus? Shift-F7.) But Microsoft has run out of reasons to keep me paying. How we get work done on computers has fundamentally changed. For the new Office 2016, Microsoft wants you to pay $150 for collaborative capabilities that others already do better, free. It brings little new to people who rely on deep features in Word, Excel, PowerPoint or Outlook. Its mediocrity led me to a larger conclusion: It's time for Microsoft to press Control-Alt-Delete on the whole concept of Office. My relationship with Office started to sour as smartphones carried my work everywhere while my Office files stayed in the cubicle. I began emailing myself instead of fretting about scattered .doc files. Google ran with the work-anywhere idea early. Its free Web-based word processor and spreadsheet allow people in different locations to edit a document together. With Google Docs and Sheets, there's no more emailing drafts back and forth."

"Five months after delivering a limited preview of its PowerApps service for building custom business applications, Microsoft is making PowerApps available as a public preview today, April 29. PowerApps, which was codenamed Project Kratos, is designed to allow business users and business analysts to create custom native, mobile, and Web apps that can be shared simply across their organizations. Examples of just a few of the many types of apps users can create using PowerApps include simple cost estimators, budget trackers, and site-inspection reports. PowerApps connects to existing cloud services and data sources. It's designed to allow users to build apps without writing code or having to figure out integration issues. The custom apps created with PowerApps can be published internally across the Web, tablets and mobile devices, without requiring app creators to go through app stores for distribution"

"The combination of familiar software and enterprise-class support is bringing early adopters disappointed by Google's lack of progress back to Microsoft."

"Microsoft has held its dominance in the software market in part because it is the go-to provider for many business solutions. Word, Excel and Powerpoint are essential pieces of software across almost any industry, whether they are used for presentations and memos or tracking expenses and marketing products. However, enterprise apps from competitors are growing in popularity, according to a new report from Okta, with apps and services filling gaps left by Microsoft's products. That doesn't mean Microsoft is losing ground, though. In fact, Okta found that Google Apps and Microsoft Office 365 use overlaps at more than 40 percent of companies."

Aug 4, 2016 at 18:30 GMT Everyone knows that Amazon is the current leader in the cloud infrastructure market by a huge margin. But it is not just about cloud infrastructure (IaaS), enterprises need SaaS, PaaS, and several others for a complete solution. Microsoft today highlighted that they are the only vendor recognized as a leader across Gartner's Magic Quadrants for IaaS, PaaS and SaaS solutions for enterprise cloud workloads. Microsoft is in a unique position with their extensive portfolio of cloud offerings designed for the needs of enterprises, including Software as a Service (SaaS) offerings like Office 365, CRM Online and Power BI and Azure Infrastructure as a Service (IaaS) and Platform as a Service (PaaS). And Microsoft's cloud vision is a unified story that we're executing on with the same datacenter regions, compliance commitments, operational model, billing, support and more. The ability to deploy and use applications close to data with consistent identity and a shared ecosystem, means greater efficiency, less complexity, and cost savings. Take a look at the table on the top, Microsoft is a Leader in almost 18 different cloud solution categories while Amazon is a leader in only three of them and Google in none."