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How Microsoft Is Powering Digital Transformation From the Cloud<blockquote>微软如何从云中推动数字化转型</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":352537828,"tweetId":"352537828","gmtCreate":1616983903564,"gmtModify":1634523305661,"author":{"id":3578454236921942,"idStr":"3578454236921942","authorId":3578454236921942,"authorIdStr":"3578454236921942","name":"UNCLEUNCLE","avatar":"https://static.tigerbbs.com/39d9ac757e81155e380be67c7f350841","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":22,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Please comment</p></body></html>","htmlText":"<html><head></head><body><p>Please comment</p></body></html>","text":"Please comment","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/352537828","repostId":1164511550,"repostType":4,"repost":{"id":"1164511550","kind":"news","pubTimestamp":1616983121,"share":"https://www.laohu8.com/m/news/1164511550?lang=zh_CN&edition=full","pubTime":"2021-03-29 09:58","market":"us","language":"en","title":"How Microsoft Is Powering Digital Transformation From the Cloud<blockquote>微软如何从云中推动数字化转型</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164511550","media":"Nasdaq","summary":"Seven years ago, on March 24, 2014, Microsoft announced the upcoming name change for Windows Azure t","content":"<p>Seven years ago, on March 24, 2014, Microsoft announced the upcoming name change for Windows Azure to Microsoft Azure. This change, which came into effect on April 3, marked a symbolic shift in Microsoft Corporation’s (MSFT) overall business strategy. The move reflected its focus to tap the demand for cloud, against the backdrop of a renewed vision for a “mobile-first, cloud-first, data-powered world” of its then newly appointed CEO, Satya Nadella. Over these years, cloud computing has become an integral part of Microsoft.</p><p><blockquote>七年前,2014年3月24日,微软宣布即将将Windows Azure更名为微软Azure。这一变化于4月3日生效,标志着微软公司(MSFT)整体业务战略的象征性转变。此举反映了其专注于挖掘云需求,背景是当时新任命的首席执行官萨蒂亚·纳德拉(Satya Nadella)对“移动优先、云优先、数据驱动的世界”的新愿景。这些年来,云计算已经成为微软不可或缺的一部分。</blockquote></p><p> Here’s an overview of its journey so far, and how it’s working to boost Microsoft Azure.</p><p><blockquote>以下是它迄今为止的历程概述,以及它如何推动微软Azure的发展。</blockquote></p><p> In FY 2014 (July-June), Microsoft reported that its commercial cloud revenue hit a $4.4 billion annual run-rate. Within a year, it surpassed $8 billion annualized run-rate. It was around this time that Microsoft set an ambitious target of achieving $20 billion in commercial cloud annualized revenue run-rate in FY 2018. By FY 2016, its annualized revenue run-rate had exceeded $12.1 billion, and FY 2017 witnessed the figure cross $18.9 billion. Microsoft’s commercial cloud business delivered more than $23 billion in revenue in FY 2018, topping the ambitious goal it had set, nine months ahead of schedule. During 2019, $38 billion in revenue was posted while FY 2020 witnessed its commercial cloud surpass $50 billion in revenue for the first time. During Q2 FY 2021 (October-December), Microsoft reported a 34% year over year increase in its commercial cloud revenue to $16.7 billion.</p><p><blockquote>2014财年(7月至6月),微软报告称其商业云收入达到44亿美元的年运行率。一年内,它的年化运行率超过了80亿美元。大约在这个时候,微软设定了一个雄心勃勃的目标,即在2018财年实现200亿美元的商业云年化收入运行率。到2016财年,其年化收入运行率已超过121亿美元,2017财年这一数字突破189亿美元。微软的商业云业务在2018财年实现了超过230亿美元的收入,超过了其设定的雄心勃勃的目标,提前了9个月。2019年,公布了380亿美元的收入,而2020财年,其商业云收入首次超过500亿美元。在Q2 2021财年(10月至12月),微软报告其商业云收入同比增长34%,达到167亿美元。</blockquote></p><p> Microsoft has been expanding its network of data centers to offer its cloud services to more customers. Currently, it has more than 170 global network Points of Presence (POPs). Microsoft is one of the four companies along with Amazon, Google and IBM with the broadest data center footprint. To deliver a great cloud experience, Microsoft's global network (WAN) spans more than 165,000 miles connecting its data centersacross 61 Azure, with edge-nodes strategically placed around the world. During the Q2 FY 2021earnings call, seven new data center regions in Asia, Europe and Latin America were announced along with adding support for top-secret classified workloads in the U.S.</p><p><blockquote>微软一直在扩大其数据中心网络,为更多客户提供云服务。目前,它拥有170多个全球网络接入点(POP)。微软是与Amazon、Google和IBM一起拥有最广泛数据中心足迹的四家公司之一。为了提供出色的云体验,微软的全球网络(WAN)跨越超过165,000英里,将其数据中心连接到61 Azure,边缘节点战略性地放置在世界各地。在2021财年第二季度收益看涨期权上,宣布了亚洲、欧洲和拉丁美洲的七个新数据中心区域,并增加了对美国绝密机密工作负载的支持。</blockquote></p><p> Microsoft has acquired around 210 companies since 1994; in recent years, MSFT has made key buys to help bolster its cloud services. In 2019, Microsoft acquired Movere, an innovative technology provider in the cloud migration space. During 2020, to enhance its capabilities for a 5G ecosystem, and support the telecommunications industry, Microsoft acquired Affirmed Networks and Metaswitch Networks. To ensure robust security capabilities, CyberX was acquired to complement the existing Azure IoT security systems. Aorato (2014), Adallom (2015), Secure Islands (2015), and Hexadite (2017) are some of its other acquisitions to strengthen the Azure security ecosystem.</p><p><blockquote>自1994年以来,微软已收购了约210家公司;近年来,MSFT进行了重大收购,以帮助加强其云服务。2019年,微软收购了云迁移领域的创新技术提供商Movere。2020年,为了增强其5G生态系统的能力并支持电信行业,微软收购了Affirmed Networks和Metaswitch Networks。为了确保强大的安全能力,收购CyberX是为了补充现有的Azure物联网安全系统。Aorato(2014年)、Adallom(2015年)、Secure Islands(2015年)和Hexadite(2017年)是其加强Azure安全生态系统的其他一些收购。</blockquote></p><p> More organizations are relying on cloud computing, from healthcare AI-assisted bots, to digital twins in manufacturing, to ecommerce in retail. The worldwide end-user spending on public cloud services is forecast to grow 18.4% in 2021 to total $304.9 billion, up from $257.5 billion in 2020, according to Gartner.</p><p><blockquote>越来越多的组织依赖云计算,从医疗保健人工智能辅助机器人,到制造业的数字双胞胎,再到零售业的电子商务。根据Gartner的数据,全球最终用户在公共云服务上的支出预计将在2021年增长18.4%,达到3049亿美元,高于2020年的2575亿美元。</blockquote></p><p> According to Microsoft’s annual report, “Today, leaders in every industry—including 95% of the Fortune 500—run on Azure.” Microsoft continues to expand its partnerships and deals. In July 2020, PepsiCo entered into a five-year partnership with Microsoft as its preferred cloud provider to accelerate PepsiCo’s infrastructure, ERP and data estate consolidation and modernization. Companies such as Bentley Systems (BSY), Honeywell (HON), and Johnson Controls (JCI) have collaborated with Microsoft to utilize technologies such as Azure Digital Twins to bridge the digital and physical worlds, creating simulations of factories to optimize their operations.</p><p><blockquote>根据微软的年度报告,“如今,每个行业的领导者——包括95%的财富500强企业——都在Azure上运行。”微软继续扩大其合作伙伴关系和交易。2020年7月,百事公司与微软作为其首选云提供商建立了为期五年的合作伙伴关系,以加速百事公司的基础设施、ERP和数据资产整合和现代化。Bentley Systems(BSY)、Honeywell(HON)和Johnson Controls(JCI)等公司已与微软合作,利用Azure Digital Twins等技术来连接数字世界和物理世界,创建工厂模拟以优化其运营。</blockquote></p><p> Read More</p><p><blockquote>阅读更多</blockquote></p><p> In January 2021, GM and Cruise partnered with Microsoft to leverage Azure to commercialize its unique autonomous vehicle solutions at scale. In addition, GM will explore opportunities with Microsoft to streamline operations across digital supply chains. In February 2021, Volkswagen teamed up with Microsoft for its software company Car.Software Organization to build a cloud-based Automated Driving Platform on Microsoft Azure and leverage its computing and data capabilities.</p><p><blockquote>2021年1月,通用汽车和Cruise与微软合作,利用Azure将其独特的自动驾驶汽车解决方案大规模商业化,此外,通用汽车还将与微软探索简化数字供应链运营的机会。2021年2月,大众汽车与微软合作开发其软件公司Car。软件组织,在微软Azure上构建基于云的自动驾驶平台,并利用其计算和数据能力。</blockquote></p><p> In other partnerships, SAP SE (SAP) and Microsoft joined hands to accelerate the adoption of SAP S/4HANA on Microsoft Azure. Together, both the companies are working to simplify and streamline customers’ journeys to the cloud. While Amadeus and Microsoft will harness cloud technology to create smoother travel experiences in the future.</p><p><blockquote>在其他合作伙伴关系中,SAP SE(SAP)和微软携手加速SAP S/4HANA在微软Azure上的采用。两家公司都在共同努力简化和精简客户的云之旅。而Amadeus和微软将利用云技术在未来创造更顺畅的旅行体验。</blockquote></p><p></p><p> Gaming is another area that has huge potential. In October 2018, Microsoft announced Project xCloud to build cloud gaming. During the Q2 FY2021, Microsoft surpassed $5 billion for the first time in gaming revenue.</p><p><blockquote>游戏是另一个潜力巨大的领域。2018年10月,微软宣布了Project xCloud来构建云游戏。2021财年第二季度,微软游戏收入首次突破50亿美元。</blockquote></p><p> With research and development efforts, initiatives, and partnerships, Azure has doubled its worldwide market share from 10% in 2014 to 20% in 2020. It is estimated that the “proportion of IT spending that is shifting to cloud will accelerate in the aftermath of the COVID-19 crisis, with cloud projected to make up 14.2% of the total global enterprise IT spending market in 2024, up from 9.1% in 2020.” This shift will create an opportunity for companies such as Microsoft, which is already enabling companies across industries to build their digital capabilities.</p><p><blockquote>通过研发工作、计划和合作伙伴关系,Azure的全球市场份额翻了一番,从2014年的10%增加到2020年的20%。据估计,“在COVID-19危机之后,转向云的IT支出比例将加速,预计到2024年,云将占全球企业IT支出市场总额的14.2%,高于2020年的9.1%。”这一转变将为微软等公司创造机会,这些公司已经在帮助各行各业的公司建立数字能力。</blockquote></p><p> <i>* Commercial cloud annualized revenue run rate is calculated by multiplying revenue for the last month of the quarter by twelve for Office 365 commercial, Azure, Dynamics Online, and other cloud properties.</i></p><p><blockquote><i>*商业云年化收入运行率的计算方法是将Office 365商业版、Azure、Dynamics Online和其他云属性的季度最后一个月的收入乘以12。</i></blockquote></p><p> <i>Microsoft follows a July-June earnings calendar.</i></p><p><blockquote><i>微软遵循7月至6月的盈利日历。</i></blockquote></p><p> <i>The author has no position in any stocks mentioned. Investors should consider the above information not as a de facto recommendation, but as an idea for further consideration.</i></p><p><blockquote><i>作者没有持有任何提到的股票。投资者不应将上述信息视为事实上的建议,而应将其视为进一步考虑的想法。</i></blockquote></p><p></p>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Microsoft Is Powering Digital Transformation From the Cloud<blockquote>微软如何从云中推动数字化转型</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Microsoft Is Powering Digital Transformation From the Cloud<blockquote>微软如何从云中推动数字化转型</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-03-29 09:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seven years ago, on March 24, 2014, Microsoft announced the upcoming name change for Windows Azure to Microsoft Azure. This change, which came into effect on April 3, marked a symbolic shift in Microsoft Corporation’s (MSFT) overall business strategy. The move reflected its focus to tap the demand for cloud, against the backdrop of a renewed vision for a “mobile-first, cloud-first, data-powered world” of its then newly appointed CEO, Satya Nadella. Over these years, cloud computing has become an integral part of Microsoft.</p><p><blockquote>七年前,2014年3月24日,微软宣布即将将Windows Azure更名为微软Azure。这一变化于4月3日生效,标志着微软公司(MSFT)整体业务战略的象征性转变。此举反映了其专注于挖掘云需求,背景是当时新任命的首席执行官萨蒂亚·纳德拉(Satya Nadella)对“移动优先、云优先、数据驱动的世界”的新愿景。这些年来,云计算已经成为微软不可或缺的一部分。</blockquote></p><p> Here’s an overview of its journey so far, and how it’s working to boost Microsoft Azure.</p><p><blockquote>以下是它迄今为止的历程概述,以及它如何推动微软Azure的发展。</blockquote></p><p> In FY 2014 (July-June), Microsoft reported that its commercial cloud revenue hit a $4.4 billion annual run-rate. Within a year, it surpassed $8 billion annualized run-rate. It was around this time that Microsoft set an ambitious target of achieving $20 billion in commercial cloud annualized revenue run-rate in FY 2018. By FY 2016, its annualized revenue run-rate had exceeded $12.1 billion, and FY 2017 witnessed the figure cross $18.9 billion. Microsoft’s commercial cloud business delivered more than $23 billion in revenue in FY 2018, topping the ambitious goal it had set, nine months ahead of schedule. During 2019, $38 billion in revenue was posted while FY 2020 witnessed its commercial cloud surpass $50 billion in revenue for the first time. During Q2 FY 2021 (October-December), Microsoft reported a 34% year over year increase in its commercial cloud revenue to $16.7 billion.</p><p><blockquote>2014财年(7月至6月),微软报告称其商业云收入达到44亿美元的年运行率。一年内,它的年化运行率超过了80亿美元。大约在这个时候,微软设定了一个雄心勃勃的目标,即在2018财年实现200亿美元的商业云年化收入运行率。到2016财年,其年化收入运行率已超过121亿美元,2017财年这一数字突破189亿美元。微软的商业云业务在2018财年实现了超过230亿美元的收入,超过了其设定的雄心勃勃的目标,提前了9个月。2019年,公布了380亿美元的收入,而2020财年,其商业云收入首次超过500亿美元。在Q2 2021财年(10月至12月),微软报告其商业云收入同比增长34%,达到167亿美元。</blockquote></p><p> Microsoft has been expanding its network of data centers to offer its cloud services to more customers. Currently, it has more than 170 global network Points of Presence (POPs). Microsoft is one of the four companies along with Amazon, Google and IBM with the broadest data center footprint. To deliver a great cloud experience, Microsoft's global network (WAN) spans more than 165,000 miles connecting its data centersacross 61 Azure, with edge-nodes strategically placed around the world. During the Q2 FY 2021earnings call, seven new data center regions in Asia, Europe and Latin America were announced along with adding support for top-secret classified workloads in the U.S.</p><p><blockquote>微软一直在扩大其数据中心网络,为更多客户提供云服务。目前,它拥有170多个全球网络接入点(POP)。微软是与Amazon、Google和IBM一起拥有最广泛数据中心足迹的四家公司之一。为了提供出色的云体验,微软的全球网络(WAN)跨越超过165,000英里,将其数据中心连接到61 Azure,边缘节点战略性地放置在世界各地。在2021财年第二季度收益看涨期权上,宣布了亚洲、欧洲和拉丁美洲的七个新数据中心区域,并增加了对美国绝密机密工作负载的支持。</blockquote></p><p> Microsoft has acquired around 210 companies since 1994; in recent years, MSFT has made key buys to help bolster its cloud services. In 2019, Microsoft acquired Movere, an innovative technology provider in the cloud migration space. During 2020, to enhance its capabilities for a 5G ecosystem, and support the telecommunications industry, Microsoft acquired Affirmed Networks and Metaswitch Networks. To ensure robust security capabilities, CyberX was acquired to complement the existing Azure IoT security systems. Aorato (2014), Adallom (2015), Secure Islands (2015), and Hexadite (2017) are some of its other acquisitions to strengthen the Azure security ecosystem.</p><p><blockquote>自1994年以来,微软已收购了约210家公司;近年来,MSFT进行了重大收购,以帮助加强其云服务。2019年,微软收购了云迁移领域的创新技术提供商Movere。2020年,为了增强其5G生态系统的能力并支持电信行业,微软收购了Affirmed Networks和Metaswitch Networks。为了确保强大的安全能力,收购CyberX是为了补充现有的Azure物联网安全系统。Aorato(2014年)、Adallom(2015年)、Secure Islands(2015年)和Hexadite(2017年)是其加强Azure安全生态系统的其他一些收购。</blockquote></p><p> More organizations are relying on cloud computing, from healthcare AI-assisted bots, to digital twins in manufacturing, to ecommerce in retail. The worldwide end-user spending on public cloud services is forecast to grow 18.4% in 2021 to total $304.9 billion, up from $257.5 billion in 2020, according to Gartner.</p><p><blockquote>越来越多的组织依赖云计算,从医疗保健人工智能辅助机器人,到制造业的数字双胞胎,再到零售业的电子商务。根据Gartner的数据,全球最终用户在公共云服务上的支出预计将在2021年增长18.4%,达到3049亿美元,高于2020年的2575亿美元。</blockquote></p><p> According to Microsoft’s annual report, “Today, leaders in every industry—including 95% of the Fortune 500—run on Azure.” Microsoft continues to expand its partnerships and deals. In July 2020, PepsiCo entered into a five-year partnership with Microsoft as its preferred cloud provider to accelerate PepsiCo’s infrastructure, ERP and data estate consolidation and modernization. Companies such as Bentley Systems (BSY), Honeywell (HON), and Johnson Controls (JCI) have collaborated with Microsoft to utilize technologies such as Azure Digital Twins to bridge the digital and physical worlds, creating simulations of factories to optimize their operations.</p><p><blockquote>根据微软的年度报告,“如今,每个行业的领导者——包括95%的财富500强企业——都在Azure上运行。”微软继续扩大其合作伙伴关系和交易。2020年7月,百事公司与微软作为其首选云提供商建立了为期五年的合作伙伴关系,以加速百事公司的基础设施、ERP和数据资产整合和现代化。Bentley Systems(BSY)、Honeywell(HON)和Johnson Controls(JCI)等公司已与微软合作,利用Azure Digital Twins等技术来连接数字世界和物理世界,创建工厂模拟以优化其运营。</blockquote></p><p> Read More</p><p><blockquote>阅读更多</blockquote></p><p> In January 2021, GM and Cruise partnered with Microsoft to leverage Azure to commercialize its unique autonomous vehicle solutions at scale. In addition, GM will explore opportunities with Microsoft to streamline operations across digital supply chains. In February 2021, Volkswagen teamed up with Microsoft for its software company Car.Software Organization to build a cloud-based Automated Driving Platform on Microsoft Azure and leverage its computing and data capabilities.</p><p><blockquote>2021年1月,通用汽车和Cruise与微软合作,利用Azure将其独特的自动驾驶汽车解决方案大规模商业化,此外,通用汽车还将与微软探索简化数字供应链运营的机会。2021年2月,大众汽车与微软合作开发其软件公司Car。软件组织,在微软Azure上构建基于云的自动驾驶平台,并利用其计算和数据能力。</blockquote></p><p> In other partnerships, SAP SE (SAP) and Microsoft joined hands to accelerate the adoption of SAP S/4HANA on Microsoft Azure. Together, both the companies are working to simplify and streamline customers’ journeys to the cloud. While Amadeus and Microsoft will harness cloud technology to create smoother travel experiences in the future.</p><p><blockquote>在其他合作伙伴关系中,SAP SE(SAP)和微软携手加速SAP S/4HANA在微软Azure上的采用。两家公司都在共同努力简化和精简客户的云之旅。而Amadeus和微软将利用云技术在未来创造更顺畅的旅行体验。</blockquote></p><p></p><p> Gaming is another area that has huge potential. In October 2018, Microsoft announced Project xCloud to build cloud gaming. During the Q2 FY2021, Microsoft surpassed $5 billion for the first time in gaming revenue.</p><p><blockquote>游戏是另一个潜力巨大的领域。2018年10月,微软宣布了Project xCloud来构建云游戏。2021财年第二季度,微软游戏收入首次突破50亿美元。</blockquote></p><p> With research and development efforts, initiatives, and partnerships, Azure has doubled its worldwide market share from 10% in 2014 to 20% in 2020. It is estimated that the “proportion of IT spending that is shifting to cloud will accelerate in the aftermath of the COVID-19 crisis, with cloud projected to make up 14.2% of the total global enterprise IT spending market in 2024, up from 9.1% in 2020.” This shift will create an opportunity for companies such as Microsoft, which is already enabling companies across industries to build their digital capabilities.</p><p><blockquote>通过研发工作、计划和合作伙伴关系,Azure的全球市场份额翻了一番,从2014年的10%增加到2020年的20%。据估计,“在COVID-19危机之后,转向云的IT支出比例将加速,预计到2024年,云将占全球企业IT支出市场总额的14.2%,高于2020年的9.1%。”这一转变将为微软等公司创造机会,这些公司已经在帮助各行各业的公司建立数字能力。</blockquote></p><p> <i>* Commercial cloud annualized revenue run rate is calculated by multiplying revenue for the last month of the quarter by twelve for Office 365 commercial, Azure, Dynamics Online, and other cloud properties.</i></p><p><blockquote><i>*商业云年化收入运行率的计算方法是将Office 365商业版、Azure、Dynamics Online和其他云属性的季度最后一个月的收入乘以12。</i></blockquote></p><p> <i>Microsoft follows a July-June earnings calendar.</i></p><p><blockquote><i>微软遵循7月至6月的盈利日历。</i></blockquote></p><p> <i>The author has no position in any stocks mentioned. Investors should consider the above information not as a de facto recommendation, but as an idea for further consideration.</i></p><p><blockquote><i>作者没有持有任何提到的股票。投资者不应将上述信息视为事实上的建议,而应将其视为进一步考虑的想法。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/how-microsoft-is-powering-digital-transformation-from-the-cloud-2021-03-26\">Nasdaq</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.nasdaq.com/articles/how-microsoft-is-powering-digital-transformation-from-the-cloud-2021-03-26","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164511550","content_text":"Seven years ago, on March 24, 2014, Microsoft announced the upcoming name change for Windows Azure to Microsoft Azure. This change, which came into effect on April 3, marked a symbolic shift in Microsoft Corporation’s (MSFT) overall business strategy. The move reflected its focus to tap the demand for cloud, against the backdrop of a renewed vision for a “mobile-first, cloud-first, data-powered world” of its then newly appointed CEO, Satya Nadella. Over these years, cloud computing has become an integral part of Microsoft.\nHere’s an overview of its journey so far, and how it’s working to boost Microsoft Azure.\nIn FY 2014 (July-June), Microsoft reported that its commercial cloud revenue hit a $4.4 billion annual run-rate. Within a year, it surpassed $8 billion annualized run-rate. It was around this time that Microsoft set an ambitious target of achieving $20 billion in commercial cloud annualized revenue run-rate in FY 2018. By FY 2016, its annualized revenue run-rate had exceeded $12.1 billion, and FY 2017 witnessed the figure cross $18.9 billion. Microsoft’s commercial cloud business delivered more than $23 billion in revenue in FY 2018, topping the ambitious goal it had set, nine months ahead of schedule. During 2019, $38 billion in revenue was posted while FY 2020 witnessed its commercial cloud surpass $50 billion in revenue for the first time. During Q2 FY 2021 (October-December), Microsoft reported a 34% year over year increase in its commercial cloud revenue to $16.7 billion.\nMicrosoft has been expanding its network of data centers to offer its cloud services to more customers. Currently, it has more than 170 global network Points of Presence (POPs). Microsoft is one of the four companies along with Amazon, Google and IBM with the broadest data center footprint. To deliver a great cloud experience, Microsoft's global network (WAN) spans more than 165,000 miles connecting its data centersacross 61 Azure, with edge-nodes strategically placed around the world. During the Q2 FY 2021earnings call, seven new data center regions in Asia, Europe and Latin America were announced along with adding support for top-secret classified workloads in the U.S.\nMicrosoft has acquired around 210 companies since 1994; in recent years, MSFT has made key buys to help bolster its cloud services. In 2019, Microsoft acquired Movere, an innovative technology provider in the cloud migration space. During 2020, to enhance its capabilities for a 5G ecosystem, and support the telecommunications industry, Microsoft acquired Affirmed Networks and Metaswitch Networks. To ensure robust security capabilities, CyberX was acquired to complement the existing Azure IoT security systems. Aorato (2014), Adallom (2015), Secure Islands (2015), and Hexadite (2017) are some of its other acquisitions to strengthen the Azure security ecosystem.\nMore organizations are relying on cloud computing, from healthcare AI-assisted bots, to digital twins in manufacturing, to ecommerce in retail. The worldwide end-user spending on public cloud services is forecast to grow 18.4% in 2021 to total $304.9 billion, up from $257.5 billion in 2020, according to Gartner.\nAccording to Microsoft’s annual report, “Today, leaders in every industry—including 95% of the Fortune 500—run on Azure.” Microsoft continues to expand its partnerships and deals. In July 2020, PepsiCo entered into a five-year partnership with Microsoft as its preferred cloud provider to accelerate PepsiCo’s infrastructure, ERP and data estate consolidation and modernization. Companies such as Bentley Systems (BSY), Honeywell (HON), and Johnson Controls (JCI) have collaborated with Microsoft to utilize technologies such as Azure Digital Twins to bridge the digital and physical worlds, creating simulations of factories to optimize their operations.\nRead More\nIn January 2021, GM and Cruise partnered with Microsoft to leverage Azure to commercialize its unique autonomous vehicle solutions at scale. In addition, GM will explore opportunities with Microsoft to streamline operations across digital supply chains. In February 2021, Volkswagen teamed up with Microsoft for its software company Car.Software Organization to build a cloud-based Automated Driving Platform on Microsoft Azure and leverage its computing and data capabilities.\nIn other partnerships, SAP SE (SAP) and Microsoft joined hands to accelerate the adoption of SAP S/4HANA on Microsoft Azure. Together, both the companies are working to simplify and streamline customers’ journeys to the cloud. While Amadeus and Microsoft will harness cloud technology to create smoother travel experiences in the future.\nGaming is another area that has huge potential. In October 2018, Microsoft announced Project xCloud to build cloud gaming. During the Q2 FY2021, Microsoft surpassed $5 billion for the first time in gaming revenue.\nWith research and development efforts, initiatives, and partnerships, Azure has doubled its worldwide market share from 10% in 2014 to 20% in 2020. It is estimated that the “proportion of IT spending that is shifting to cloud will accelerate in the aftermath of the COVID-19 crisis, with cloud projected to make up 14.2% of the total global enterprise IT spending market in 2024, up from 9.1% in 2020.” This shift will create an opportunity for companies such as Microsoft, which is already enabling companies across industries to build their digital capabilities.\n* Commercial cloud annualized revenue run rate is calculated by multiplying revenue for the last month of the quarter by twelve for Office 365 commercial, Azure, Dynamics Online, and other cloud properties.\nMicrosoft follows a July-June earnings calendar.\nThe author has no position in any stocks mentioned. Investors should consider the above information not as a de facto recommendation, but as an idea for further consideration.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":273,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/352537828"}
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