Microsoft’s Q4 earnings and 2020 expectations

Re:Microsoft’s Q4 earnings and 2020 expectations by moksly on Friday July 19, 2019 @02:01PM (#20480990)

I don’t know, I work in the public sector where we have been in bed with Microsoft for decades and I don’t think their monopoly on non-tech enterprise has ever been stronger. There is really no alternative to Office365 that wouldn’t cost us billions in non-tech areas because our 5000 users don’t know how not to use it and we don’t know how to manage them without Active Directory and ADFS.

I think your description of them on the development front is accurate. But I think that’s on purpose. With Azure they don’t really care if we use .Net anymore because that’s not what they need us to do to sell us cloud. Node very quickly became a first class citizen in Azure for instance, integrating well with stuff like application insights and other Azure DevOps features. Sure we could take our Node apps to AWS, but that doesn’t really make sense when we’re already buying into the Microsoft cloud with Office365.

I’m sure tech-heavy companies can afford to ignore Microsoft, but the public sector of Europe is a billion dollar industry for tech companies and Microsoft owns it.

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Re:Microsoft’s Q4 earnings and 2020 expectations by tracker1 on Friday July 19, 2019 @02:24PM (#20481193)

What I do appreciate is how much effort MS has put into improving various application platforms and making sure they run well everywhere (mostly). I use Windows, Mac and Linux regularly and appreciate everything that runs everywhere mostly the same.

As to Azure cloud, they are okay and probably worth it in some circles. I think AD and O365 in Azure are absolutely worth it. I'm, however, unsure if Azure as a whole is as worth it. It looks like k8s is winning the core infrastructure war and allows you to do things wherever you want. And while I think Azure Storage services are absolutely great to work with compared to competing cloud offerings, they are all a bit of a lock in.

Best to stay as close to open and portable as possible, or go all in on a single cloud. Everyone's use case is different.

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Re:Microsoft’s Q4 earnings and 2020 expectations by basch on Friday July 19, 2019 @02:39PM (#20481335)

https://azure.microsoft.com/en-us/services/kubernetes-servic...

Microsoft is a clear number two in marketshare, you really cant discount how much of enterprise america would rather do business with Microsoft than other vendors. https://techcrunch.com/wp-content/uploads/2019/07/CIS_Q119.j...

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Re:Microsoft’s Q4 earnings and 2020 expectations by spatley on Friday July 19, 2019 @03:32PM (#20481751)

One of Azure’s big selling points is “not amazon” which hols a lot of appeal for retail and other enterprise clients. “Good enough” will get you miles along in that segment.

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Re:Microsoft’s Q4 earnings and 2020 expectations by kerng on Friday July 19, 2019 @10:32PM (#20483837)

It doesnt matter, since Microsoft recently started embracing things, rather the duplicating - e.g. you can perfectly well run Kubernetis on Azure.

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