Microsoft Sets New Records - What Does Microsoft Know?

Microsoft Sets New Records - What Does Microsoft Know?

Microsoft's cloud revenue (Azure) grew 116 percent, Microsoft's stock has risen 4% and it's acquired the treasure drove of data that is LinkedIn. They even considered acquiring Slack in 2016 for $8 Billion. It's safe to surmise that Microsoft knows Big Data.

Microsoft Knows Mixed Reality

While it may not get the press of some tech companies, Microsoft is at the bleeding edge of many fields including it's fascinating mixed reality HoloLens.

#FutureRunDown

Microsoft Knows Chatbots

Microsoft is on the cutting edge and plans to create a bot search engine.

By being pretty agnostic, Microsoft Bot Framework, a tool kit for making bots that connects with half a dozen other platforms currently being used by more than 45,000 developers, since its launch in April, has grown to include integrations with Facebook Messenger, Kik, and, as of two weeks ago, Slack.

Microsoft Knows Artificial Intelligence

In the highway to AI that is the chatbot revolution Microsoft is well positioned with its acquisition of Skype for $8.5 billion in 2011. In 2016, it also formed the Microsoft AI and Research Group.

Microsoft would argue that it has the best "brain," built on nearly two decades of advancements in machine learning and natural language processing, and, a long history of making bots. However, to compete with the likes of Google, Amazon and Apple admittedly won't be easy.


“AI is at the intersection of our ambitions,” Nadella said, noting how it will allow us “to reason over large amounts of data and convert that into intelligence.”


Microsoft is a 40+ year old company, it doesn't require bling like Snap Inc., so when Nadella took over as the CEO of Microsoft in early 2014, the public didn't know how good Microsoft was getting.

What's Making Microsoft Hot?

Shares of the technology company hit an all-time high one Friday in late October 2016, breaking through their 1999 dot-com era peak to close up 4.2 percent.

Cloud is thought by some to be at a point where  gross margins could hit the 60% mark. Microsoft Knows Cloud.

Microsoft Knows the Future

Microsoft itself is setting new golden standards for speech recognition. This has possibly huge implications for voice commands in the IoT, EdTech sphere and real-time universal language translation.

Microsoft has to leverage AI further and faster with agents like Cortana, applications like SwiftKey and Office 365, and developer tools and platforms like the Cortana Intelligence Suite and the Azure cloud computing platform. There's still huge upside to its products inspite of luke warm B2C responses to its Windows 8 and 10.

Net income of $4.7 billion is worth watching, and even with the following growth, I think we can expect higher heights for Microsoft:

  • Office 365 consumer subscribers increased to 24.0 million
  • Office 365 commercial revenue growth of 51% 
  • Azure compute usage more than doubling year-over-year
We are helping to lead a profound digital transformation for customers, infusing intelligence across all of our platforms and experiences. - CEO of Microsoft

Microsoft Knows Survival

Microsoft has proven it has transitioned to the cloud, but can it transition as seamlessly to AI? It will have to compete and continue to pivot in ways that not only follow trends, but lead them.

Satya is the Sanskrit word for truth, and with Satya Nadella, there's something about Microsoft, with him at the helm that's not just setting share-price records in 2016, but getting some of us excited about Microsoft again.

Microsoft has shown it can handle the tests of time in the radically shifting field of computing, though to overcome flat sales and missing out on mobile, it must still show it can keep up with Google and pivot like an Amazon.


Microsoft Knows Collaboration

How Microsoft leverages LinkedIn, Skype, Yammer and other pieces of the puzzle to offering a more personalized computing experience will be key in how it elevates its brand to the next level.

LinkedIn's mobile presence gives Microsoft some skin in the game, but what can it become? How smart, integrated and personalized can Cortana Intelligence Suite become across channels, software and platforms?

Do you think Microsoft has seen its best days or can it reinvent itself further and prove its still a pivotal technology brand to the world?


Leslie Jackson

Novice Long haul truck driver at 65

8 年

I have been a customer of microsoft since I bought my first MSDOS 3.1 in 1986. Not always by choice. What Microsoft knows is how to become the power behind the throne. PCs were useless without DOS just as robotics and driverless cars will be useless without operating systems. Microsoft will be there, we just may not know it.

Lisbeth N.

Business outcomes focused investor

8 年

cloud in this case means O365...what else can you run in Azure? which applications? I have yet to see specified azure revenue

Тарасенко Геннадий

доцент – каспийский государственный университет технологий и инжиниринга им. Ш.Есенова.

8 年

要查看或添加评论,请登录

Michael Spencer的更多文章

  • Is BYD Disrupting Tesla in 2025?

    Is BYD Disrupting Tesla in 2025?

    When we think of AI Supremacy as in the AI race between China and the U.S.

    17 条评论
  • The Fundamental Lie of OpenAI's Mission

    The Fundamental Lie of OpenAI's Mission

    Welcome Back, Everyone from OpenAI to DeepSeek claims they are an AGI startup, but the way these AI startups are…

    13 条评论
  • Vibe Coding: Revolution or Regression Students and Non-coders?

    Vibe Coding: Revolution or Regression Students and Non-coders?

    Good Morning, As the vibe coding interface takes shape, I’ve been checking out a new startup coming out of stealth this…

    9 条评论
  • The Truth about DeepSeek's Integration in China and WeChat Explained

    The Truth about DeepSeek's Integration in China and WeChat Explained

    DeepSeek's rapid integration in China is a bigger story that is being told. It's not just the China Cloud leaders…

    5 条评论
  • How AI Datacenters Work

    How AI Datacenters Work

    Good Morning, Get the full inside scoop on key AI topics for less than $2 a week with a premium subscription to my…

    5 条评论
  • How Nvidia is down 30% from its Highs

    How Nvidia is down 30% from its Highs

    If like me, you are wondering why Nvidia is down more than 20% this year even when the demand is still raging for AI…

    8 条评论
  • What DeepSeek Means for AI Innovation

    What DeepSeek Means for AI Innovation

    Welcome to another article by Artificial Intelligence Report. LinkedIn has started to "downgrade" my work.

    16 条评论
  • What is Vibe Coding?

    What is Vibe Coding?

    Good Morning, Get access to my best and complete work for less than $2 a week with premium access. I’m noticing two…

    23 条评论
  • TSMC "kisses the Ring" in Trump Chip Fab Announcement

    TSMC "kisses the Ring" in Trump Chip Fab Announcement

    Good Morning, To get the best of my content, for less than $2 a week become a premium subscriber. In the history of the…

    9 条评论
  • GPT-4.5 is Not a Frontier Model

    GPT-4.5 is Not a Frontier Model

    To get my best content for less than $2 a week, subscribe here. Guys, we have to talk! OpenAI in the big picture is a…

    16 条评论

社区洞察

其他会员也浏览了