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The Enterprise Cloud takes center stage
Today as we launch our fall wave of enterprise cloud products and services, I’ve been reflecting on how things change. A few years ago when I joined what was then the Server and Tools Business, I had the opportunity to talk to financial analysts about our business. Interestingly, after I covered the trends and trajectory of a $19 billion business – what would independently be one of the top three software companies in the world – there were no questions. Zero.
Well, recently that has changed. As of late, there has been a lot of interest in what I call the commercial business, which spans nearly every area of enterprise IT and represents about 58 percent of Microsoft’s total revenue. It’s a critical business for us, with great momentum and one to which we are incredibly committed.
But as people look at our commercial business in this age of cloud computing, big data and the consumerization of IT, people are asking questions about our future strength in the enterprise. Will Microsoft continue to be at the core of business computing in, say, 10 years? I’ll be honest that there’s a little déjà vu in that question; 10 years ago many people doubted our ability to be an enterprise company and today we surely are. But, it’s a question worth exploring.