It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Microsoft FY23 Q3 Earnings: Leverage Points for Customers Being Pushed to Use More Cloud
Manage episode 361734870 series 1447003
Contenuto fornito da Insights for IT Negotiations. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Insights for IT Negotiations o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Microsoft’s FY23 Q3 earnings were published yesterday, and total revenue was reported as $52.9B, better than the $51.02B analysts were expecting. Most importantly, Microsoft Cloud revenue (which includes Azure, O365 Commercial, LinkedIn, Dynamics 365 and other cloud products) was reported at $28.5B, representing a 22% increase year-over-year and coming in slightly ahead of expectations. However, Cloud revenue growth has slowed, especially when you consider it was 32% back in FY22 Q3. Microsoft’s go-forward success will continue to be directly tied to Microsoft’s ability get more customers to adopt Microsoft’s Cloud products. CEO Satya Nadella not only lead off his opening remarks with covering the Microsoft Cloud revenue growth but he also said one of the priorities Microsoft is going to focus on is “Helping customers use the breadth and depth of Microsoft Cloud to get the most value out of their digital spend.” In this podcast, our Microsoft Practice Leader, Adam Mansfield, discusses how enterprise customers can take advantage of Microsoft’s focus on helping customers realize more value from their spend. He also covers what enterprise customers should expect from Microsoft in the coming quarters as they try to accelerate Microsoft Cloud growth.
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286 episodi
Manage episode 361734870 series 1447003
Contenuto fornito da Insights for IT Negotiations. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Insights for IT Negotiations o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Microsoft’s FY23 Q3 earnings were published yesterday, and total revenue was reported as $52.9B, better than the $51.02B analysts were expecting. Most importantly, Microsoft Cloud revenue (which includes Azure, O365 Commercial, LinkedIn, Dynamics 365 and other cloud products) was reported at $28.5B, representing a 22% increase year-over-year and coming in slightly ahead of expectations. However, Cloud revenue growth has slowed, especially when you consider it was 32% back in FY22 Q3. Microsoft’s go-forward success will continue to be directly tied to Microsoft’s ability get more customers to adopt Microsoft’s Cloud products. CEO Satya Nadella not only lead off his opening remarks with covering the Microsoft Cloud revenue growth but he also said one of the priorities Microsoft is going to focus on is “Helping customers use the breadth and depth of Microsoft Cloud to get the most value out of their digital spend.” In this podcast, our Microsoft Practice Leader, Adam Mansfield, discusses how enterprise customers can take advantage of Microsoft’s focus on helping customers realize more value from their spend. He also covers what enterprise customers should expect from Microsoft in the coming quarters as they try to accelerate Microsoft Cloud growth.
…
continue reading
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