recently announcedLast quarter revenue performanceand after highlighting that the main source of revenue has shifted to the cloud, Microsoft CEO Satya Nadella emphasized that the Azure cloud platform will continue to help customers expand their business development, thereby maximizing the investment benefits of their own cloud services, and will also target future artificial intelligence. The development trend of smart applications continues to stack technical resources, thereby increasing a greater source of revenue.
Microsoft maximizes the benefits of its own cloud service investment and will continue to stack technical resources in the development of AI applications
Compared with the situation in the past that mainly relied on software licensing as the main source of profit, Microsoft has actually shifted to cloud service layout a long time ago. At the same time, under the leadership of Satya Nadella, Microsoft has indeed obtained from the sales of software licensing in the past. The transformation of the profit model, and more development opportunities are connected with cloud services, and in the near future, it is more connected with the development trend of artificial intelligence.
At present, the Azure OpenAI service that Microsoft cooperates with OpenAI has accumulated more than 11,000 customers, including IKEA, Volvo, Mercedes-Benz, Zurich Insurance, and companies including Flipkart, Humane, Kahoot, Miro, and Typeface that create native services on cloud platforms. , and grow at a rate of 100 customers per day almost every quarter.
In addition to Azure OpenAI services, including services provided by the existing Azure cloud platform, as well as the Copilot technology recently integrated by Microsoft in many products, there are also businesses such as Office that have brought substantial revenue to Microsoft. In addition, the application development of the cloud development platform has also gained a lot. Developer support also allows Microsoft to gain a lot of benefits.
The game market is also the direction for Microsoft to expand more actively in the future. At present, regulatory agencies in various countries have gradually agreed to Microsoft’s acquisition of Activision Blizzard for US$68.7 billion.Does not constitute a market monopolyand with SonySuccessfully signedAfter guaranteeing the provision of game content including the “Decisive Moment” series in the next 10 years, Microsoft expects to add greater development advantages to the Xbox game business, and at the same time expand the growth of the Xbox Game Pass game subscription service, which will also help to promote future development.metaverse developmentartificial intelligence training and other application requirements.
According to the market opinion, Microsoft has changed from the past horizontal expansion development model to gradually vertically integrate with the cloud platform, and has in-depth layout in multiple business fields.
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