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What kind of a company is Microsoft? Today's sharing analyses Microsoft's long history and performance in recent years, and predicts that Microsoft could be the first company with a market capitalization of over $10T.
- that Microsoft has not been funded by venture capital because its profitability has been fantastic from the start.
- the Azure cloud business has become Microsoft's fastest growing business, compared to AWS and GCP, and it is also the fastest cloud business to reach $10B in run rate.
- Azure is growing very fast, slowly cannibalizing AWS's footprint.
- the most powerful thing about Microsoft is its To B business, which is also in its DNA. With such a popular product as Office, it is easier to upsell other To B businesses.
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- Azure 云业务成为微软增长最快的业务，相较于 AWS 和 GCP，它也是最快达到100亿流水的云业务；
- Azure 的增长非常快，慢慢地吞噬 AWS 的版图；
- 微软最厉害的当然还是它的 To B 业务，这也是它的基因所在。有了 Office 这么普及的产品，其他的 To B 业务当然也就比较容易捆绑销售了。
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