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Microsoft Announces Q3 Earnings

74 点作者 samspenc大约 2 年前

9 条评论

bob1029大约 2 年前
Microsoft is in a really special place for me right now from the perspective of both technology owner and investor.<p>Azure growth was inevitable based upon my (positive) experience over the last 3 months splitting an org into multiple tenants. Enterprise applications + app proxies are an amazing way to get your employees off legacy VPN crap and working with a simple org-wide SAML&#x2F;MFA&#x2F;SSO flow. And, this stuff actually works. It doesn&#x27;t require invoking a bunch of arcane APIs to get the job done. I haven&#x27;t seen anything short of a few Cloudflare offerings that gets anywhere close.<p>My most recent shit-test for Azure was building a FreePBX instance (i.e. non-windows) from install. It took me less than 1 hour to go from downloaded ISO to booting VM in Azure. The reason I made it from scratch is because I wasted an entire day trying to get AWS to export the old EC2 copy. I got <i>something</i> out but it definitely wasn&#x27;t planning to boot up for me.<p>I am at a point where an &quot;all-in&quot; Microsoft stack is a super compelling idea. Today, when I go and look at Azure Active Directory, I have a level of confidence that simply does not exist anywhere else. <i>Everything</i> can be made to suffer our policies and procedures from top-down. Even other clouds. I&#x27;ve got AWS running as a sidecar to our AAD using SAML &amp; SCIM to sync+auth identities. The only things keeping us from chopping AWS completely are Route53 (<i>just</i> domain registration) and S3 (because we are too lazy to learn something new at the moment). We currently have no direct exposure to Google products or services.<p>I would like to add one extra &quot;FU&quot; that I perceived throughout the Azure vs AWS experience: Microsoft has a browser plugin that will automatically run through the AWS control panel on your behalf in order to configure certain SAML&#x2F;SCIM integrations. Clearly, at some point someone at Microsoft thought &quot;this AWS UX is way too confusing for our customers&quot; and actually cared about it enough to do something.<p>None of this even touches on Office, .NET, GitHub, Visual Studio, Xbox, etc. Each of these on their own would be a compelling reason to invest.
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woeirua大约 2 年前
Stellar result from MSFT. MSFT may be the company to beat now. Their revenue streams are much more solid than Google&#x27;s and they&#x27;re actually growing their core business. Pressure is going to ramp pretty quickly here for Sundar to step aside if Alphabet can&#x27;t start showing more growth.
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crop_rotation大约 2 年前
Seems like Azure and GCP are growing at the same rate of 27% despite the size difference. Looks good for Azure.
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npilk大约 2 年前
Not too surprising that Nadella&#x27;s comments are focused on AI, even as the growth is all coming from legacy products (and not yet Bing Search or AI-powered products).<p>I wonder how much Microsoft is benefiting in cloud sales from the &#x27;halo effect&#x27; of Bing&#x2F;OpenAI&#x2F;recent AI product announcements.
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paulpauper大约 2 年前
Damn...up another 5% in after hours. Getting close to new highs again , way outperforming other stocks. Keeps going up and up. It shows how even 50 years later MSFT is a dominant as ever, with no signs of slowing. This calls into question the assumption by pundits and academics alike that dominant businesses must succumb to market forces or competition. Same for the dominance of Apple. Alphabet is also very strong too.
prepend大约 2 年前
So Microsoft made more in quarterly earnings than Google. Is that new?
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janvdberg大约 2 年前
How come MS announces their Q3 earnings (2022) at the same time Google announces their Q1 (2023) earnings. That&#x27;s a six month difference, how does that work?
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jrpt大约 2 年前
If you want to ask an AI questions about it, I uploaded their entire quarterly earnings report to Docalysis: <a href="https:&#x2F;&#x2F;docalysis.com&#x2F;files&#x2F;9062960515" rel="nofollow">https:&#x2F;&#x2F;docalysis.com&#x2F;files&#x2F;9062960515</a>
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TheObviousOne大约 2 年前
Why no ones talk about a potential anti-trust of MSFT? (regarding acquisition of OPENAI)??
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