Seeking Alpha

Microsoft unveils fall enterprise/cloud roadmap, offers Azure discounts

  • Microsoft (MSFT) Cloud & Enterprise chief Satya Nadella has unveiled the software giant's fall roadmap for the businesses that (before the reorg) made up its Server & Tools unit. Not surprisingly, cloud services are showcased early and often.
  • Among the products launching this fall: New versions of Microsoft's Dynamics CRM and supply-chain software; refreshes for the Visual Studio and .NET software development platforms; updates to Windows Server 2012 and System Center 2012; a version of Windows Azure meant for government clients; and a service launched in partnership with Equinix (EQIX) that allows users of Equinix's data centers to directly connect to Azure.
  • Like peers, Microsoft is giving priority to big data/analytics features. The company promises its SQL Server 2014 database will offer big improvements in transaction processing speed, so as to better compete with in-memory databases from SAP and Oracle. it's also launching an Azure service based on the Hadoop big data framework for integrating cloud data into visualizations.
  • Meanwhile, Azure discounts are being provided for enterprise volume license customers, as Microsoft continues squaring off against Amazon,VMware, and others in a cloud infrastructure market seeing intense price competition. Nadella asserts Microsoft's enterprise software lineup gives Azure an edge over rivals in enabling hybrid clouds.
  • Server & Tools had an $8.2B FY13 op. profit, +13% Y/Y. That was still well below the $16.2B reported for the Office division (+2%), but close to the $9.5B reported for the Windows division (-18%, hurt by PC weakness and a $900M Surface RT write-down).
Comments (5)
  • Intricate company.
    7 Oct 2013, 11:04 PM Reply Like
  • This hybrid cloud is a sleeper move Microsoft is making and they come out on top vs. Amazon in the cloud wars, due to the deep integration of decades of customers already using Microsoft's infrastructure and desktop tools.

     

    I have not personally seen it done, but from what I understand you can move a live Microsoft virtual machine from your data center and into Microsoft's cloud (and back) with zero downtime. If anyone has seen this done in person feel free to add/correct anything.

     

    Long MSFT
    7 Oct 2013, 11:35 PM Reply Like
  • http://bit.ly/GIAYjG
    "AMD (NYSE: AMD) today announced that it has worked closely with Microsoft throughout the Windows Server 2012 development process to deliver an exceptional server solution powered by its award-winning AMD Opteron™ processors. AMD Opteron processors are ideally suited to deliver unparalleled server price performance, maximizing productivity and delivering compelling total cost of ownership (TCO) for customers." - Quote from AMD, dated Sep. 2012.

     

    Long $AMD with fingers crossed
    8 Oct 2013, 01:15 AM Reply Like
  • Uh oh...looks less like Wintel...and more like Wamd?
    8 Oct 2013, 01:43 PM Reply Like
  • Wamd sounds like WHAM!

     

    Azure uses both Xeons and Opterons AFAIK - I don't expect $MSFT to shift exclusively to AMD silicon, but I sure hope AMD is involved with this in some way.
    8 Oct 2013, 01:52 PM Reply Like
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