Microsoft have, once again, had a stellar quarter (Oct-Dec 20) with overall results of:
Revenue up 17% to $43.1 billion
Operating income up 29% to $17.9 billion
Looking deeper into specific product categories and areas we can see:
Productivity and Business Processes
Revenue was up 13% to $13.4 billion which included:
Office 365 Commercial up 21%
Dynamics 365 up 39%
LinkedIn up 23%
Revenue was up 23% to $14.6 billion and Azure was revenue growth of 50%
More Personal Computing
The “other” parts of Microsoft’s business all saw success to with revenue up 14% to $15.1 billion. This included:
Windows Commercial up 10%
Xbox up 40%
Surface up 3%
Microsoft’s results are very consistent and are outperforming pretty much every comparable competitor you can think of…Oracle, SAP, and IBM are very far away from numbers like these! Amazon are still seeing great success with AWS – currently rising around 28% – but that is a greatly limited portfolio when compared to that under Satya Nadella’s control.
There are several areas of Microsoft’s product line-up which are at the very start of their evolution and will grow and continue these results for the foreseeable future.
Microsoft have always enjoyed a good name change and nowhere has this been more true than their rapidly growing security portfolio. You’ll be pleased to know the pace of change continues following Microsoft Ignite 2020!
Microsoft Threat Protection
Microsoft 365 Defender
Microsoft Defender Advanced Threat Protection
Microsoft Defender for Endpoint
Office 365 Advanced Threat Protection
Microsoft Defender for Office 365
Azure Advanced Threat Protection
Microsoft Defender for Identity
Azure Security Center Standard Edition
Azure Defender for Servers
Azure Security Center for IoT
Azure Defender for IoT
Advanced Threat Protection for SQL
Azure Defender for SQL
So gone are the various ATPs and Security Centers but now, like Marvel, we’ve got a bunch of Defenders to contend with!
There have also been a range of new features additions which will continue to strengthen Microsoft’s security offering including support for Amazon AWS and Google Cloud.
Microsoft Arc has been announced at Microsoft Ignite and it looks like it could be quite the game changer. Microsoft say that it “enables deployment of Azure services anywhere and extends Azure management to any infrastructure” across “across on-premises, edge and multicloud”.
The concept is pretty clever – it will allow certain Azure services to run in a variety of places, including on-premises hardware – both Azure Stack and seemingly regular customer hardware – but also other clouds like Amazon AWS and Google Cloud Platform!
Multi-cloud is the concept of an organisation having multiple public clouds (Azure, AWS, GCP etc.) in use at the same time and, while many say it isn’t necessary – and even more say it isn’t a good idea – it’s already reality for many companies around the world. That being the case, anything to help make it easier and more secure to manage is a positive for customers…but I’m really intrigued to see what Amazon and Google make of this! What measures will they put in place to prevent or discourage customers from using Azure Arc within their datacentres?
Microsoft are talking about “Azure data services anywhere”, which looks to be based on a Kubernetes container platform. Some of the benefits Microsoft tout include:
Consistent cloud billing model
Unique security tools like Azure Threat Protection
Currently Azure SQL Database and Azure Database for PostgreSQL Hyperscale are available for private preview on Azure Arc – although this Microsoft site:
only talks about them being available on-premises. It does however mention that SQL Server customers will be able to “leverage their existing licensing investments” to use SQL on Azure Arc, which suggests a future widening of the Azure Hybrid Benefits available through Software Assurance.
This is definitely one to keep an eye on over the next few months as it goes through private preview, then public preview, and finally out into general availability.