Author Topic: MSFT - Microsoft  (Read 207800 times)

Castanza

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Re: MSFT - Microsoft
« Reply #810 on: June 05, 2019, 06:38:10 AM »
https://news.microsoft.com/2019/06/05/microsoft-and-oracle-to-interconnect-microsoft-azure-and-oracle-cloud/

Msft partnering with Oracle on some cloud stuff

Quote
As a result of this expanded partnership, the companies are today making available a new set of capabilities:
Connect Azure and Oracle Cloud seamlessly, allowing customers to extend their on-premises datacenters to both clouds. This direct interconnect is available starting today in Ashburn (North America) and Azure US East, with plans to expand additional regions in the future.
Unified identity and access management, via a unified single sign-on experience and automated user provisioning, to manage resources across Azure and Oracle Cloud. Also available in early preview today, Oracle applications can use Azure Active Directory as the identity provider and for conditional access.
Supported deployment of custom applications and packaged Oracle applications (JD Edwards EnterpriseOne, E-Business Suite, PeopleSoft, Oracle Retail, Hyperion) on Azure with Oracle databases (RAC, Exadata, Autonomous Database) deployed in Oracle Cloud. The same Oracle applications will also be certified to run on Azure with Oracle databases in Oracle Cloud.
A collaborative support model to help IT organizations deploy these new capabilities while enabling them to leverage existing customer support relationships and processes.
Oracle Database will continue to be certified to run in Azure on various operating systems, including Windows Server and Oracle Linux.

"Starting today in Ashburn" Referring to my company (at least partially). This is a big deal. Most of our customers are choosing Azure and Oracle products/services over AWS.


cubsfan

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Re: MSFT - Microsoft
« Reply #811 on: June 05, 2019, 06:43:10 AM »
Smart move.

Let's see MSFT buy ORCL and let the real war begin with AMZN and GOOG.


fareastwarriors

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Re: MSFT - Microsoft
« Reply #812 on: June 05, 2019, 09:36:04 AM »
https://news.microsoft.com/2019/06/05/microsoft-and-oracle-to-interconnect-microsoft-azure-and-oracle-cloud/

Msft partnering with Oracle on some cloud stuff

Quote
As a result of this expanded partnership, the companies are today making available a new set of capabilities:
Connect Azure and Oracle Cloud seamlessly, allowing customers to extend their on-premises datacenters to both clouds. This direct interconnect is available starting today in Ashburn (North America) and Azure US East, with plans to expand additional regions in the future.
Unified identity and access management, via a unified single sign-on experience and automated user provisioning, to manage resources across Azure and Oracle Cloud. Also available in early preview today, Oracle applications can use Azure Active Directory as the identity provider and for conditional access.
Supported deployment of custom applications and packaged Oracle applications (JD Edwards EnterpriseOne, E-Business Suite, PeopleSoft, Oracle Retail, Hyperion) on Azure with Oracle databases (RAC, Exadata, Autonomous Database) deployed in Oracle Cloud. The same Oracle applications will also be certified to run on Azure with Oracle databases in Oracle Cloud.
A collaborative support model to help IT organizations deploy these new capabilities while enabling them to leverage existing customer support relationships and processes.
Oracle Database will continue to be certified to run in Azure on various operating systems, including Windows Server and Oracle Linux.

"Starting today in Ashburn" Referring to my company (at least partially). This is a big deal. Most of our customers are choosing Azure and Oracle products/services over AWS.


Why?

Castanza

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Re: MSFT - Microsoft
« Reply #813 on: June 05, 2019, 10:11:56 AM »
https://news.microsoft.com/2019/06/05/microsoft-and-oracle-to-interconnect-microsoft-azure-and-oracle-cloud/

Msft partnering with Oracle on some cloud stuff

Quote
As a result of this expanded partnership, the companies are today making available a new set of capabilities:
Connect Azure and Oracle Cloud seamlessly, allowing customers to extend their on-premises datacenters to both clouds. This direct interconnect is available starting today in Ashburn (North America) and Azure US East, with plans to expand additional regions in the future.
Unified identity and access management, via a unified single sign-on experience and automated user provisioning, to manage resources across Azure and Oracle Cloud. Also available in early preview today, Oracle applications can use Azure Active Directory as the identity provider and for conditional access.
Supported deployment of custom applications and packaged Oracle applications (JD Edwards EnterpriseOne, E-Business Suite, PeopleSoft, Oracle Retail, Hyperion) on Azure with Oracle databases (RAC, Exadata, Autonomous Database) deployed in Oracle Cloud. The same Oracle applications will also be certified to run on Azure with Oracle databases in Oracle Cloud.
A collaborative support model to help IT organizations deploy these new capabilities while enabling them to leverage existing customer support relationships and processes.
Oracle Database will continue to be certified to run in Azure on various operating systems, including Windows Server and Oracle Linux.

"Starting today in Ashburn" Referring to my company (at least partially). This is a big deal. Most of our customers are choosing Azure and Oracle products/services over AWS.


Why?

Based on what I hear is...

1.) Oracle is very hard and expensive to leave
2.) Azure is cheaper than AWS not to mention if companies choose Azure they often get large licensing breaks for other Microsoft products which they inevitably use.
3.) Azure is arguably better and offers more features than AWS
4.) Microsoft and Oracle are much more likely to commission a local engineer to help out with issues.

Both AWS and Azure do some things better than others. AWS is much easier and streamlined if you have to do disaster recovery. But personally think some of the tools offered by Azure are more compatible with development. Honestly it's very close and neither company offers a large enough advantage to justify the cost of switching (in many cases). From what I hear on the street is Microsoft has recently (past year) changed how they "work" their developers. They have really given them free reign to explore projects on their own and come up with new tech and tools. I think Microsoft does a better job at providing some management and accountability with their "pipes." AWS is very hands off an supportive. I have seen multiple Oracle, Azure, HP, and IBM engineers get a permanent office in my building for extra support. But I have never seen an AWS engineer. In fairness we do maybe 20% AWS.

It all comes down to price. It's amazing how cheap large companies are. I've seen people complain about paying for 50 Gb of memory on a VM because they weren't currently using it. It's literally $15/month and this is a multi billion dollar company (Bayer).  Even if they were running that on say 3k servers, it would be a drop in the bucket as a revenue leak.

Liberty

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Re: MSFT - Microsoft
« Reply #814 on: June 27, 2019, 11:04:45 AM »
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Liberty

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Re: MSFT - Microsoft
« Reply #815 on: July 11, 2019, 12:04:47 PM »
https://www.cnbc.com/2019/07/11/microsoft-teams-passes-slack-in-daily-users-rajesh-jha-explains-why.html

Quote
Over 13 million people use Microsoft’s Teams app for chat, meetings and document collaboration every day.

Competing app Slack had more than 10 million daily users in the three months that ended on Jan. 31.

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Jurgis

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Re: MSFT - Microsoft
« Reply #816 on: July 11, 2019, 12:11:34 PM »
https://www.cnbc.com/2019/07/11/microsoft-teams-passes-slack-in-daily-users-rajesh-jha-explains-why.html

Quote
Over 13 million people use Microsoft’s Teams app for chat, meetings and document collaboration every day.

Competing app Slack had more than 10 million daily users in the three months that ended on Jan. 31.

tl;dr:
Quote
Since March 2017, Microsoft has included Teams in companies’ subscriptions to the Office 365 bundle of productivity software at no additional charge.

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Liberty

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Re: MSFT - Microsoft
« Reply #817 on: July 11, 2019, 12:38:08 PM »
https://www.cnbc.com/2019/07/11/microsoft-teams-passes-slack-in-daily-users-rajesh-jha-explains-why.html

Quote
Over 13 million people use Microsoft’s Teams app for chat, meetings and document collaboration every day.

Competing app Slack had more than 10 million daily users in the three months that ended on Jan. 31.

tl;dr:
Quote
Since March 2017, Microsoft has included Teams in companies’ subscriptions to the Office 365 bundle of productivity software at no additional charge.

Of course. That's the power of having an existing user base this large to bundle and cross-sell to.
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Liberty

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Re: MSFT - Microsoft
« Reply #818 on: July 17, 2019, 06:37:43 AM »
https://www.prnewswire.com/news-releases/att-and-microsoft-announce-a-strategic-alliance-to-deliver-innovation-with-cloud-ai-and-5g-300886310.html

Quote
Microsoft will be the preferred cloud provider for non-network applications, as part of AT&T's broader public cloud first strategy, and will support AT&T as it consolidates its data center infrastructure and operations.

As part of the agreement, AT&T will provide much of its workforce with robust cloud-based productivity and collaboration tools available with Microsoft 365, and plans to migrate non-network infrastructure applications to the Microsoft Azure cloud platform.
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Liberty

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Re: MSFT - Microsoft
« Reply #819 on: July 18, 2019, 01:26:18 PM »
MSFT Q2:

https://www.microsoft.com/en-us/Investor/earnings/FY-2019-Q4/press-release-webcast

https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/SlidesFY19Q4.pptx?version=57904466-7e87-bcd6-1a59-9e4c5e26a761

Quote
·  Revenue was $33.7 billion and increased 12%
·  Operating income was $12.4 billion and increased 20%
·  Net income was $13.2 billion GAAP and $10.6 billion non-GAAP, and increased 49% and 21%, respectively
·  Diluted earnings per share was $1.71 GAAP and $1.37 non-GAAP, and increased 50% and 21%, respectively
·  GAAP results include a $2.6 billion net income tax benefit explained in the Non-GAAP Definition section below

Cash flow: +41% YoY

Free cash flow: $12.1bn, +62%

Microsoft returned $7.7 billion to shareholders in the form of share repurchases and dividends in the fourth quarter of fiscal year 2019.

Gross margins: 69% (+200bps)

Op. Income margin: 37% (+200bps)

 Azure revenue growth of 64% (up 68% in constant currency)

« Last Edit: July 19, 2019, 07:04:34 AM by Liberty »
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