Recently announcedLast quarter's revenue performance, and highlighted that the main source of revenue has shifted to the cloud. Microsoft CEO Satya Nadella emphasized that the company will continue to use the Azure cloud platform to help customers expand their business development, thereby maximizing the benefits of its cloud service investment. At the same time, it will continue to stack technical resources in response to future development trends in artificial intelligence applications, thereby increasing larger sources of revenue.
Compared to its past reliance on software licensing as its primary source of profit, Microsoft has long ago shifted to a cloud-based services model. Under the leadership of Satya Nadella, Microsoft has indeed transitioned away from its previous profit model of selling software licenses and is using cloud services to connect with more development opportunities, most recently embracing the development trend of artificial intelligence.
Currently, the Azure OpenAI service, a collaboration between Microsoft and OpenAI, has accumulated more than 1.1 customers, including IKEA, Volvo, Mercedes-Benz, Zurich Insurance, as well as companies that build native services on the cloud platform, including Flipkart, Humane, Kahoot, Miro and Typeface, and is growing at a rate of 100 customers per day almost every quarter.
In addition to the Azure OpenAI service, which includes services provided by the existing Azure cloud platform and the Copilot technology that Microsoft has recently integrated into many products, businesses such as Office also bring in substantial revenue for Microsoft. In addition, the application development on the cloud development platform has also received a lot of support from developers, which has also brought Microsoft a lot of benefits.
The gaming market is also the direction in which Microsoft will actively expand. Currently, regulators in various countries have gradually agreed to Microsoft's completion of the $687 billion acquisition of Activision Blizzard, and the court in the United States has also ruled thatDoes not constitute a market monopoly, and with SonySuccessfully signedBy guaranteeing the availability of game content, including the Call of Duty series, for the next 10 years, Microsoft expects to be able to increase its Xbox gaming business's development advantages, while expanding the growth of its Xbox Game Pass game subscription service, and also help drive future growth.Metaverse Development, artificial intelligence training and other application needs.
The market believes that Microsoft has gradually shifted from its previous horizontal expansion model to vertical integration based on cloud platforms, and has made in-depth layouts in multiple business areas.
