It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Microsoft FY23 Q2 Earnings: Microsoft Cloud Growth Slows
MP3•Epizód kép
Manage episode 353477237 series 1447003
A tartalmat a Insights for IT Negotiations biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Insights for IT Negotiations vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Microsoft’s FY23 Q2 earnings came out, and total revenue was reported as $52.7B, lower than what analysts were expecting ($52.9B). This revenue represented only 2% growth year-over-year, the slowest rate of growth since 2016 . Microsoft’s net income was also down 12%. Most importantly, Microsoft Cloud revenue was reported at $27.1B, representing a 22% increase year-over-year. While the associated gross margin increased from 70% to 72%, their Cloud growth rate has been slowing. Microsoft Cloud revenue growth was 32% in FY22 Q2 and 24% in FY23 Q1. Microsoft’s go-forward success will continue to be directly tied to Microsoft Cloud, which includes Azure, Office365, LinkedIn, Dynamics 365, Power Apps, and other cloud solutions. In this podcast, our Microsoft Practice Leader, Adam Mansfield, discusses how enterprise customers can take advantage of Microsoft’s focus on helping customers realize more value from their spend. He also covers what enterprise customers should expect from Microsoft in the coming quarters as they try to accelerate cloud growth. Host: Adam Mansfield: bit.ly/3rPGp8r Microsoft Commercial Advisory Services: bit.ly/2V78ADX
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286 epizódok
MP3•Epizód kép
Manage episode 353477237 series 1447003
A tartalmat a Insights for IT Negotiations biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Insights for IT Negotiations vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Microsoft’s FY23 Q2 earnings came out, and total revenue was reported as $52.7B, lower than what analysts were expecting ($52.9B). This revenue represented only 2% growth year-over-year, the slowest rate of growth since 2016 . Microsoft’s net income was also down 12%. Most importantly, Microsoft Cloud revenue was reported at $27.1B, representing a 22% increase year-over-year. While the associated gross margin increased from 70% to 72%, their Cloud growth rate has been slowing. Microsoft Cloud revenue growth was 32% in FY22 Q2 and 24% in FY23 Q1. Microsoft’s go-forward success will continue to be directly tied to Microsoft Cloud, which includes Azure, Office365, LinkedIn, Dynamics 365, Power Apps, and other cloud solutions. In this podcast, our Microsoft Practice Leader, Adam Mansfield, discusses how enterprise customers can take advantage of Microsoft’s focus on helping customers realize more value from their spend. He also covers what enterprise customers should expect from Microsoft in the coming quarters as they try to accelerate cloud growth. Host: Adam Mansfield: bit.ly/3rPGp8r Microsoft Commercial Advisory Services: bit.ly/2V78ADX
…
continue reading
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