As specified Ben Slivka, former general manager of one of the divisions at Microsoft, is supposed to get rid of the company “Franchise” in connection with Microsoft Office and Windows suites. Instead of wasting time and money on these projects, the software giant should focus on developing cloud services.
In his opinion, the Azure cloud infrastructure, which is mainly used by business customers, has become the “star” of the company and one of the most successful competitors of the market leader in the cloud segment – Amazon Web Services.
Azure’s impressive growth has fueled investor interest in the company, with its share price rising 51% in 2021 alone. However, according to CNBC, Slivka currently only owns 100 shares in the Redmond Group. Even so, he’s pretty well known in the IT industry and believes that the makers of Windows once restricted the freedom of developers of the mobile operating system, leading to its demise. The Windows 10 Mobile project was shut down after its mobile device market share fell below 1%.
Many industry experts disagree with his view. Windows and Office are believed to continue to dominate their respective niches, and the latest Gartner analyst report underscores that these products are helping bring business customers to the Azure cloud infrastructure – companies are moving to the Microsoft cloud after years other products used the software have giant.
It is estimated that Azure will exceed AWS in 2028. Additionally, the entire company will cost $ 3 billion by the end of 2023. In addition, not using Windows and Office could have an impact on sales Microsoft… In the third quarter, with the exception of Azure, more than a third of sales were generated with Windows, Office and Cloud services – these assets remain high-margin.