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Office 365 Growth Opportunity 'a Lot Bigger Than Anything We've Achieved', Microsoft CEO Satya Nadella Says (cnbc.com)

Microsoft CEO Satya Nadella on Monday suggested that Microsoft could grow more from its Office 365 line of cloud productivity apps than anything in the company's 43-year history. From a report: With business editions of Office 365, Microsoft faces competition from Google, as well as younger players like Box and Dropbox, in the race to get companies collaborating in apps running on remote cloud servers. "The growth opportunity for what is Office 365 is a lot bigger than anything we've achieved, even with our high penetration in the client-server world," Nadella said at the Morgan Stanley Technology Media and Telecom conference in San Francisco. When companies transition from Microsoft's traditional licensing business to cloud-based subscriptions, it's "not a one-for-one move," Nadella told Morgan Stanley analyst Keith Weiss at the event. Microsoft recently introduced the Microsoft 365 bundle, which includes Office as well as Windows, along with enterprise security and mobility services. Nadella also talked up the company's potential in the Azure public cloud infrastructure business, where it competes with Google as well as Amazon Web Services. "We had a good business in our server business, but this business is orders of magnitude bigger than what used to be a successful server business," he said.

13 of 153 comments (clear)

  1. Yeah no shit. by o_ferguson · · Score: 5, Insightful

    Subscription model is user abuse. Well done.

    --
    - In Soviet Korea, only old people loose all their bases to Natalie Portman's petrified hot grits overlords.
    1. Re:Yeah no shit. by bondsbw · · Score: 2, Insightful

      Disagree. There's nothing inherently "abusive" about a subscription model.

      If your TCO is higher and you don't care for the cloud service benefits or any of the other perks, then say that. It's a different issue.

      --
      All my liberal friends think I'm a conservative, all my conservative friends think I'm a liberal.
    2. Re:Yeah no shit. by o_ferguson · · Score: 1, Insightful

      Capitalism is inherently abusive, so I guess I can see your point. But why even make it? Do you want to pay monthly for your OS? That is where this is going.

      --
      - In Soviet Korea, only old people loose all their bases to Natalie Portman's petrified hot grits overlords.
    3. Re:Yeah no shit. by subanark · · Score: 4, Insightful

      Let's see here.

      Benefits: Your data is managed by experts whose main focus is keeping everyone's data secure, available and reliable. Multiple servers ensure redundancy and if needed globally available to allow for minimal latency.

      "you have no control over", "is [a file] actually properly deleted"
      Is this any different than trusting your local IT professional? What would be the fallout it if your AWS, Azure, Google, ect... was found to not treat a customers data in a secure and private way (please don't use a counter example from a middle tier service like iCloud, one drive, or google drive)?

      "If the cloud is attacked, how long will it take for the parent company to admit they were hacked?"
      A lot sooner, now that the EU is putting GDPR into place.

      -- A personal opinion from your friendly Azure engineer

    4. Re:Yeah no shit. by OneHundredAndTen · · Score: 3, Insightful

      I laugh every time I hear about the "cord cutters" bragging about how they're saving money. HBO, Netflix, Disney, Hulu, UFC...the content fracturing is endless, and soon the aggregated monthly cost to access all the shit you want to watch will be twice as much as cable ever was.

      As you say, only if you want to watch all that shit. One can lead a perfectly fulfilled, complete life without accessing all that shit, as you appropriately call it. And save for other undertakings.

    5. Re:Yeah no shit. by tzanger · · Score: 5, Insightful

      Cable only makes sense for people who have kids.

      Nonsense. Cable is the worst thing for kids. A constant stream of commercials demanding their attention, a thousand channels of shit. My three (14, 9, 5) only ever see commercials when they're at a friend's house and the interruption drives them nuts. Netflix has a good selection of kid's content and between plex and what we rent from appletv... the rest is covered.

      Cable TV is an abomination and needs to die.

  2. Insert MICROS~1 advert on the Microsoft slashdot by najajomo · · Score: 4, Insightful

    'When companies transition from Microsoft's traditional licensing business to cloud-based subscriptions, it's "not a one-for-one move"'

    Instead of paying the once for the software, you'll be paying a yearly rent into perpetuity. Does anyone here remember when this was a technology forum?

  3. I use LibreOffice by Maxo-Texas · · Score: 3, Insightful

    I used open office for several years and it closed on functionality.

    Then there was the kerfuffle and I switched over to LibreOffice.

    I have a legit full license to Microsoft office 2012. I never use it.

    --
    She was like chocolate when she drank... semi-sweet at first and then increasingly bitter.
  4. Fuck you,Satya. by b0s0z0ku · · Score: 1, Insightful

    I use LibreOffice... 90% of the functionality at 0% the cost. Suck on this, M$.

    1. Re:Fuck you,Satya. by Anonymous Coward · · Score: 2, Insightful

      This... has nothing to do with LibreOffice. O365 is an entire set of enterprise IT management and productivity tools. This would be like you telling Home Depot they're worthless because someone gave you a hammer for free.

  5. Translation to plain english: by 140Mandak262Jamuna · · Score: 4, Insightful
    What he said:

    When companies transition from Microsoft's traditional licensing business to cloud-based subscriptions, it's "not a one-for-one move," Nadella told Morgan Stanley analyst Keith Weiss

    What is means: We were foolish to have sold perpetual licenses for just a one time hit. People who can move out have already moved out of MsOffice. Those who have not moved out, could not so. So we have them by their balls. We are going to make them all pay month after month to get access to their own data. Dont worry about users holding on to their old licenses. We make life hell for them, and they will eventually succumb and move to cloud and pay us our due share, our daily bread. It might be their data, but they stored it in our formats. Now they are our prisoners, we will never release them, but continue to bleed them dry.

    --
    sed -e 's/Chuck Norris/Rajnikant/g' joke > fact
    1. Re: Translation to plain english: by 140Mandak262Jamuna · · Score: 4, Insightful

      Open? You mean the OOXML abomination? With binary blobs that can not be parsed by anything other than the old MS office functions? MsOffice has an emulator in which old code is executed to parse these blobs. They have still not provided a reference implementation of their own standard. And their own standard is, "feed this to the old ms office binary, what ever it spits out is the standard behavior"

      --
      sed -e 's/Chuck Norris/Rajnikant/g' joke > fact
  6. Re:We will rake you over hotter coals than ever b4 by StormReaver · · Score: 1, Insightful

    ...and often you didn't even get CAL's for your Exchange and other servers....

    CAL's were my first major indicator back in the late 80's/early 90's that Microsoft's customers really were stupendous morons. They paid a TON of money for software they weren't actually allowed to use in any meaningful respect.

    Microsoft: That will be $1200, please.
    Customer: How many users will your software support?
    Microsoft: That depends on how much more money you pay us.
    Customer: What? I just paid you $1200!
    Microsoft: You paid for the right to pay us, not for right to use the software.
    Customer: Oh, okay. How much more may I pay you?
    Microsoft: How much do you make? Send it in.
    Customer (singing): Everything is Awesome!

    And now, the modern subscription scam just reconfirms it all.