Next up for the Microsoft Cloud
Unsurprisingly, 2022 was a big year for Microsoft's cloud services. And 2022 is expected to be even more, with Microsoft, the No. 2 enterprise public cloud provider, on track to build 50 to 100 new datacenters each year.
But what exactly is the Microsoft Cloud? It is not one SKU or service that customers can buy. And it's not related to Azure. It is much more complex and increasingly interconnected than that.
Last fall, Microsoft quietly announced the bucket of services that its executives have called "cloud commercial" to "Microsoft Cloud." The company already had a lot on to use this term, but since the beginning of Microsoft's fiscal 2022, it's now officially part of its wording. The Microsoft Cloud includes Microsoft 365 / Office 365, Azure and its various Azure services, Dynamics 365, several LinkedIn commercial services, cloud database and analytics services, Enterprise Mobility + Security, the various “on-air” versions. line ”of Exchange Server, SharePoint Server, and more.
In October, Microsoft announced that the Microsoft Cloud generated $ 20.7 billion in revenue for Q1 FY22, bringing it to an annual running rate of around $ 80 billion. So while you may not be able to - or subscribe - to the Microsoft Cloud SKU, Microsoft Sales and Affiliates aim to sell as many parts of the Microsoft Cloud as possible.
What's likely to come to Microsoft Cloud in 2022?
For one, Microsoft Cloud is ready to receive a new infusion from Nuance. Microsoft announced plans to buy back Nuance in April 2022 for $ 19.7 billion. Nuance's business is currently largely focused on healthcare; its speech recognition technology helps streamline the doctor-patient interaction process. Microsoft officials have said Nuance technology would make a good position for many businesses just outside of healthcare if and when the deal clears regulatory barriers to trust (expected in the Q1 calendar 2022). That new Dynamics Information Center package might go well with Nuance, too ....
Speaking of verticals, I expect Microsoft to turn the sales ranges for its direct / business clouds. These business clouds are packages of Microsoft 365 / Office 365, Azure, Dynamics 365 and various templates and app programming interfaces made specifically for markets just like healthcare, retail, finance, manufacturing, nonprofits and more .
Microsoft viewers who have been here for some time may remember Microsoft's old "Better Together" campaigns, through which Microsoft tried to convince customers that their computer knowledge would be the best. better if they used a stack of Microsoft products that worked “better together.” This is basically what officials are trying to achieve with direct clouds. Business-specific bags also help boost products like Dynamics 365 and Power Platform that may not be particularly on the minds of customers when signing licensing contracts.
For Azure, Microsoft is also working to sell to customers on the idea that its work is in advanced areas such as Azure Quantum, Azure for Operators (telco) and Azure Space (for those who use images and satellite services) - along with its federal cloud operations - are all interconnected and mutually beneficial. A couple of months ago, Microsoft (again) reorganized its Cloud + AI business unit and created one new Strategic Mission and Technologies Team that plans to use "learning" (term Microspeak favorite these days) from each of these industries in building digital solutions in the others.
I think 2022 could be too when we finally start to see Microsoft's MetaOS strategy emerge as new 'workplace' products and services. Sources said a year ago that Microsoft was working to merge Microsoft Graph, Microsoft Search and Fluid Framework - along with building blocks that have been at the heart of its Office suites like Whiteboard, Planner, Lists, ToDo - to "MetaOS "to create a platform for work and play. (MetaOS has nothing to do with the metaverse, just in case you were wondering, but it's all to do with Teams, Outlook and the rest of Office.)
AI will no doubt be a key and clearly identified part of Microsoft's MetaOS plans and platform, as it will be for Azure. Microsoft has been pushing more and more for “AI at Scale.” At Microsoft, Scale has AI for giving customers access to large - scale AI models, intelligent services and supercomputing facilities, all in the form of Azure services.
And there is no doubt that Microsoft will block the data platforms and services in 2022 as another area where officials believe Microsoft Cloud can grow. Take a look at Microsoft President James Phillips Digital Format Platform Group - another place where Microsoft pushes the full-stack integration story, not only with the aforementioned business clouds, but also across Dynamics 365, Power Platform, Azure AI Platform, Azure Data Platform and Azure IoT Platform.
"Better Together" is back, baby. And Microsoft will be selling the idea out to its growing family of Microsoft Cloud services in 2022 and beyond.