Nadella's Game Now: Microsoft CEO Makes His Mark In First Earnings Call

Nadella said Office 365 is "the core engine" driving customer adoption of Microsoft's cloud, describing it as both a suite of SaaS apps and an "architecture for enterprises."

But it's not just about revenue: Office 365 sales are spurring Microsoft's internal enterprise infrastructure growth, which, in turn, is driving growth of its Azure cloud, Nadella said.

Microsoft's SharePoint, Lync and Exchange cash cows continue to moo contentedly during the quarter, with revenue for each growing in the double-digit percentage range.

Nadella has been particularly busy in the past month, presiding over the launch of Microsoft's Office for iPad apps; unveiling plans for "Universal Windows Apps," where developers write one batch of code that runs on PCs and mobile devices; and providing a glimpse of how Microsoft is using big data both internally and in its products and services.

Microsoft has $16 billion businesses that are driving much of its revenue these days. But in Nadella's first earnings call as CEO, he made it clear to investors that he plans to be more than just a caretaker.


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