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Microsoft CEO Satya Nadella On ‘The New Growth Engines,’ Teams Innovations And Recession Concerns

Wade Tyler Millward

‘I don’t hear of businesses looking to their IT budgets or digital transformation projects as the place for cuts,’ Microsoft CEO Satya Nadella said Tuesday on the company’s earnings call.

On The Strength Of PCs And Windows

On the commercial side, I think it’s well understood that Windows is the socket for Microsoft 365.

We have tremendous value, Amy (Hood, Microsoft chief financial officer) referenced this earlier.

In fact, we just launched Windows 11 and pro value with Windows 365. That’s resonating super well. The customer sat(isfaction) adoption rates, when it comes – whether it’s security, whether it’s productivity – we feel good about the commercial business. So we’ll stay focused on it on the commercial side.

On the consumer side, coming out of, again, the pandemic, the intensity of usage has gone up.

So one of the areas of focus for us is some of the stuff that I talked about in my remarks is just the usage, right?

So when you think about 5 million users engaging with Microsoft Start, that’s not the type of engagement we had. And so with the large install base now, we have significant room there, the browser share growth, we have significant room there.

And then, of course, the subscription attaches, whether it’s gaming or whether it’s productivity or suites. So that’s kind of how I look at what we’re going to do, at least in the immediate future.

PC remains a pretty important category in people’s lives is what we’ve discovered during the pandemic. And if anything, the intensity of usage has increased. And there will be cyclical demand that we will go through. But the number of use cases is definitely structurally increased.

 

 
Wade Tyler Millward

Wade Tyler Millward is an associate editor covering cloud computing and the channel partner programs of Microsoft, IBM, Red Hat, Oracle, Salesforce, Citrix and other cloud vendors. He can be reached at wmillward@thechannelcompany.com.

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