Microsoft gets boost in SaaS revenue and pushes Teams platform

▤ Summary

The company also reported growth of 23% in the number of commercial Office 365 seats and strong demand for Windows 10 among commercial PC manufacturers driven by end of support for Windows 7 in January 2020. Satya Nadella, chief executive officer of Microsoft, said: “Every day we work alongside our customers to help them build their own digital capability – innovating with them, creating new businesses with them, and earning their trust. This commitment to our customers’ success is resulting in larger, multi-year commercial cloud agreements and growing momentum across every layer of our technology stack.” During the earnings call, Nadella described Teams as Microsoft’s fastest-growing platform. John Dinsdale, chief analyst and research director at Synergy Research Group, said: “Microsoft’s strong market position is due to having a big presence and market share in all regions of the world.” Dinsdale said the company is a clear number two in cloud infrastructure services (IaaS, PaaS, hosted private cloud), but is still a long way behind Amazon Web Services (AWS). Its market share continues to increase by around a percentage point per year.

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