Microsoft - ウェブスケール戦略：クラウドおよびAI主導ネットワークへ巨額の投資
Webscale Playbook: Microsoft - Microsoft's Big Bets on Cloud and AI Drive Network Spending
|発行||MTN Consulting, LLC||商品コード||803189|
|Microsoft - ウェブスケール戦略：クラウドおよびAI主導ネットワークへ巨額の投資 Webscale Playbook: Microsoft - Microsoft's Big Bets on Cloud and AI Drive Network Spending|
|出版日: 2019年03月04日||ページ情報: 英文||
当レポートでは、Microsoftのウェブスケール戦略について調査し、収益、Capex、OpexおよびR&Dなどを含む最新の四半期KPI (重要業績指標) 、主要技術関連の支出プライオリティ、ネットワークベンダーとの関係、ベンダー市場情勢、およびネットワーク関連戦略などについて分析しています。
This report is the fifth in MTN Consulting's Webscale Playbook series, which analyze the "Super 8" webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent. The objective of this report is to assess Microsoft's:
Microsoft has come a long way from being just a household name in personal computing selling "Windows" offerings, to becoming a tech-and-cloud giant now that develops and sells a range of products and services - including games (Xbox Live), productivity and personal computing applications (Office 365, LinkedIn, Windows, Bing), cloud computing (Azure, Windows Server), and devices (Surface, Xbox, HoloLens). After a brief period of struggle, the company is now reaping the benefits of investments beyond "Windows" offerings, in areas such as cloud computing and AI. These moves were largely implemented by its current CEO Satya Nadella after assuming the role in 2014.
Along with Microsoft's diversification has come a game-changing shift in its business model - many Microsoft offerings such as Office and Windows have moved towards subscription-based revenue models. With its gaming business (Xbox) joining the subscription bandwagon, it is likely that the majority of Microsoft's applications and services, if not all, will embrace this model eventually. The reason is simple - Microsoft wants to generate recurring revenues and create a sustainable business. With these changes come the challenge of required network infrastructure. Microsoft's vast network of data centers need to seamlessly support its various service lines - cloud computing business (Azure), cloud-based product offerings (Office, Windows, Xbox Live, etc.), devices, and its pursuits in AI-based projects - along with external customers' software and applications. As a result, Microsoft's capex has soared in recent times to reach 12% of revenues in 4Q18, a level very close to telco-like capital intensity of ~15%.