Microsoft Overview

They believe that AI is going to change how they work in the future starting soon and opportunities that arise from that include that every customer solution will need to be reimagined with AI. They already started to invest into the infrastructure required 4 years ago and now there infrastructure are being used by companies like Nvidia and Open AI. There Azure cloud platform continued to be used by organisation trying to transfer there data and their hybrid computing now has 18000 customers. Because of all the new AI things they all need more and more data ever which is where they come in by offering their services which can make functional models for their customer. One significant customer they already got is META. They are also working on making their Microsoft 365 platform AI friendly. For gaming they are expanding the number of games people can play by using XBOX gaming pass. They develop and support software, services, devices, and solutions. Some of their opportunity for future include applying AI to drive insights and change the way that they work, inventing new gaming experiences, and using windows to grow their share in the pc market. They operate in 3 segments which are Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. Their productivity and business processes contain stuff for office commercial, office consumer, LinkedIn and dynamic. Office commercial is products designed to improve productivity in an office. Office consumer is designed to improve personal productivity. LinkedIn connects a lot of professionals from all different fields and changes the way people hire, market, sell and learn. Dynamics provide cloud based and on-premises business solutions for financial management, enterprise resource planning (“ERP”), customer relationship management (“CRM”), supply chain management and more. Some of there competitors include apple, meta, google, salesforce and Oracle. Intelligent cloud consist of server cloud and cloud services and entries services. For the first one being server cloud and cloud services it is things like azure that help developers to build, deploy and mange their application on any platform. Enterprise service is just them helping companies deploy their systems. Once again some competition they face is apple, google, Oracle, and IBM. For more personal computers the segments are windows, devices and gaming. Windows is microsofts personal operating system. For devices they mainly sell surfaces. Their whole gaming segment is made through XBOX. Overview. Microsoft is a company that develops licences and supports a lot of different types of software, cloud based applications, hardware and more. They are known for their products like the windows operating system, their Microsoft office suite which has their 365 approach, XBOX which is their gaming console and lastly they also acquired LinkedIn. They already started to invest into AI 4 years ago and already have some cloud based models for their new office suite to incorporate AI. Personal thoughts. I think that Microsoft is a big company obviously and they do offer a lot of things. At the same time I think that their business is very competitive and while their office solutions like EXCEL are probably not going to be impacted all the new things that they are investing into like AI might not be as successful because of high competition.