Inside Microsoft: Engaging ecosystem in ‘cloud’ is key to transition

Editor’s note: Ecosystem engagement will determine the success of Microsoft’s ongoing transition, write Kelsey Mason and Geoff Woollacott of Technology Business Research. Their analysis is based on Microsoft’s latest earnings. HAMPTON, N.H. - Transitions from transactional business to subscription show that Microsoft (Nasdaq: MSFT) is successful in transitioning its install base to the cloud. Record third quarter revenue in 3Q14 demonstrates the success with which Microsoft can maintain solid growth, 11% year-to-year excluding Nokia, amidst a large-scale organizational transformation and a shift in the IT industry from transactional model to subscription. The stickiness Microsoft has in productivity due to an...

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