It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Microsoft FY24 Q3 Earnings: Q4 Guidance Provides Negotiation Leverage for Customers
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Manage episode 414847854 series 1447003
Sisällön tarjoaa Insights for IT Negotiations. Insights for IT Negotiations tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Microsoft announced their FY24 Q3 earnings yesterday. Total revenue was reported as $61.9B, better than the $60.9B analysts were expecting. The critically important Microsoft Cloud revenue, which includes Azure, O365 Commercial, LinkedIn, Dynamics 365 and other cloud products, came in at $35.1B, representing a 23% increase year-over-year. Microsoft’s Azure revenue grew 31% in the quarter, which is an acceleration from the prior quarter with 7 points coming from Microsoft’s AI services. Microsoft’s go-forward success and revenue growth will continue to be directly tied to Microsoft’s ability to get more customers to adopt cloud products, AI solutions (Copilot for Microsoft 365, Copilot for Sales, Copilot for Service, GitHub Copilot, and Azure OpenAI) and migrate to the costly all-in Microsoft 365 E5 suite. In this podcast, our Microsoft Practice Leader, Adam Mansfield, discusses how customers can take advantage of Microsoft’s needs and focus areas to ensure the right deal is struck at the negotiation table. He also covers what enterprise customers should expect from Microsoft as they prepare for their in-term (“early renewal”) or renewal negotiations. Host: Adam Mansfield: https://bit.ly/3rPGp8r Microsoft Commercial Advisory Services: https://bit.ly/2V78ADX
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Manage episode 414847854 series 1447003
Sisällön tarjoaa Insights for IT Negotiations. Insights for IT Negotiations tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Microsoft announced their FY24 Q3 earnings yesterday. Total revenue was reported as $61.9B, better than the $60.9B analysts were expecting. The critically important Microsoft Cloud revenue, which includes Azure, O365 Commercial, LinkedIn, Dynamics 365 and other cloud products, came in at $35.1B, representing a 23% increase year-over-year. Microsoft’s Azure revenue grew 31% in the quarter, which is an acceleration from the prior quarter with 7 points coming from Microsoft’s AI services. Microsoft’s go-forward success and revenue growth will continue to be directly tied to Microsoft’s ability to get more customers to adopt cloud products, AI solutions (Copilot for Microsoft 365, Copilot for Sales, Copilot for Service, GitHub Copilot, and Azure OpenAI) and migrate to the costly all-in Microsoft 365 E5 suite. In this podcast, our Microsoft Practice Leader, Adam Mansfield, discusses how customers can take advantage of Microsoft’s needs and focus areas to ensure the right deal is struck at the negotiation table. He also covers what enterprise customers should expect from Microsoft as they prepare for their in-term (“early renewal”) or renewal negotiations. Host: Adam Mansfield: https://bit.ly/3rPGp8r Microsoft Commercial Advisory Services: https://bit.ly/2V78ADX
…
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