The evolution of Microsoft under Satya Nadella provides a blueprint for how to transition companies from one focus to another.  SHOW: 683CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Section is the fastest, easiest and most cost-effective way to run applications across multiple clouds.Cloudcast listeners can experience the benefits of unparalleled performance and uptime, plus the ability to scale as needed. There’s no risk to try it out – run one project for free with no credit card required!CloudZero - Cloud Cost Intelligence for Engineering TeamsSHOW NOTES:Bill Gates write about “Internet Tidal Wave” (1995)Microsoft Revenues (since 2000)How Microsoft Shifted from Software to the Cloud (2014)Microsoft Revenue Breakdown by Products (2022)CAPEX spending by the leading cloud vendors (2001-2021)Microsoft acquisitions History of Microsoft Azure How the Windows team transitioned to cross-platform HOW MICROSOFT EVOLVED FROM A CLOSED SW COMPANY TO CLOUD COMPANY2001: $31B, 2007: $62B, 2014: $88B, 2019: $153B, 2022: $198B90+ acquisitions since 2014Office 365, Gaming (XBox), GitHub, LinkedInHOW TO FOCUS ON CHANGES, ADDITIONS, AND SUBTRACTIONS2001: XBox, Office 3652008: Azure2017: Microsoft Teams2018: GitHubBe patient: Many of Microsoft’s investments required 10+ years to growBuy new capabilities: AcquisitionsBreak the limitations to expand markets: Move to cross-platform support (Office on MacOS, SQL on Linux, Linux in Aure, Bing with Google) - see Red Hat with RHEL, IBM with IBM Cloud or Mainframe, Cisco with SW+HardwareEmbrace new business models: SaaS services, pay-as-you-go Cloud servicesInvest for the Future: Microsoft has caught up to Google in CAPEX spendingFEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet