The revenue growth from Microsoft’s cloud business across Azure, Office and Dynamics is not slowing down, based on the recent quarterly results. But how will they keep up this momentum in the future? In the earnings call Satya Nadella talks about one key concept we can expect to hear a lot more in the future: Customer Data Platform (CDP).
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Microsoft FY20 Q2 earnings and the rise of CDP – Jukka Niiranen
Yesterday, January 29th, Microsoft reported on their earnings for the Oct-Dec 2019 quarter, which is Q2 in their fiscal calendar. It didn’t come as a huge surprise that the cloud revenue keeps growing at an impressive pace everywhere you look. 12% growth for Dynamics products and cloud services revenue is nice, and 42% for Dynamics 365 is…
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