Azure
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IBM’s Old Playbook
IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.
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Microsoft Ignite, Weaknesses To Strengths, Amazon’s Device Announcements
Microsoft’s Ignite conference was another reminder that the company no longer focuses on the consumer, a point Satya Nadella emphasized as a strength. Then, Amazon helps explain why.
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Amazon Switches?, AWS Versus Azure, Photoshop on iPad
Amazon’s rumored move into Switches is being framed as being about Cisco, but I suspect it’s about Microsoft. Then, Adobe is making Photoshop for iPad, which benefits from subscriptions.
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Microsoft and ICE; Tech and Trump, Revisited; Lines and Responsibilities
Microsoft is facing both internal and external pushback for its contract with ICE in the light of the Trump administration decision to separate families at the border; it is time for tech executives to decide where the line is between rhetoric and action.
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The Moat Map Follow-up; Uber, YouTube, and Spotify; The Public Cloud and Scale
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
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Microsoft’s Build Keynote, Microsoft and IBM, Microsoft’s Realism
Microsoft’s Build keynote didn’t garner much attention, because there was nothing for consumers: that is exactly what made it so compelling.
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T-Mobile to Acquire Sprint, Microsoft Earnings
T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.
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The End of Windows
The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
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iPhone X Review Drama, Microsoft Earnings, Microsoft’s Hybrid Strategy
The question of who reviewed the iPhone X shows how power is changing in media. Then, Microsoft crushes earnings with a strategy the company has used before.
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Microsoft’s Monopoly Hangover
There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.