David Rosenthal: belief

Transcript context

…Well it’s funny. It’s dark and revenues and profits have grown tremendously. The enterprise motion of Microsoft has basically never had a down year. 2008 in the great recession. Other than that, like chug, chug, chug, chug, chug, even through the bad Windows releases. It’s dark, and yet the light is shining so bright on the financial statements of this company. What is going on here? Obviously it’s the enterprise, but it’s even more than that. It’s Azure, it’s the cloud, it’s already humming, it’s going. Microsoft did reinvent itself. Microsoft did position itself to be at the forefront of technology. It just did it all within the enterprise context of the company. The Azure story is absolutely incredible. I think nobody knows how it really happened. Yes, as the general public is concerned, Steve Balmer was obsessed with Windows. He built the enterprise business, he left, Satya Nadella came in and launched Azure, and Azure has been great.…

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