Microsoft’s Q2 FY21 Earnings Reveal Continued Reliance on Commercial Cloud Offerings


Microsoft had a strong Q2, crushing revenue expectations, while continuing to rely heavily on its commercial cloud offerings (e.g., Microsoft 365, Azure, Dynamics 365, LinkedIn, etc.). Commercial Cloud revenue ($167B) was up 34%. In this podcast, Microsoft Practice Leader, Adam Mansfield, discusses where Microsoft is focusing specifically such as ramping Azure consumption, moving more enterprise customers to the most robust all-in cloud bundle, Microsoft 365 E5, and selling more Dynamics 365 solutions centered around the value derived not just from the Dynamics 365 business application but the complete Microsoft commercial cloud offering that can be leveraged. He also shares how enterprise customers could potentially take advantage of key insights from the earnings call in their upcoming Microsoft year-end (June) negotiations and renewals.

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