The shakeup includes the formation of two new engineering teams that will prioritize Microsoft's cloud and artificial intelligence products — a move that should make investors happy, said Brad Reback, a software analyst at Stifel.
So the way I see this is MS is going to have their next OS in the cloud. It's somewhat already stated with the way Office 365 works.Morgan Stanley (MS) said recently that Microsoft (MSFT) could hit $1 trillion in market value within a year, thanks in large part to the strengths of Azure, Microsoft's cloud computing service, and the cloud-based Office 365 software suite.
Thursday's announcement "further demonstrates that those are the growth engines going forward," Reback said. And it aligns with Microsoft's long-term priorities.
"Microsoft has actually been moving away from Windows and more towards the cloud, analytics and AI for the past ten years," explained Laura DiDio, an analyst at ITIC. "This did not happen overnight."
So far, the company's investment in the cloud, artificial intelligence and the Internet of Things has paid off. Amy Hood, Microsoft's chief financial officer, said in January that the company's commercial cloud revenue grew 56% year-over-year. In that quarter, Windows commercial products and cloud services sales fell 4%.
http://money.cnn.com/2018/03/26/investi ... tml?iid=EL