Microsoft Corporation (NASDAQ:MSFT) Q4 2019 Earnings Conference Call - Final Transcript

Jul 18, 2019 • 05:30 pm ET


Microsoft Corporation (NASDAQ:MSFT) Q4 2019 Earnings Conference Call - Final Transcript


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Satya Nadella

by the tremendous opportunity ahead.

Every day, we work alongside our customers to help them build their own digital capability, creating new businesses with them, innovating with them, and earning their trust. This commitment to our customers' success is resulting in deeper partnerships, larger, multi-year cloud agreements and growing momentum across every layer of our differentiated technology stack, from application infrastructure, to data and AI, to business process, to productivity and collaboration.

Now, I'll briefly highlight our innovation and momentum. In a world where every company is a software company, developers will play an increasingly vital role in value creation across every organization, and GitHub is their home. GitHub is used by more than 36 million developers as well as the largest enterprises, including the majority of the Fortune 50.

And we are investing to build the complete toolchain for developers, independent of language, framework and cloud. Visual Studio and Visual Studio Code are the most popular code editing tools in the world. With Azure DevOps you can build, test and deploy code to any platform. And with Azure PlayFab, we have LiveOps, a complete back-end platform to optimize engagement and interaction in real-time.

We are building Azure as the world's computer, addressing customers' real-world operational sovereignty and regulatory needs. We have 54 data center regions, more than any other cloud provider, and we were the first in the Middle East and in Africa.

Azure is the only cloud that extends to the edge, spanning identity, management, security and infrastructure. This year, we introduced new cloud-to-the-edge services and devices from Azure Data Box Edge, to Azure Stack HCI, to Azure Kinect, bringing the full power of Azure to where data is generated. Azure Sphere is a first-of-a-kind edge solution to secure the more than 9 billion MCU-powered endpoints coming online each year. And now IoT Plug and Play seamlessly connects IoT devices to the cloud without having to write a single line of embedded code.

Azure is the most open cloud, and this quarter we expanded our partnerships with Oracle, Red Hat and VMware to make the technologies and tools customers already have first-class on Azure.

Azure is the only cloud with limitless data and analytics capabilities across the customers' entire data estate. The variety, velocity and volume of data is increasing, and we are bringing hyper-scale capabilities to relational database services with Azure SQL Database. New analytics support in Cosmos DB enables customers to build and manage analytics workloads that run real-time over globally distributed data and we offer the most comprehensive cloud analytics from Azure Data Factory to Azure SQL Data Warehouse to Power BI.

The quintessential characteristic of any application being built in 2019 and beyond will be AI. We are democratizing AI infrastructure, tools and services with Azure Cognitive Services, the most comprehensive portfolio of AI tools, so developers can embed the ability to see, hear, respond, translate, reason and more into their applications. And this quarter we introduced new speech-to-text, search, vision and decision capabilities.