Microsoft Corporation (NASDAQ:MSFT) Q1 2021 Earnings Conference Call - Final Transcript

Oct 27, 2020 • 05:30 pm ET


Microsoft Corporation (NASDAQ:MSFT) Q1 2021 Earnings Conference Call - Final Transcript


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Satya Nadella

We are building Azure as the world's computer, with more datacenter regions than any other provider, now 66, including new regions in Austria, Brazil, Greece, and Taiwan. We are expanding our hybrid capabilities so that organizations can seamlessly build, manage, and deploy their applications anywhere. With Arc, customers can extend Azure management and deploy Azure data services on-premise, at the edge, or in multi-cloud environments. With Azure SQL Edge, we are bringing the SQL data engine to IoT devices for the first time. And, with Azure Space, we are partnering with SpaceX and SES to bring Azure compute to anywhere on the planet. Leading companies in every industry are taking advantage of this distributed computing fabric to address their biggest challenges. In energy, both BP and Shell rely on our cloud to meet sustainability goals. In consumer goods, PepsiCo will migrate its mission-critical SAP workloads to Azure. And with Azure for Operators, we are expanding our partnership with companies like AT&T and Telstra, bringing the power of the cloud and the edge to their networks. Just last week, Verizon chose Azure to offer private 5G mobile edge computing to their business customers.

When it comes to data, Azure brings together cloud-native limitless data and unmatched analytics. Nearly 1 million SQL databases have migrated to Azure to date, and we process more than 1.4 trillion customer queries each day. The number of petabyte-scale workloads running on Azure has more than doubled year-over-year. Azure Synapse redefines cloud analytics by bringing together enterprise data warehousing and big data analytics. With Synapse Link, customers can run real-time analytics over their operational data. They can build advanced AI models using Azure Machine Learning to identify trends and predict outcomes. And with Power BI, anyone in an organization can access these insights and build custom dashboards. From Electrolux, GE Aviation, and Rockwell Automation in manufacturing, to Marks & Spencer and Myntra in retail, businesses are choosing Synapse to accelerate time to insight across their organizations.

We are also leading in AI and its enterprise applications. Azure Cognitive Services make it easier for organizations from Airbus to Volkswagen to build applications that see, hear, speak, search, understand, and accelerate decision making. We are going further to meet some of our customers' biggest challenges today, introducing new capabilities to understand people's movements in a physical space and detect anomalies in metrics. And our partnership with Open AI brings leading-edge large-scale AI models, such as GPT-3, to Azure.

Now to developers. As software developers become critical to value creation in every industry, their productivity is key to business performance. We have the most widely used and loved toolchain to help developers rapidly go from idea to code and code to cloud. With the world's most popular code editing tools, Visual Studio as well as VS Code, developers are more productive than ever. With GitHub, more than 70% of the Fortune 50 build software together. And, with Azure, they have the best-in-class services to build cloud native apps and modernize