Follow-up development is well known to everyone. Microsoft’s combination of software and hardware is not going smoothly. Microsoft’s software advantage on the PC side has not been copied and transplanted to the mobile side and hardware side. Windows Phone could not attract the leading mobile phone manufacturers, attracting third-party developers to build a complete service ecosystem, and finally went to bed in 2017.

Surface series hardware, which was launched into the PC market since the end of 2012, has never seen an explosive or best-selling product. Surface’s product line is increasing, but sales have been stagnant for eight consecutive years, less than Apple’s revenue from a product line, and even once shrunk. Independent analyst Neil Cybart believes that Microsoft’s Surface business will decline in the field of electronic consumption.

As the last bastion of Microsoft’s hardware business, Microsoft’s offline store has revealed an important signal that Microsoft’s future strategic resources will be more inclined to software businesses such as intelligent cloud and Office, and the hardware business strategy represented by Surface is preferred The level will drop. Microsoft’s direct competitor is no longer Apple, but the cloud computing and online office giants represented by AWS, Slack, Zoom, and Salesforce.

The direct performance after the strategy reset is that Microsoft’s sales model has undergone a fundamental change. “To B sales are very different from To C sales. There are roughly two cases of To B, one is to do it one by one, and the other is B2C2B mode, which is transmitted to the C terminal through network effects. , And then passed to the B end, but most of them still do it through a single model.” SaoS startup consultant Wu Hao said.

The era of Microsoft’s combination of software and hardware will officially end, and the era of Satya Nadella’s smart cloud will come.

Data from multiple third-party research institutions show that in the global public cloud IaaS+PaaS market, Microsoft Azure is second only to Amazon AWS. Although in terms of revenue, Microsoft Azure is temporarily inferior to Amazon AWS. But in terms of C-level executive resources that dominate the digitization of enterprises, such as CEO, CTO, COO, and CIO, Microsoft has obvious advantages.

In addition, Microsoft Azure is also combined with Office 365 and Teams. Microsoft’s hybrid cloud and multi-cloud solutions are more mature, making Microsoft Azure more than Amazon AWS as the cloud of choice for enterprises.