Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
Where they benefit is they have a long history.
So a lot of what...
You know, some of the current, you know, especially like Google and Facebook are dealing with now a lot of the political pressure.
Microsoft has kind of already been there, done that.
They're not really in anybody's sights anymore.
And when you combine that with the fact that their business, they made, you know, several significant improvements to their business over the last few years.
So their stock has kind of made a steady rise.
None of these others have have fallen by quite a bit.
And that's allowed them to essentially catch essentially catch up to Apple.
They're pretty much neck and neck right now.
They have.
I mean, they've done this pivot to a cloud business.
What they realized when they got a new CEO about four years ago, the shift was realizing they missed the mobile revolution.
They totally missed smartphones.
and they spent several years kind of stumbling around trying to make attempts at that.
Under the new management, they decided our future is really making sure people can use our software and services no matter what device they're using, even if they're not using a Windows PC.
Microsoft is figuring out ways to make money from people like that, which they hadn't really done before.
So that's helped them a great deal.
And now this cloud business is about a third of their overall revenue.
And that's coming from corporations needing cloud computing services,
Showing 101–120 of 617 · page 6 of 31
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