FAANG Leader Microsoft Is Banking On 4 Key Trends


Why Microsoft Azure Has Doubled Its Market Share

According to Gartner, cloud growth will remain robust next year on already large numbers. Public cloud services forecast on end-user spending will reach $482 billion in 2022, up from $396 billion in 2021 for growth of 21.7%.

4 Key Trends from Microsoft Ignite 2021

As one of the bellwethers for cloud, Microsoft is a key company to monitor for trends that are leading the market. At Ignite 2021 Satya Nadella said, “we’re moving from a mobile and cloud era to an era of ubiquitous computing and ambient intelligence.” This next growth phase includes four key trends.

Microsoft Fiscal Q1 FY 2022 Report

The company’s revenue in fiscal Q1 FY 2022 increased by 22% YoY to $45.3B, which beat the consensus estimates by 3%.



Microsoft’s strategic bet on cloud became clear when the company placed the president of the cloud division as CEO. There’s a stark change in terms of Microsoft’s performance as a public company since 2014 and we believe this new era where Microsoft leads could be just beginning. Apple must contend with consumer sentiment (and China) and must also break into new markets to maintain growth, Alphabet is spread thin across many segments with little overlap, and Amazon’s e-commerce weighs on AWS profits. Meanwhile, Microsoft’s singular focus provides a rare pure play at a $2.5 trillion market cap while cloud is setting up to capture gains from artificial intelligence.



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Beth Kindig

Beth Kindig

CEO and Lead Tech Analyst for the I/O Fund with cumulative audited results of 141%, beating Ark and other leading active tech funds over four audit periods in 2