In addition to transitioning to the cloud, our customers continue to invest in premium versions of our on-prem server products like Window Server, System Center and SQL Server.
Sentiment: POSITIVE
We've been delivering cloud-based services for over a decade, with more than 30 million Intuit customers using offerings across a variety of desktop and mobile devices. The benefits are clear: online experiences are simply better for customer.
If you think about the market that we're in, and more broadly just the enterprise software market, the kind of transition that's happening right now from legacy systems to the cloud is literally, by definition, a once-in-a-lifetime opportunity.
We think a modern cloud lets you decide when you want to upgrade. We don't decide for you.
When I started at Microsoft, I was lucky enough to be part of the rise of the client-server paradigm.
In the past, there was hardware, software, and platforms on top of which there were applications. Now they're getting conflated. That is all going to get disrupted by the move to the cloud.
The whole hardware industry has experienced the phenomenon in which every time computers get cheaper, they appeal to a new set of users; every time they get more powerful, old customers upgrade.
Cloud computing offers individuals access to data and applications from nearly any point of access to the Internet, offers businesses a whole new way to cut costs for technical infrastructure, and offers big computer companies a potentially giant market for hardware and services.
I don't think there is any franchise more powerful than ours around securing the consumer experience and we will not concede that to anyone including Microsoft.
I'm going to retain a lot of Microsoft's stock.
Each customer has unique deployment needs, and as a result, CIOs value the flexibility that our hybrid cloud offerings provide.
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