마이크로소프트의 2022년 최우선 관심사는 데이터관리 분야(2021.12.18)

2021.12.18

Microsoft's top priority for 2022? It could be data management | Seeking Alpha

• Microsoft (NASDAQ:MSFT) might have its work cut out for it when it comes to improving on how things went overall for it in 2021.
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• After all, the software giant's earnings results continue to show it growing in areas such as cloud computing and personal computers. Microsoft (MSFT) also thinks so highly of its outlook that it believes it could surpass $50 billion in quarterly revenue for the first time with its next report. Investors should also be pleased with how Microsoft (MSFT) has performed on the stock market this year, as its shares have climbed more than 44% since the end of 2021.
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• And then there was the symbolic, if temporary, victory Microsoft (MSFT) could claim in October when it briefly took the title of World's Most Valuable Company away from Apple (NASDAQ:AAPL). So, needless to say, 2021 has been a good year for Microsoft (MSFT).
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• But, this begs the question of what 2022 might look like for Microsoft (MSFT), and what are going to be the top priorities for Chief Executive Satya Nadella. While Microsoft (MSFT) may still be best-known to many for its Windows operating system, its Microsoft Word program and its Xbox videogame console, the company's data platform and management offerings are likely the areas where Nadella is focusing much of his attention.
• 마이크로소프트 선임 이사 나델라에게 2022년 회사의 최우선 관심 분야에 대해 질문하였다. 
• 나데라는 마소가 윈도우, MS워드와 Xbox게임기등으로 유명하지만, 회사는 데이터 플랫폼과 관리분야에
• 많은 관심이 있다고 말했다.
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• That's the opinion of Morgan Stanley analyst Keith Weiss, who said that Nadella's earnings call comments "match well to the key priorities Microsoft is investing most aggressively behind." Based on how data offerings such as platforms and databases like Azure are playing a role in Microsoft's (MSFT) growth, it should come as no surprise that Nadella would make such areas a focus of the company's overall strategy for the foreseeable future.
• 모건스탠리 애널리스트는 나델라가 어닝콜에서 말한대로 마소는 애저와 같은 데이터프랫폼(클라우드)이
• 회사의 성장에 중요한 역할을 할것이고, 나델라가 클라우드가 가까운 장래에 회사의 전면적인 전략 분야가 될것은
• 의심할 여지가 없을 것이다.
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• Weiss noted that based on industry data, Microsoft (MSFT) has become the No. 1 vendor for data management offerings, with a 28% share of the market. For comparison, Oracle (NYSE:ORCL) is the No. 2 company, with a 22% market share, and Amazon Web Services (NASDAQ:AMZN) is in third place with 9% of the data management market.
• 모건스탠리는 데이터관리 분야에서 마소가 28%로 점유율 1위, 오라클이 22%로 2위, 아마존이 9%로
• 3위를 차지한다고 했다.
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• Weiss, who has an outperform rating and $364-a-share target price on Microsoft's (MSFT) stock, noted that data platform products and services made up about 12% of the company's total revenue during the first half of 2021, up from 10% in 2017. Cloud revenue has also more than doubled over that same period, from 3% to approximately 7% of sales, and Weiss said he expects such sales to be "a key source" of Microsoft's business growth heading into 2022.
• 모건스탠리는 마이크로소프트의  목표가를 364달러와 시장 상회 의견을 제시하였다.
• 데이터분야의 매출이 2017년 전체 매출의 10%를 차지하였으나 2021년 상반기에는 12%를 차지하였다.
• 같은 기간 클라우드 매출은 전체 매출의 3%에서 7%정도로 증가하였다.
• 모거느탠리는 클랑우드와 같은 분야 매출이 마소의 2022년 성장에 중요 원천이 될것으로 예상하였다.
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• Weiss said that because of Microsoft's strong positioning in the data management market, and its management's high level of focus on data as part of the broader digital transformation, "Within this data platform market, Microsoft's broad collection of cloud and on-premise data offerings lead to a No. 1 market position."
• Weiss, and other Morgan Stanley analysts, also rated Microsoft (MSFT) as to top pick for 2022 as part of a "gut check" look at the software sector for next year.

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