1. Microsoft and Google riding the cloud wave

    Google and Microsoft are both benefiting from solid growth in enterprise cloud services. Both companies released earnings reports this week that highlighted significant momentum in G Suite, Office Suite, respectively, and more sophisticated cloud platforms for business.

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    1. We crossed a major milestone with more than 100 million monthly active users of Office 365 commercial.
    2. The heavy lifting, I would say, is around how we meet enterprises in the market.
    3. We do have a huge on-premises base.
    4. Increasingly, we are being asked to partner for mission-critical projects and full migrations, moving data from on-premises data centers to the cloud.
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