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微软 (MSFT.US):拥抱竞争对手,开源软件助力销售,目标价180.00 美元
格隆汇 09-18 09:02

机构:中信证券

我们相信,微软与几乎所有竞争对手密切合作的努力,以及在所有产品中更多地采用开源软件,将继续推动公司销售增长超越同行。这些变化是首席执行官 Satya Nadella 自 2014 年掌舵以来公司增长战略的核心部分。

在多数产品中加入更多的开源软件是微软的又一重大转变。过去五年,公司从以窗口为中心演变为跨操作系统。加入 Linux 基础,在 Linux 上启动 SQL 服务器,将 Docker 集成到其云服务并与红帽紧密合作等等,这些只是产品采用开源方法的几个例子。如今,在微软的云基础架构即服务产品 Azure 上运行的虚拟实例中有超过40%都同时在 Linux 上,我们预计这一占比将在未来几年急剧上升。

微软今年 10 月以 75 亿美元收购 GitHub是首席执行官 Nadella 兑现其对开源社区的承诺的另一例子。

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