Microsoft_ building the essential technologies of the future – microsoft corporation (nasdaq_msft) _ seeking alpha

Microsoft AI is geared toward their enterprise core competency. Auto backup software free download You can see tremendous progress in AI for the Industrial Internet, Connected and Autonomous Car, and Connected Cities aka Government. Backup data software The home market is a lesser priority, though Microsoft appears to be building an Xbox ( Scorpio) platform for HaloLens enhanced by Cortana as a virtual agent.


2. Backup image software Robots (including drones) provide multiple benefits to the IoT. Best backup free software The primary one is productivity. Auto backup software The more deliveries and automation, the greater the productivity gains. What is backup software and why is it used Google has invested heavily in robotics, acquiring several companies in the process. Free backup software mac Consider drones as more than automated delivery. Best open source backup software As costs decline and technology improves, drones will likely be used for things like weather pattern data transmission or servicing remote locations. Best blu ray backup software Amazon seems primarily focused on drones for delivery efficiency. Open source backup software windows Little is public about efforts at Apple, Facebook or IBM.

Microsoft is building tools to help others build their own bots or agents with data housed in the cloud, reminiscent to operating and application software for desktop computers. Network backup software free Microsoft recognizes the opportunity to provide AI, data intelligence, tools and data in Azure to create and operate them. Disk backup software free Here are some Microsoft announcements relating to Robots as a Service “RaaS” in Azure.

3. Best disk backup software Genetics delivers the opportunity to transform healthcare through AI-enhanced bioinformatics. Best system backup software Healthcare transformation is driven by the decline in the cost of genomic sequencing and the movement to personalize medicine. Backup computer software IBM is a serious player with Watson. Win backup software IBM has been buying medical images to accelerate machine learning, but it’s doubtful they have the development budget to win the long game (see spending table). Best backup software for android Facebook, Apple and Amazon have published little in this arena. Software for backup Google has announced some projects but nothing to match the information stream generated by IBM and Microsoft. Folder backup software AI, as the cornerstone of the genetics opportunity, requires investors to consider Google’s deep mind progress.

Microsoft is making a serious investment as well, far beyond the cloud. Windows 7 free backup software Cortana Intelligence and Chatbots for voice interface, InnerEye for medical images, Oxford for image analysis, and even HoloAnatomy to assist in surgeries and diagnostics.

4. Best free incremental backup software Blockchain (also known as distributed ledger) is the technology behind cryptocurrencies and smart contracts. Website backup software This technology appears to be poised to transform our payments infrastructure, specifically with respect to the IoT. Best software for backup Apple, Google and Facebook are viewed as not being particularly supportive of this trend. Driver backup software download Recently though, Google appears to have embraced it along with IBM and Amazon to support its cloud launch.

Microsoft was aggressive early in this space ,investing in security and integrated Blockchain as a Service. Free ftp backup software The FinTech section of the forum is still early though useful to see Microsoft progress.

5. Samsung pc auto backup software download Virtual Reality, Augmented Reality and Mixed Reality have so much overlap that it makes sense to include them together. Get data backup software As is the case with all these essentials, AI is the enabling technology. Software de backup gratuito Virtual reality “VR” (immersion) is a simulation as contrasted to augmented reality “AR” which enhances our perception of reality. Software auto backup Consider VR a place to go as an alternative to your surroundings. Backup software for servers A virtual classroom instead of a book. Best backup and restore software Telecommunications rooms with translation agents to replace desktop Skype. What is the best backup software Entertainment experiences will drive consumption as hurdles such as nausea are overcome. Free system backup software AR and mixed reality will increase your awareness of reality. Backup software business Virtual whiteboards will improve business meetings. Free tape backup software All the technology group is very invested in this arena. Free backup software for windows 7 Facebook seems more focused on VR. Best backup software for windows 10 Apple has been reluctant to share much publicly about its efforts. Free backup software windows 7 IBM isn’t particularly visible yet. Best free backup software for windows 7 64 bit Google has been public with its Google Glasses launch and now Daydream and Cardboard, but it’s unclear how much is going on behind the scenes.

Microsoft appears to be leading the charge after initially believing it was simply a gaming or consumer technology. Pc backup software free download Its HaloLens technology for assisted surgery and industrial applications are examples of where this technology is going. The best free backup software Much more content is available and will be updated on the forum.

6. Backup driver software 3D Printing is a unique disruptor along the lines of robots. Auto backup software free Its impact on the IoT is likely to be significant, but does not appear to be a focus of this technology group. Program backup software However, the disruptive capabilities should not be ignored. Server backup software review If the IoT can use data to ascertain a pending part failure, the ability to 3D print it, drone deliver it and robot install it has far-reaching ramifications.

Microsoft has invested in these innovation growth initiatives as they have repositioned the company for efficient growth. Free backup and restore software Promoting an engineer to CEO provided a refocus on the productization of development efforts. Best backup software for android to pc For many years Microsoft poured money into advanced R&D reminiscent of the old Xerox PARC Lab where innovation occurred, but was monetized by others. Free disk backup software Microsoft has used years of research into voice recognition, kinetics, artificial intelligence and deep learning to accelerate development of these now essential technologies. Best backup software for mac A quick recap of how much the group is spending on research and development is also useful as it provides context to the spending commitment. Best local backup software Microsoft has been able to participate with less incremental spending because it has been investing heavily all along. Automatic file backup software Now when the public awareness of the investment is growing, the actual growth in development expense is not, as can be seen here.

A contrarian view on capital allocation and quality of earnings is worth considering. Win 7 backup software Many critics believe that Microsoft has propped up earnings artificially through both stock compensation and share repurchases, funded by a growing debt load. Top free backup software Alternatively, consider the shareholder value created by these actions. Easy backup software Buying back shares over the past five years (at substantially lower prices) created economic value to existing shareholders. Best free data backup software If the value of a company is worth the present value of future cash flows, as both Benjamin Graham and Warren Buffett have argued, decreasing the share count prior to increasing dividends and growing operating cash flows makes each outstanding share more valuable. Sql backup software Buying undervalued stock is a benefit. List of backup software Having fewer shares to share dividends and future cash flow creates value.

Optics create the impression that earnings are depressed and being propped up by sharing them over a reduced share count. What is a backup software A more compelling view is that earnings are depressed by selling off legacy initiatives which are inconsistent with the current strategic vision. Good backup software Writing off fixed costs depressed earnings. Database backup software But this drag on earnings from numerous missteps has been largely put in the past, leading to an opportunity for earnings growth… Top 10 backup software that will be disproportionately beneficial to investors due to a lower share count. Free backup software Most retail investors have missed the fact that (led by Microsoft) some technology companies have now stopped adding back stock compensation expense as an adjustment to non-GAAP earnings. Data backup software for windows Google was the latest, adopting this approach as of Q4 2016. The best backup software This action even contributed to the view that Google earnings were disappointing. Best free backup software windows 7 Investors should be careful to understand this distinction when comparing multiples. System backup software Facebook as an example does not embrace this approach, which decreases its earnings multiple by roughly 25%. Backup software free Finally, to those that argue that taking on debt has negative ramifications to the company, consider again the alternative view. Image backup software free Microsoft has aggressively locked in long-term debt at the bottom of the interest rate cycle. Exchange backup software Companies that have done that despite alternative funding options will seem particularly astute in a few years when inflation drives borrowing and investment interest rates back up.

When Nadella was promoted to CEO, Microsoft immediately served notice. Best hdd backup software Old technology suggests a lack of compelling innovation. Ftp backup software Shareholders may still benefit through maximized cash flow and dividend payouts, but at a lower earnings multiple. Best free backup software 2016 Now we see transformative buds that suggest renewed growth. Backup files software This quarter marks the end of a two-year revenue slide from the phone fiasco. Best data backup software Adding to that pain were nonproductive expenses and write-offs which further depressed earnings and cash flow. Corporate backup software A challenging process, but sometimes new growth requires clearing the ground for it. Free hard drive backup software The process has been wonderfully orchestrated and the stage appears set. Driver backup software The questions now become clear. Backup pc software Will Microsoft outpace the competition developing these essential technologies? Will the resultant growth outpace the further declines anticipated in the desktop category? Investment in Microsoft will depend upon your answer to those questions.

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