![]() ![]() If you think about it macro level, customers right now are still trying to solve the same problems they were trying to solve before this economic crisis unfolded. And we also think that it is, frankly, the spend less do more cloud, which comes at a very opportune time for us. So, we're pretty excited about that, because we believe the Microsoft Cloud is the most comprehensive and trusted cloud in the industry. ![]() And, to me, the only way to navigate uncertainty is continued and accelerated innovation. The economic environment is arguably the most uncertain we've seen in decades. ![]() Resiliency is basically a fancy word for what do you do when bad things happen to you, persevere is a little bit more forward-looking and how do you think about planning for the future, which resonates right now in these uncertain times.Īnd the reality of the situation is, I think a lot of people thought they would come out of the pandemic to blue skies and rainbows. And we helped customers with a lot of technology that help them survive the pandemic and this pivot from resiliency is about moving from surviving to thriving. Obviously, navigating the pandemic was all about frankly, getting through it. And we made a big point of talking to our customers about the need to pivot from resiliency to perseverance. Look, a big headline underneath Microsoft Inspire this year was this notion of digital perseverance. Well, thank you for calling all of that out and thank you for the kind words. What have we been seeing with respect to demand trends, the nature of customer conversations that makes you so bullish about the future? So, what's going on at Microsoft? Why - you put up good numbers from your seat. And then Satya comes over after you and he sounds equally bullish. So, the - despite the looming uncertainty with the macro, et cetera, you guys sound you were bullish and I thought okay, man, these guys sound bullish. I got to tell you, I felt fired up for watching that YouTube video and he's the star of the show and you introduce your industry heads and they bring in their customers whatnot. You're the star of the show and you talk a lot about how you plan to approach fiscal 2023 with your partners. And I happen to - you guys should all check it out. Over the time, I've been at the company largely responsible for our go-to-market strategy, our salesforce, and our delivery teams around the world. And I've been with Microsoft now a little over nine years. ![]() Look, I am responsible for Microsoft's Commercial business, which is a fancy way of saying I'm responsible for everything we sell, services, and support to our large corporate enterprise customers all the way down to small, medium businesses and governments around the world. I'm told from some of my contacts that you are a rising star at Microsoft, tell us about your responsibilities, and then we'll jump into some questions. Judson, why don't you introduce yourself? You've got a big title. I'm just here asking the questions and you're going to generate a ton of insights. And all that is possible only if you've got good content and so we owe you for the content. I'm told this is the largest Goldman Sachs Investor Conference ever, and certainly feels that way and your energy, your enthusiasm, your participation is greatly appreciated. Before we get started with everything, thanks so much for your support, I think this is turning out to be an incredible conference. We're off to an incredible start, especially with Microsoft here with us. Microsoft Corporation ( NASDAQ: MSFT) Goldman Sachs Communacopia + Technology Conference 2022 Septem6:00 PM ET ![]()
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