Pacific Crest analyst Brendan Barnicle recently spoke to 20 Microsoft Corporation MSFT 0.07% U.S. and U.K. retailers to gauge the strength of the company’s quarter. In a new report, Barnicle discusses his findings and why he believes Microsoft is on track from a strong quarter.
Finishing Strong
With only two weeks left in Microsoft’s fiscal Q1, the majority of the resellers that Barnicle spoke with reported in-line numbers, with some even reporting modest upside.
The strong quarter has been led by solid adoption of Office 365, particularly in the UK. Barnicle notes that the program’s low cost was a primary driver of adoption.
In addition, Azure activity also seems to be picking up compared to previous quarters. “Customers are also recognizing that Microsoft offers the best option for hybrid clouds,” Barnicle reports.
Windows 10 Not A Factor
The report notes that Windows 10 adoption has not made…
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