Microsoft is the world's largest software company, offering cloud services, productivity software, gaming, professional networking, and business applications to consumers and organizations globally. Microsoft's two core businesses are Azure and Microsoft 365. Azure is a cloud computing platform that lets businesses run software, store data, and build applications on Microsoft's global network of data centers rather than on their own hardware, generating revenue on a consumption-based model as customers scale their workloads. Microsoft 365 is a suite of productivity software — including Word, Excel, PowerPoint, Outlook, and Teams — sold primarily as a per-user subscription to enterprise customers, with revenue growing through seat expansion and upgrades to higher-tier plans. Microsoft also operates LinkedIn, a B2B professional networking platform generating revenue through recruiting, advertising, and subscriptions; Dynamics 365, a cloud ERP and CRM platform competing with Salesforce and SAP; Xbox, a gaming business serving over 500M monthly active users through hardware, content, and the Game Pass subscription; and GitHub, the leading developer collaboration platform. Large enterprises typically transact through multi-year Enterprise Agreements, while smaller businesses buy through resellers or online. Microsoft's growth strategy centers on AI monetization across its product stack, including Azure AI infrastructure, Microsoft 365 Copilot add-ons, GitHub Copilot, and agentic AI tools built across Dynamics, M365, and Azure.
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