The Big Themes:

• A new POV on recent Microsoft announcements: Wayne talks us through his understanding of some key points made by CEO Satya Nadella and CFO Amy Hood on the company's latest earnings call, and how CIOs and CTOs should interpret them.
• Microsoft's full-stack offering is key competitive advantage: Purportedly lowering costs for customers is part of how MSFT is working to stay ahead of AWS and others, and the gamut of services they offer is essential to their efforts.
• The win-win-win of embracing WFH: It's time for boards to accept that WFH is here to stay—sustainability is important for the world and our future, ESG is good for corporate perception, and employee satisfaction is critical to both businesses and workforces.

The Big Quote: " When you talk about lowering the customer's bill, I don't think [Satya Nadella] is trying to lower the dollar spent with Microsoft. He's trying to raise the value of what you get. If I spent $1 and got a server, what did I get? If I spent $1 and got a place to run a modern, secure application that's automatically on my phone, what did I just get for that dollar? Yeah, I think Microsoft is saying I'm gonna give you a lot more for your money, because of our unique approach."

This episode is brought to you by BMC.

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