Two Gigaom Research takes on Microsoft’s quarterly results

Microsoft announced its quarterly results this week, and two Gigaom Research curators weighed in with their perspectives.

As social media curator Stowe Boyd observed, Microsoft posts record Q2 results, and beats expectations, but no new CEO. Cloud curator David Linthicum, meanwhile asked, “Will the public cloud ever be more “Microsofty?””

Both analysts see Microsoft’s future in its enterprise business, and the firm’s eventual naming of new leadership as an opportunity to move aggressively in that direction. Its Azure cloud platform is the firm’s new flagship, though as David notes, the Azure environment is sufficiently populated with legacy developers to potentially slow the vessel’s speed against stiff competition.