MP1 2.08% $7.52 megaport limited

Ann: Results of Share Purchase Plan, page-120

  1. 7,132 Posts.
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    Megaport have been working with Microsoft & Azure for quite some time. With everything shifting to the cloud & Microsoft using it to run its entire Office 365 suite it’s clearly a big opportunity to be involved there.

    I’ve been waiting for the next big trigger for even faster cloud growth in the near term and in the back of my mind have been thinking it will likely be driven by gaming, which has until now involved mostly playing a game from a disc or after downloading it to a console.

    But some of the biggest games now feature more and more cloud based, data centre driven live streaming type play. Demand for this is now growing fast. I just caught this article regarding the business growth Microsoft are seeing in cloud, with revenues predicted to overtake those from all traditional hardware & software sales by 2021.

    Perhaps most exciting; they are working on a cloud based game streaming platform similar to Netflix. Can you imagine the extra data flow through clouds and DCs if that gets any traction at all?

    https://www.forbes.com/sites/jonmar...d-business-could-soon-be-bigger-than-windows/
 
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