Therefore, if Microsoft bundles Shopify-like e-commerce services into Azure, it could boost its revenues per customer, widen its moat against AWS, and ensure that its cloud business’ fastest-growing segment stays healthy. Furthermore, Microsoft can integrate those services with Dynamics’ sales, marketing, and CRM tools — which would also make it a “one-stop shop” for digitizing a business.
Microsoft certainly has the market clout to pull that off. Windows is the world’s top PC operating system, and Azure ranks second in the cloud platform market after AWS.
Should Shopify investors worry?
Shopify investors shouldn’t jump to conclusions, since Bransten merely stated that Microsoft was considering the development of e-commerce tools to address rising demand from retail customers. This means that Microsoft won’t launch a “Shopify killer” anytime soon, and that pent-up market demand could boost Shopify’s sales instead.
Read More.. Source The Motley Fool