4 ms·

I find there's quite the echo chamber of doom in certain circles about Microsoft. But this one takes the cake to ask the question "Does Microsoft need a turnar

by 300bps 13y ago

I find there's quite the echo chamber of doom in certain circles about Microsoft. But this one takes the cake to ask the question "Does Microsoft need a turnaround expert?" while at the same time: http://origin-www.livemint.com/Companies/tfliUBJb2Tjf3SapxQTvkK/Microsoft-quarterly-profit-and-revenue-beat-forecasts.html http://origin-www.livemint.com/Companies/tfliUBJb2Tjf3SapxQT... Microsoft posts a 17% increase in quarterly profit to $5.2 billion; revenue rises 16% to $18.5 billion The company made $5.2 billion profit in 3 months. Over 90% of computers are running their operating system. (http://en.wikipedia.org/wiki/Usage_share_of_operating_systems http://en.wikipedia.org/wiki/Usage_share_of_operating_system...). Their office productivity suite has over 95% of the market. Visual Studio, Azure, Xbox, all immensely popular. What exactly are people thinking they need to "turn around"?

sc90 13y ago
How about this? http://goo.gl/VZ12Ds http://goo.gl/VZ12Ds
hack_37 13y ago
They need a turn around because they feel it won't last and for good reasons. Market penetration in mobile phones is very low and some believe this is where the future is. You don't start asking questions and changing strategies when everything is bad, otherwise you'll end up like Blackberry. The latter has no debt at all and $2 billion in the bank and everybody think they're dead. It won't be long till everybody thinks the same for Microsoft if they carry on like this.
threeseed 13y ago
The fact that computing is trending towards mobile and Microsoft's actions in this space have been a disaster. So big deal if Microsoft is still making money. So was Blackberry the day the iPhone was announced. That doesn't mean that people shouldn't be asking serious questions about its long term viability. As for the specific products you mentioned Visual Studio and Azure piggyback on the strength of the overall Windows ecosystem. If that suffers then everything suffers. And Xbox is facing a resurgent Sony in the next round of console wars.
- 300bps 13y ago
  The fact that computing is trending towards mobile and Microsoft's actions in this space have been a disaster Computing consumption is trending toward mobile. Computing production will always likely be on notebook/desktop computers. Regarding Microsoft's mobile offering - they've almost doubled their market share in the last 3 months in most countries including in the U.S. In Italy, they are ahead of iPhone. http://i0.wp.com/allthingsd.com/files/2013/11/Kantar_smartphone_sept2013.jpg http://i0.wp.com/allthingsd.com/files/2013/11/Kantar_smartph... Many people (such as myself) owned a string of iPhones, then got fed up with the stagnation and either moved to Android or Windows Phone.
  - thedrbrian 13y ago
    What's interesting is the sales only count till the end of September and thus miss most of the 5s sales and that kantar handle Microsoft's online ad sales. http://tech.fortune.cnn.com/2013/11/05/apple-kantar-windows-italy/ http://tech.fortune.cnn.com/2013/11/05/apple-kantar-windows-...

by 300bps 13y ago

sc90 13y ago

How about this? http://goo.gl/VZ12Ds http://goo.gl/VZ12Ds

hack_37 13y ago

They need a turn around because they feel it won't last and for good reasons. Market penetration in mobile phones is very low and some believe this is where the future is. You don't start asking questions and changing strategies when everything is bad, otherwise you'll end up like Blackberry. The latter has no debt at all and $2 billion in the bank and everybody think they're dead. It won't be long till everybody thinks the same for Microsoft if they carry on like this.

threeseed 13y ago

The fact that computing is trending towards mobile and Microsoft's actions in this space have been a disaster. So big deal if Microsoft is still making money. So was Blackberry the day the iPhone was announced. That doesn't mean that people shouldn't be asking serious questions about its long term viability. As for the specific products you mentioned Visual Studio and Azure piggyback on the strength of the overall Windows ecosystem. If that suffers then everything suffers. And Xbox is facing a resurgent Sony in the next round of console wars.

300bps 13y ago
The fact that computing is trending towards mobile and Microsoft's actions in this space have been a disaster Computing consumption is trending toward mobile. Computing production will always likely be on notebook/desktop computers. Regarding Microsoft's mobile offering - they've almost doubled their market share in the last 3 months in most countries including in the U.S. In Italy, they are ahead of iPhone. http://i0.wp.com/allthingsd.com/files/2013/11/Kantar_smartphone_sept2013.jpg http://i0.wp.com/allthingsd.com/files/2013/11/Kantar_smartph... Many people (such as myself) owned a string of iPhones, then got fed up with the stagnation and either moved to Android or Windows Phone.
- thedrbrian 13y ago
  What's interesting is the sales only count till the end of September and thus miss most of the 5s sales and that kantar handle Microsoft's online ad sales. http://tech.fortune.cnn.com/2013/11/05/apple-kantar-windows-italy/ http://tech.fortune.cnn.com/2013/11/05/apple-kantar-windows-...