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Microsoft Cloud Strength and Hardware Progress Drive Record Q1 Revenue
- fidotron 12y agoThe cloud stuff, especially Azure, is Microsoft at their best - and Nadella having come from that part of the business is what preserves hope for the long run. The reason for this is MS are on the backfoot, but instead of playing defensively they've gone all out to hit every selling point their competition have, and then add their own stuff too, while leveraging what is quite a lot of existing small and medium business lockin to migrate over to the cloud as appropriate. Many people (myself included) thought Amazon, Rackspace etc. would prevent this from working, but they've done it really well. I've also seen a lot of companies move to Office 365, when previously they'd have gone with Google Docs. They seem to have prevented that threat from getting much further too.
- jonrimmer 12y agoDoes Nadella really deserve credit for Azure though, or Scott Guthrie? Azure was a joke until Guthrie took over, even MS employees couldn't figure out how to use it, and he turned it around in a matter of months.
- bashmohandes 12y agoThat's true, until you know who promoted Guthrie to lead the division. It was Nadella
- vyrotek 12y agoAs someone who has been using Windows Azure since '09 I have to really congratulate Scott Gu and others involved for turning things around. It was a serious hot mess back then. Deploying your code took way too much work to configure and 20 min to wait for it to deploy. The Visual Studio integration is pretty slick now. The latest management portal though? I'm not so sure about that...
- jf 12y agoNadella does deserve at least some credit for Azure. During my time at Microsoft, I was quite pleased to hear that Nadella had said something like: "We can either sell the 'One Microsoft' vision, or we can make money" - which I understood was how he explained why Azure was adding support for Linux.
- CmonDev 12y agoScott Guthrie abandoned Silverlight after giving speeches about how it is the best technology. Soon enough he will ruin Azure despite Nadella's efforts.
- SideburnsOfDoom 12y agoSilverlight did not fail because WFP is a bad technology. Silverlight failed because the market for flash-style browser plugins was drying up and moving to JavaScript.
- CmonDev 12y agoEnterprise was as happy to be using it as ever.
- codeulike 12y agoSurface Pro 3 momentum drove Surface revenue of $908 million. How many SP3's is that?
- umeshunni 12y agoAt a base price of ~$800 and a high end of ~$1500: 600,000 to 1.15 M
- tdicola 12y agoSurface revenue includes all the other Surfaces like the 2 pro and non-pro/RT though right?
- codeulike 12y agoYes, in particular they are still selling the Surface 2 (RT). I've seen a fair few of them about in the last few weeks.
- pavlov 12y agoA few weeks ago, I bought a new Lumia 2520 for very cheap. It's a Windows RT tablet like the Surface 2, but with a Nokia design. It's actually quite lovely. Windows RT is much better than I had assumed -- I've used x86 Windows 8 tablets before, but Internet talk had given me the impression that the ARM version is pretty bad. In reality it's fast and fluid on the Lumia hardware. Word runs great (and yes, I like using desktop Word on a 10" touch screen). It's a bit of a shame that the Lumia 2520 will probably be the last Windows RT device ever. Nobody but Microsoft is making them any more, and they're clearly seeing more success from the x86-based Surface Pro line.
- pistle 12y agoLet's say $1000 each (though this skews low and makes the units moved a generous number) $1000 x 1000 = $1M 900 x 1000 = 900,000 units moved Since I'm going to guess they include SP3 accessories in this and that can increase average cost something like 20%, let's drop that sales number down a load and say 500k-700k, likely closer to 700k. Apple moved >12M iPads last quarter for context. I really like my SP3 as a main daily machine and think many people will slide into usage of such a device if they start acclimating to cloud storage and/or more enterprise orgs start doing private cloud. If MS can ride the "private" cloud story into the enterprises where they already have servers, etc. they could provide the better end-to-end story in the next 2-4 years for power tablets that most people from admin staff to executives could use well within the sweet spot of existing infrastructure. Even if they can't move hardware units, they are already firming up the enterprise software story by going more strongly into multi-platform support for Office, etc.
- stephengillie 12y agoI don't know what automated process built that page, but Send to Kindle (for Chrome) just chokes and dies on it. All it can parse is the disclaimer.
- thezilch 12y agoIt's loaded dynamically. You want the following: http://www.microsoft.com/global/Investor/RenderingAssets/DataSource/Earnings%20and%20Financials/PressRelease/FY15/Q1/IRQuarterlyEarnings.html http://www.microsoft.com/global/Investor/RenderingAssets/Dat...
- ChuckMcM 12y agoSigh, I can't find any breakout for Bing results.
- unp3rsOn 12y agoSome numbers here [ppt]http://www.microsoft.com/global/Investor/RenderingAssets/Downloads/FY15/Q1/SlidesFY15Q1.pptx http://www.microsoft.com/global/Investor/RenderingAssets/Dow...
- AdamTReineke 12y agoSlide 10: Search advertising revenue up 23%, due to higher revenue per search and search volume. Bing U.S. market share at 19.4%, up 140 basis points over prior year
- ChuckMcM 12y agoThanks and thanks. More validation that Bing's CPC is going up while Google's is going down. It will be interesting to see where they meet.
- seattlewag 12y agoBing should get towards 25-30% of Goog's CPC at best
- Devagamster 12y agoIs it just me or does this seem really good? Im not a econ buff but those percentages are higher than I would have expected.