Microsoft shrugs off Windows 8 issues with record revenue

Yesterday Microsoft released its financial figures for the first three months of 2013.

Quarter ending March 31st 2013 vs quarter ending March 31st 2012, $millions

Segment Revenue Change Profit Change Client (Windows + Live) 5703 +1070 3459 +480 Server and Tools 5039 +508 1979 +293 Online 832 +125 -262 +218 Business (Office) 6319 +477

…continue reading Microsoft shrugs off Windows 8 issues with record revenue

The disruption of pay as you go hardware – and I do not mean leasing

Last week Amazon CEO Jeff Bezos spoke at a “Fireside Chat” with AWS (Amazon Web Services) chief Werner Vogels. It was an excellent and inspirational performance from Bezos.

If there was a common theme, it was his belief in the merit of low margins, which of necessity keep a business efficient. Low margins

…continue reading The disruption of pay as you go hardware – and I do not mean leasing

aQuantive may be Microsoft’s biggest acquisition failure. Have there been good ones? A look back.

Today’s news that Microsoft  is writing off $6.2 billion from the useless acquisition of aQuantive in August 2007 gives me pause for thought.

How bad is this company at acquisitions? Particularly those under CEO Steve Ballmer’s watch. He became CEO in January 2000.

Microsoft acquired Danger in February 2008 for $500M. Small relative to

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Microsoft financials: Windows under stress, Server and Office making up

If we are really in the post-PC era, then one of two things will happen. Either Microsoft will make a big success of non-PC products, or it will start delivering shocking financial results. Neither is yet true. Here are the results just announced, broken down into a simple table.

Quarter ending December 31st 2011 vs

…continue reading Microsoft financials: Windows under stress, Server and Office making up

Steve Ballmer at CES: Microsoft pins mobile hopes on Windows 8

Microsoft CEO Steve Ballmer gave the keynote at CES in Las Vegas last night. It was a polished performance and everything worked, but was short on vision or any immediate answer to the twin forces of Apple iPad and Google Android which are squeezing out Microsoft in the mobile world – smartphones and tablets –

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First impressions of Microsoft Kinect – great hardware waiting for great software

The moment of magic comes when someone walks through the gaming area and Xbox flashes up the message that they have signed in. No button was pressed; this was face recognition working in the background during gameplay.

So Kinect is amazing. And it is amazing: it is controller-less video gaming that works well enough to

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The cloud permeates Microsoft’s business more than we may realise

I’m in the habit of summarising Microsoft’s financial results in a simple table. Here is how it looks for the recently announced figures.

Quarter ending September 30 2010 vs quarter ending September 30 2009, $millions

Segment Revenue Change Profit Change Client (Windows + Live) 4785 1905 3323 1840 Server and Tools 3959 409 1630 393

…continue reading The cloud permeates Microsoft’s business more than we may realise

Windows Phone 7 gets decent launch, Stephen Fry’s blessing

I was not able to attend the press conference for Windows Phone 7 in person but watched the live webcast from New York. I was unconvinced by the phrase “Always delightful, wonderfully mine” which formed the basis of Microsoft CEO Steve Ballmer’s lead-in, but it got better.

Corporate VP Joe Belfiore did

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Microsoft’s super-exciting Sky TV on Xbox with social interaction

I’m watching Microsoft’s Steve Ballmer present a session on cloud computing. It’s been underwhelming so far, but I was interested to see how Sky TV will look on Xbox 360 (though I’d readily swap it for BBC iPlayer, which Microsoft seems to be obstructing). The key point: you can watch with your Xbox Live friends

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Microsoft quarterly results: server and tools shine, overall decline

Microsoft has reported its results for the quarter ending 30th Sept 2009. I’ve got into the habit of making a small table to help make sense of the figures:

…continue reading Microsoft quarterly results: server and tools shine, overall decline