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Microsoft financials July-Sept 2015: decline of Windows hits home, cloud rises

Microsoft has reported its financials for its first quarter. Making sense of these is harder than usual because the company has changed its segment breakdown (and the names are misleading). The new segments are as follows:

Productivity and Business Processes: Office, both commercial and consumer, including retail sales, volume licenses, Office 365, Exchange, SharePoint, Skype

…continue reading Microsoft financials July-Sept 2015: decline of Windows hits home, cloud rises

NVIDIA’s GPU in the cloud: will you still want an Xbox or PlayStation?

NVIDIA’s GPU Technology conference is an unusual event, in part a get-together for academic researchers using HPC, in part a marketing pitch for the company. The focus of the event is on GPU computing, in other words using the GPU for purposes other than driving a display, such as processing simulations to model climate change

…continue reading NVIDIA’s GPU in the cloud: will you still want an Xbox or PlayStation?

Decent Microsoft results, but where is the cloud? where is mobile?

Microsoft has released its results for the quarter ending March 31 2011. The figures are pretty good; but despite much talk about the cloud there is little sign that Microsoft is reinventing its business – unless you count Xbox, which has had another excellent quarter and is delivering meaningful operating income for the company.

Quarter

…continue reading Decent Microsoft results, but where is the cloud? where is mobile?

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

…continue reading First impressions of Microsoft Kinect – great hardware waiting for great software

Can Microsoft repeat history and come from behind with Windows Phone 7?

This week is Windows Phone 7 week. Microsoft is announcing details of the launch devices and operators, and I shall be watching and reporting with interest on the joint press conference with CEO Steve Ballmer and AT&T’s Ralph de la Vega.

But how significant is this launch? I think it is of considerable significance. Mobile

…continue reading Can Microsoft repeat history and come from behind with Windows Phone 7?

Microsoft cash cows alive and well, lame ducks still lame

Here is my quick summary of Microsoft’s just-announced quarterly results:

Quarter ending June 30th 2010 vs quarter ending June 30th 2009, $millions

Segment Revenue Change Profit Change Client (Windows + Live) 4548 +1379 3063 +1134 Server and Tools inc. Azure 4012 +84 1546 +340 Online 565 +64 -696 -111 Business (Office) 5250 +683 3284 +578

…continue reading Microsoft cash cows alive and well, lame ducks still lame

Keeping track of Microsoft financials

I’m in the habit of drawing up a simple table to summarise Microsoft’s quarterly results. Quarter ending March 31st 2010 vs quarter ending March 31st 2009, $millions

…continue reading Keeping track of Microsoft financials

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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