Microsoft has published its latest financials. Here is my at-a-glance summary:
Quarter ending March 31st 2012 vs quarter ending March 31st 2011, $millions
|Client (Windows + Live)||4624||+177||2952||+160|
|Server and Tools||4572||+386||1738||+285|
|Entertainment and devices||1616||-319||-229||-439|
What is notable? Well, Windows 7 is still driving Enterprise sales, but more striking is the success of Microsoft’s server business. The company reports “double-digit” growth for SQL Server and more than 20% growth in System Center. This seems to be evidence that the company’s private cloud strategy is working; and from what I have seen of the forthcoming Server 8, I expect it to continue to work.
Losing $229m in entertainment and devices seems careless though the beleaguered Windows Phone must be in there too. Windows Phone is not mentioned in the press release.
Overall these are impressive figures for a company widely perceived as being overtaken by Apple, Google and Amazon in the things that matter for the future: mobile, internet and cloud.
At the same time, those “things that matter” are exactly the areas of weakness, which must be a concern.