{"id":1906,"date":"2009-10-23T14:43:57","date_gmt":"2009-10-23T13:43:57","guid":{"rendered":"http:\/\/www.itwriting.com\/blog\/1906-microsoft-quarterly-results-server-and-tools-shine-overall-decline.html"},"modified":"2009-10-23T14:43:57","modified_gmt":"2009-10-23T13:43:57","slug":"microsoft-quarterly-results-server-and-tools-shine-overall-decline","status":"publish","type":"post","link":"https:\/\/www.itwriting.com\/blog\/1906-microsoft-quarterly-results-server-and-tools-shine-overall-decline.html","title":{"rendered":"Microsoft quarterly results: server and tools shine, overall decline"},"content":{"rendered":"

Microsoft has reported its results for the quarter ending 30th Sept 2009<\/a>. I\u2019ve got into the habit of making a small table to help make sense of the figures:<\/p>\n

Quarter ending Sept 30th 2009 vs quarter ending Sept 30th 2008, $millions<\/em><\/p>\n\n\n\n\n\n\n\n\n
Segment<\/td>\nRevenue<\/td>\n% change<\/td>\nProfit<\/td>\n% change<\/td>\n<\/tr>\n
Client (Windows)<\/td>\n2620<\/td>\n-38.8<\/span><\/td>\n1463<\/td>\n-52.17<\/span><\/td>\n<\/tr>\n
Server and Tools<\/td>\n3434<\/td>\n0.50<\/td>\n1283<\/td>\n22.89<\/td>\n<\/tr>\n
Online<\/td>\n490<\/td>\n–5.80<\/span><\/td>\n-480<\/span><\/td>\n-49.53<\/span><\/td>\n<\/tr>\n
Business (Office)<\/td>\n4404<\/td>\n-11.1<\/span><\/td>\n2863<\/td>\n-11.37<\/span><\/td>\n<\/tr>\n
Entertainment and devices<\/td>\n1891<\/td>\n-0.11<\/span><\/td>\n312<\/span><\/span><\/td>\n96.22<\/span><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

A quick glance tells you that Windows suffered a sharp decline, though Microsoft says this is because it has deferred $1.47 billion of Windows 7 upgrade revenue, and that adding this back would reduce the decline to 4% year on year.<\/p>\n

Note that even with the deferral, Windows is highly profitable.<\/p>\n

The star here is server and tools, growing in the downturn and delivering strongly increased profits. I doubt tools counts for much of this; I\u2019m guessing it reflects the positive reception for Server 2008.<\/p>\n

Online is as dismal as ever. Clearly the Live properties are still not performing. Presuming Azure is in this category, it\u2019s possible that this will start to turn this round; that is more likely I guess than an improvement in the fortunes of existing products such as Bing.<\/p>\n

Office strikes me as pretty good bearing in mind the weak economy and that Microsoft is now talking about Office 2010. Entertainment and devices ticking along but nothing special.<\/p>\n

I\u2019m guessing Windows 7 will deliver Microsoft a great next quarter no matter what; but when if ever will it be profitable online?<\/p>\n

Disclaimer: I am not a financial analyst, and hold no shares in companies about which I write. Please do not misconstrue this as investment advice; I know nothing about the subject.<\/p>\n

Technorati Tags: microsoft<\/a>,financial results<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

Microsoft has reported its results for the quarter ending 30th Sept 2009. I\u2019ve got into the habit of making a small table to help make sense of the figures:<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,55,97,98,100],"tags":[],"class_list":["post-1906","post","type-post","status-publish","format-standard","hentry","category-cloud-computing","category-microsoft","category-windows","category-windows-7","category-xbox"],"_links":{"self":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts\/1906","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/comments?post=1906"}],"version-history":[{"count":0,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts\/1906\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/media?parent=1906"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/categories?post=1906"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/tags?post=1906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}