{"id":5354,"date":"2012-01-19T22:54:36","date_gmt":"2012-01-19T21:54:36","guid":{"rendered":"http:\/\/www.itwriting.com\/blog\/?p=5354"},"modified":"2012-01-19T22:54:36","modified_gmt":"2012-01-19T21:54:36","slug":"microsoft-financials-windows-under-stress-server-and-office-making-up","status":"publish","type":"post","link":"https:\/\/www.itwriting.com\/blog\/5354-microsoft-financials-windows-under-stress-server-and-office-making-up.html","title":{"rendered":"Microsoft financials: Windows under stress, Server and Office making up"},"content":{"rendered":"

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.<\/p>\n

Quarter ending December 31st 2011 vs quarter ending December 31st 2010, $millions<\/em><\/p>\n\n\n\n\n\n\n\n\n
Segment<\/td>\nRevenue<\/td>\nChange<\/td>\nProfit<\/td>\nChange<\/td>\n<\/tr>\n
Client (Windows + Live)<\/td>\n4736<\/td>\n-320<\/font><\/span><\/span><\/td>\n2850<\/td>\n-64<\/font><\/span><\/span><\/td>\n<\/tr>\n
Server and Tools<\/td>\n4772<\/td>\n+484<\/td>\n1996<\/td>\n+285<\/td>\n<\/tr>\n
Online<\/td>\n784<\/td>\n+71<\/td>\n-458<\/span><\/td>\n+101<\/font><\/span><\/td>\n<\/tr>\n
Business (Office)<\/td>\n6279<\/td>\n+169<\/font><\/span><\/td>\n4152<\/td>\n+65<\/font><\/span><\/td>\n<\/tr>\n
Entertainment and devices<\/td>\n4237<\/td>\n+539<\/span><\/span><\/td>\n528<\/span><\/span><\/td>\n-138<\/font><\/span><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

A few observations. Server revenue (though not profit) exceeded client revenue; I am not sure if this is the first time it has done so, but it is unusual. The Office division enjoyed a remarkable quarter, and the press release<\/a> mentions 10% growth in Exchange and SharePoint, and 30% growth (from a smaller base) in Lync and Dynamics CRM. Azure? Not mentioned so I presume revenue is small.<\/p>\n

Where is Office 365? Somewhere in the Office figures I would guess; and once again, since it is not mentioned, I think we can assume it is not delivering a large amount of revenue yet. I would like to know more though.<\/p>\n

What Microsoft calls Online is formed of Bing search and services and advertising income. Another hefty loss, but revenue is up, loss somewhat reduced, and Microsoft claims that  \u201cBing-powered US market share, including Yahoo! properties, was approximately 27%\u201d. Not bad.<\/p>\n

This is the big quarter for gaming and Xbox delivered accordingly. The faltering Windows Mobile and Windows Phone 7 are somewhere lost in those Xbox numbers, and again its revenue is not mentioned in the press release.<\/p>\n","protected":false},"excerpt":{"rendered":"

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<\/span> →<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[55,97,100],"tags":[388,586,996],"class_list":["post-5354","post","type-post","status-publish","format-standard","hentry","category-microsoft","category-windows","category-xbox","tag-financials","tag-microsoft","tag-windows"],"_links":{"self":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts\/5354","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=5354"}],"version-history":[{"count":0,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/posts\/5354\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/media?parent=5354"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/categories?post=5354"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itwriting.com\/blog\/wp-json\/wp\/v2\/tags?post=5354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}