Microsoft Earnings: 7 Essential Facts - InformationWeek
Software // Enterprise Applications

Microsoft Earnings: 7 Essential Facts

Microsoft's Q3 beat expectations. Strong performers include cloud products and Xbox, but Surface and consumer PC sales still pose a problem.

Microsoft CEO Satya Nadella
Microsoft CEO Satya Nadella

Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
User Rank: Ninja
4/30/2014 | 12:08:55 AM
Re: renaissance
Yeah, I like that idea. 


Or, I suppose, if you want to build them, build them exclusively. e.g. Xbox is a hardware/software play. Nokia could be a hardware/software play if the combination is good enough (it worked for Apple, right?).

As for the desktop OS, I'll pass on the usual Windows 8 comments and just say that it's a tough market to be in, especially when your competition is Linux (free) and OS/X Mavericks (oh wait, also free). That's a tough sell for any business.
Drew Conry-Murray
Drew Conry-Murray,
User Rank: Ninja
4/25/2014 | 12:49:03 PM
Re: renaissance
I think I'm with you. Microsoft should try to get on as many devices as possible, but it shouldn't be trying to build them.
Shane M. O'Neill
Shane M. O'Neill,
User Rank: Author
4/25/2014 | 11:57:57 AM
Re: renaissance
You can see from Nadella's decisions so far that he doesn't want to be in the hardware business. Yet the Nokia monkey sits firmly on his back. It's a bit alarming that they don't have any concrete plans about Nokia phone integration. But at least Nokia Windows Phones are in an explosive smartphone market, and have a chance as a solid No. 3. Surface, on the other hand, is is really up a creek. It hasn't been able to compete in the tablet market, and the tablet market itself is starting to cool.

Microsoft's way forward is through enterprise tools, cloud with Azure, Office 365, Lync, and spreading out Windows to new devices beyond PCs and tablets. And Nadella gets it.
User Rank: Strategist
4/25/2014 | 11:16:54 AM
Microsoft has to figure out if it wants to be a software company or a hardware appliance company. Outside of gaming, which I would keep, I think they have a decent history of software innovation (devious/diabolical or not). Apple went hardware years ago and I think chasing them or Samsung is a lost cause. Play to your strengths. They have the expertise to make the cloud work and with the new office strategy, this could be the beginning of a renaissance.
How Enterprises Are Attacking the IT Security Enterprise
How Enterprises Are Attacking the IT Security Enterprise
To learn more about what organizations are doing to tackle attacks and threats we surveyed a group of 300 IT and infosec professionals to find out what their biggest IT security challenges are and what they're doing to defend against today's threats. Download the report to see what they're saying.
Register for InformationWeek Newsletters
White Papers
Current Issue
2017 State of Data and Analytics
Today's companies are differentiating themselves using data analytics, but the journey requires adjustments to people, processes, technology, and culture. 
Twitter Feed
InformationWeek Radio
Archived InformationWeek Radio
Join us for a roundup of the top stories on for the week of November 6, 2016. We'll be talking with the editors and correspondents who brought you the top stories of the week to get the "story behind the story."
Sponsored Live Streaming Video
Everything You've Been Told About Mobility Is Wrong
Attend this video symposium with Sean Wisdom, Global Director of Mobility Solutions, and learn about how you can harness powerful new products to mobilize your business potential.
Flash Poll