F23Q2 analysis, the subscription future, Microsoft 365 Insider program
- Microsoft announced a net income of $16.4 billion on revenues of $52.7 billion for the quarter ending December 31. Net income decreased by 12 percent year-over-year (YOY) in the time period while revenue was up just 2 percent. It was a mixed quarter, at best, and below expectations.
- Intelligent Cloud delivered $21.5 billion in revenues in the quarter, up 18 percent YOY.
- Productivity and Business Processes was Microsoft's second-biggest business in the quarter, with $17 billion in revenues, up 7 percent.
- More Personal Computing was again the laggard with $14.2 billion in revenues, down an astonishing 19 percent YOY.
- The cloud saved the quarter
- Windows tanked
- Windows won't get better any time soon
- Surface tanked even worse than Windows
- Surface also won't get better any time soon thanks to "execution challenges"
- Xbox tanked, but was at least inline with expectations
- Teams has over 280 million users
- Microsoft 365 to evolve into an AI-first platform
- Office did OK overall, big shift away from one-off product sales to subscriptions
Windows
- It's time to suck it up: the future of Windows is all advertising and subscriptions
- Microsoft is working on yet another File Explorer redesign
- Microsoft also starts testing tabs in Notepad
- Microsoft is also testing a side-by-side view for web pages in Edge
- And now a new Insider build for the Dev channel with a new (Facebook) Messenger widget
- Microsoft kills Altspace VR as part of an AR/MR house-cleaning move
- Microsoft may be walking away from AR/MR, but Apple's coming headset will allegedly switch between the two modes
Microsoft 365
- Office Insider Program renamed to Microsoft 365 Insider Program
- This rebranding crusade is a mistake and is reminiscent of the .NET branding mistake
Antitrust
- EU to announce antitrust case against Microsoft Teams
- DOJ announces antitrust case against Google for advertising and Google responds
- Google lays off 12,000. Nothing from Apple?
Dev
- Github now has over 100 million developers
- Google announces what's next for Flutter
- An examination of .NET MAUI reveals what it's good for on the Windows desktop
Xbox
- N64 classic GoldenEye is coming to Xbox, Game Pass January 27
- Sony pushes forward with VR2 plans
Tips and Picks
- Tip of the week: Paul is working on a new book and needs your help
- Tip of the week #2: Microsoft will stop selling Windows 10 downloads
- Brown alcohol pick of the week: Nomad Outland Whisky
Hosts: Leo Laporte and Paul Thurrott
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