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Microsoft 'delighted' by Windows 11 usage, but what is it?

PCWorld

Microsoft said Tuesday that about 1.4 billion users use either Windows 10 or Windows 11 every month, providing a "powerful on-ramp" for the company's own services. "Three months in, and we are delighted by the response to Windows 11," Microsoft chief executive Satya Nadella said during the company's calendar fourth-quarter 2021 earnings call with analysts. Microsoft reported that revenue for Windows OEM licenses shot up a substantial 25 percent compared to a year ago, prompted by the sudden surge in PC sales during the pandemic. Commercial PC licenses helped the surge, given that they generate more revenue. Nadella didn't break down the number of users for Windows 11 and Windows 10, respectively, and he used some odd metrics to describe Windows 11's success.


Microsoft's Surface sales soar to nearly $2 billion, though chip shortages are hurting

PCWorld

Revenue from Microsoft's Surface lineup topped nearly $2 billion for Microsoft's fourth calendar quarter--and Microsoft believes so strongly in its success that it's predicting another 20-percent growth on top of that for the current quarter. In fact, Surface sales are upending Windows' traditional role at Microsoft--even though it's likely Intel's fault. For even as Surface rises, PC sales are suffering because of a lack of chips, Microsoft said Wednesday. In all, sales of Microsoft Surface devices grew about 39 percent, "ahead of expectations," to $1.86 billion, Microsoft chief financial officer Amy Hood said during an analyst call covering Microsoft's second fiscal quarter of 2019. Overall, Microsoft made $8.4 billion on revenue of $32.5 billion, up 12 percent overall.


Surface sales sag and Windows Phones fade, as Microsoft's hardware business takes a hit

PCWorld

Four little words from Microsoft CFO Amy Hood describe the tragic state of Microsoft's mobile experiment: "negligible revenue from phones." Phone sales for the current quarter were bad, falling $730 million from the same period a year ago, Microsoft executives said Thursday during the company's second-quarter earnings call. But they can't fall much further: Hood was referring to a forecast of the current quarter ending in June, when sales of all Microsoft-branded phones will apparently trickle off into oblivion. Microsoft also said it suffered lower-than-expected sales of Surface Pro products, with an overall drop of 26 percent in Surface revenue. Third-party hardware partners appear to be doing better, however: Microsoft said that sales of its Windows 10 Pro operating systems grew by 10 percent, as more PC vendors were able to sell premium PCs that used Microsoft's more advanced operating system.


Cloud and Artificial Intelligence Power Microsoft Earnings To Beat Forecasts

#artificialintelligence

Microsoft $MSFT smashed analysts expectations for its December quarter earnings report Wednesday after the close. Once again $MSFT Cloud earnings powered revenue.