Usage Intensity - F23Q2 analysis, the subscription future, Microsoft 365 Insider program
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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 Download or subscribe to this show at Get episodes ad-free with Club TWiT at Check out Paul's blog at The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT
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