January 25, 2023

Windows Weekly 813: Usage Intensity

2 hours 34 minutes

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 https://twit.tv/shows/windows-weekly

Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit

Check out Paul's blog at thurrott.com

The Windows Weekly theme music is courtesy of Carl Franklin.

Sponsor:

GO.ACILEARNING.COM/TWIT

...more

View all episodes

By TWiT

3.5

1515 ratings

January 25, 2023

Windows Weekly 813: Usage Intensity

2 hours 34 minutes

F23Q2 analysis, the subscription future, Microsoft 365 Insider program

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 https://twit.tv/shows/windows-weekly

Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit

Check out Paul's blog at thurrott.com

The Windows Weekly theme music is courtesy of Carl Franklin.

Sponsor:

GO.ACILEARNING.COM/TWIT

...more

Share Windows Weekly 813: Usage Intensity

Sign up to save your podcasts

Windows Weekly 813: Usage Intensity

Windows Weekly 813: Usage Intensity

More shows like Total Leo (Video)

This Week in Tech (Audio)

iOS Today (Audio)

This Week in Tech (Video)

Tech News Weekly (Video)

MacBreak Weekly (Video)

iOS Today (Video)

Home Theater Geeks (Video)

Security Now (Video)

Windows Weekly (Video)

This Week in Google (Video)

Hands-On Tech (Video)

TWiT News (Video)

All TWiT.tv Shows (Video)

The Daily

Hands-On Tech (Video)

TWiT Throwback (Video)

TWiT Events (Video)

Total Mikah (Video)

Hands-On Mac (Video)

Hands-On Windows (Video)

This Week in Space (Video)

Untitled Linux Show (Video)