Windows Weekly (Audio)

WW 800: Goodbye Heart - Q1 FY23 Earnings, Q2 pessimism, Sinofsky reflects on Windows 8

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Q1 FY23 Earnings, Q2 pessimism, Sinofsky reflects on Windows 8

  • Microsoft reported that it earned a net income of $17.1 billion on revenues of $50.1 billion, a year-over-year gain of 16 percent, in the quarter ending September 30
  • Intelligent Cloud up 20 percent YOY to revenues of $20.3 billion thanks to strong growth for both Azure (up 35 percent) and Server. But stock tanked due to Azure missing expected growth number and low expectations for Q2 23
  • Productivity and Business Processes delivered $16.5 billion in revenues, with growth of just 9 percent. Growth was driven by Office 365, with Office commercial products and cloud services seeing revenue growth of 7 percent. Office 365 commercial revenue was up 11 percent, and Office commercial products revenue fell 28 percent as Microsoft's customers continued their migration to subscription services. Office consumer was up 7 percent, with the subscriber base growing 13 percent to 61.3 million.
  • More Personal Computing, the home of Windows, Xbox, and Surface, saw revenues decline slightly to $13.3 billion. Windows revenues from PC makers was worse than expected, with a drop of 15 percent. Windows commercial products and clouds services revenues grew 15 percent, but declines in Windows were enough to drag down the entire business unit, with Microsoft citing "continued deteriorations in the PC market."
  • Xbox content and services revenues fell 3 percent YOY, though gaming revenue overall was up slightly. Xbox hardware revenue was up 13 percent.
  • Surface and other devices revenue was up 2 percent, but only because of HoloLens; Surface was down by double digits. Revenues had experienced double-digit growth in the prior two quarters.
  • GitHub hits $1 billion in ARR for the first time
  • Microsoft's financial outlook for Q2 and beyond isn't rosy

    • Other Earnings

    • Google hits a wall
    • Spotify MAUs up, profits down

      • Windows/Microsoft 365

      • Windows Subsystem for Android is getting Android 13 and more
      • Google to finally stop supporting Chrome on Windows 7 (and 8.1)
      • Microsoft shows off that coming Microsoft 365 app
      • Surface Duo gets Android 12L and is moving towards a Windows 11-like UX
      • 10 years ago today, Microsoft started selling Windows 8 and Surface RT

        • Dev

        • Windows Dev Kit 2023 is now available, and it looks great

          • Xbox

          • Over 20 million people have at least tried Xbox Cloud Gaming
          • Age of Empires II and IV are coming to Xbox consoles in 2023
          • Microsoft talks up third-party Xbox controllers for smartphones, tablets

            • Tips and picks

            • Tip of the week: The simplified ribbon comes to Office, sort of
            • App pick of the week: Microsoft PC Manager
            • Enterprise pick of the week: UUP
            • Codename pick of the week: Surface 'Project AH'
            • Beer pick of the week: Nightmare Brewing Sororicide

              • Hosts: Leo Laporte, Mary Jo Foley, and Paul Thurrott

              Download or subscribe to this show at https://twit.tv/shows/windows-weekly

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              Check out Paul's blog at thurrott.com

              Check out Mary Jo's blog at AllAboutMicrosoft.com

              The Windows Weekly theme music is courtesy of Carl Franklin.

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