Windows Weekly 800

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

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• Transcripts: Windows Weekly Episode 800 Transcript

Links

• Microsoft’s Revenues Grew 11 Percent, But Windows Stumbles
• Paul Thurrott’s Short Takes: Microsoft Earnings Special Edition
• All eyes on Microsoft's Azure, Cloud numbers in Q1 FY'23
• GitHub Hits $1 Billion in Annual Recurring Revenue
• All eyes on Microsoft's Azure, Cloud numbers in Q1 FY'23
• Alphabet/Google Revenues Grew Just 6 Percent
• Spotify Now Has 456 Million Monthly Average Users
• Windows 11 Subsystem for Android is Getting Android 13 Support and More
• Google to End Support for Chrome on Windows 7/8.1 in Early 2023
• Microsoft Shares Video Tour of its Upcoming Microsoft 365 App
• Microsoft Brings Android 12L to Surface Duo
• “Too much and too soon”—Steven Sinofsky looks back at Windows 8, 10 years later
• Microsoft starts shipping its Windows on Arm device for developers: Windows Dev Kit 2023
• Microsoft Says More than 20 Million People Have Used Xbox Cloud Gaming
• Age of Empires II And IV Are Coming to Xbox Consoles Next Year
• Transform Your Device into a Mobile Gaming Machine with the Latest Designed for Xbox Accessories
• Tip: Get the Simplified Ribbon in Microsoft Office for Windows
• Windows 11 Field Guide Progress Report #1: Four New Chapters
• Microsoft’s New PC Manager App Aims to Boost Your PC’s Performance
• Unified Update Platform for Windows 11 Now at Public Preview
• In case you needed more proof that Volterra is a Surface device at heart...
• Sororicide