Windows Weekly 813

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

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The Windows Weekly theme music is courtesy of Carl Franklin.

• Transcripts: Windows Weekly Episode 813 Transcript

Links

• Microsoft Delivers Mixed Quarter Amid Economic Freefall
• Analysis: Microsoft’s F23Q2 (Premium)
• Ads and Subscriptions are the Future … of Windows (Premium)
• Report: Microsoft is Working on Redesigned Windows 11 File Explorer Go
• Microsoft Starts Testing Tabs in Notepad with Dev Channel Insiders
• Microsoft Edge Adds Experimental Split Window Feature
• Windows 11 Insider Build 25284 Brings New Facebook Messenger Widget
• Microsoft is Retiring its AltspaceVR Virtual Reality Platform
• It’s Decision Time for HoloLens (Premium)
• Apple’s First MR Headset to Offer AR/VR Switching
• Microsoft’s Office Insider Program Becomes the Microsoft 365 Insider Program
• Report: EU to Launch Antitrust Case Against Microsoft Teams
• US Justice Department Sues Google Over Ad Tech Monopoly
• Google to Lay Off 12,000 Employees Worldwide
• 100 million developers and counting
• Google Reveals What’s Next for Flutter and Dart
• Goldeneye 007 is Coming to Xbox and Xbox Game Pass on January 27
• Sony Details Launch Window Lineup for its PlayStation VR2 Headset
• The Next Book
• Microsoft to Stop Selling Windows 10 Downloads
• Republicans Are Outraged Over a 'Green' Xbox Update