Jan 25th 2023
Windows Weekly 813
Usage Intensity
Hosted by
Leo Laporte,
Paul Thurrott
F23Q2 analysis, the subscription future, Microsoft 365 Insider program
Records live every Wednesday at 2:00pm Eastern / 11:00am Pacific / 18:00 UTC.
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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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