Windows Weekly 813: Usage Intensity

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

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