MSFT CY23Q2 Results are in

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Horatio

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  • #1
    FY23 Q4 - Press Releases - Investor Relations - Microsoft
    Microsoft stock drops as Azure growth slows, earnings top estimates (yahoo.com)

    I wanted to say this was kind of a meh quarter, but really, it's not - Revenue up 8% and profit up 20(!)% y/y. All the usual business are killing it, though Azure growth slowed to a paltry 26% y/y. More personal computing was not so great though, as Windows OEM revenue dropped 12% and Devices dropped 20%. So, all in all pretty solid. Next quarter is probably less interesting now that the ATVI deal has been pushed out to Q4, but I guess we might see some if the AI craze showing up in the numbers.
     
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    Echohead2

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  • #2
    Devices dropped 20%...that means they are going to cancel Surface division.

    Assuming all gaming revenue is either content/services and hardwware...about 80% of their revenue is from content and 20% from hardware.

    Speaking of hardware, this generation is kind of odd. Series S/X are approaching 3 years since launch this fall. Instead of a price drop, MS just increased price in many countries.
     
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    Chris FOM

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  • #4
    The 360 lasted 8 years, the PS3 lasted 7, and both the XB1 and PS4 lasted 7 years before their successors launched. The shortest lifespan a console with a successor (as opposed to being discontinued and the manufacturer exiting the market) ever had was the original Xbox which was 4 years. Generations have also been getting longer as costs have risen and the pace of improvements have slowed. There’s the possibility of another mid-cycle revision like the XB1X or PS4 Pro, but I’d be shocked if we saw a PS6/Xbox Whatever before 2027 and later still wouldn’t surprise me.
     
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    Echohead2

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  • #5
    Chris FOM said:
    The 360 lasted 8 years, the PS3 lasted 7, and both the XB1 and PS4 lasted 7 years before their successors launched. The shortest lifespan a console with a successor (as opposed to being discontinued and the manufacturer exiting the market) ever had was the original Xbox which was 4 years. Generations have also been getting longer as costs have risen and the pace of improvements have slowed. There’s the possibility of another mid-cycle revision like the XB1X or PS4 Pro, but I’d be shocked if we saw a PS6/Xbox Whatever before 2027 and later still wouldn’t surprise me.
    Click to expand...
    I guess the slowing down of improvements included cost reductions (And COVID might have some role to play). I guess they aren't doing die shrinks every other day like they did in the early 2000s, huh? :)
     
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    md5crypto

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  • #10
    wco81 said:
    Have they resumed hiring after the job cuts or still holding or even cutting employment levels in case of recession?

    Doesn't seem like they're in any kind of financial pressure, if they're about to complete a $70 billion acquisition.
    Click to expand...
    For all the hype about the 2022-2023 layoffs, BigN headcounts are all still higher than March 2020. So basically a lot of hullabaloo about nothing.
     
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    md5crypto

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  • #14
    I know that the Windows Phone thing has been done to death, but I wanted to weigh in on one thing. Not only they were late to market with the first devices - Nov 2010, but the UX was all wrong. That carousel UI might have been ok on a tablet, but on a narrow phone screen it was terrible. On a phone you want the navigation bar to show all the elements at once, that's just basic UX 101. I don't understand how the Windows UI designers failed to understand that.

    Also the Live Tiles are a good idea in theory. However not too many use-cases for it. Weather, News, Music, Stock ticker. The problem is you want those to be larger tiles and you end up having to swipe around the home screen which can be tedious. Not that Apple or anyone else has solved this problem, but Microsoft definitely did not do enough to sell people on the concept.
     
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    Horatio

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  • #16
    md5crypto said:
    That carousel UI might have been ok on a tablet, but on a narrow phone screen it was terrible. On a phone you want the navigation bar to show all the elements at once, that's just basic UX 101. I don't understand how the Windows UI designers failed to understand that.
    Click to expand...
    Could you demonstrate visually what you're talking about?
     
    CommanderJameson

    CommanderJameson

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  • #18
    YoHo said:
    I don't agree with either of you. The windows phone 8.1 interface was the best. and yeah, I just don't know what the OP is trying to say here.
    I still miss the UI of windows phone. I TOLERATE Android. I cannot stand iOS.
    Click to expand...
    Same, but it’s Android I cannot stand. I don’t mind iOS.

    But yes. WP is the UI I pine for.
     
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    wrylachlan

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  • #20
    Horatio said:
    Controversial take: The WP 10 UI is still the best of the phone UIs in 2023.
    Click to expand...
    Uggghhh…

    No thanks. I get that there’s a hardcore contingent that the WP UI really spoke to, but I’m just not one of them. I appreciate the conceptual clarity of “home screen is where your app icons are”, “icons launch apps” and “apps are bundles of functionality”.

    The tiled interface was just a conceptual mess to me.
     
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