Windows goes from cornerstone to just another building block for Microsoft in latest 10-K report

[Karlston]

Windows goes from cornerstone to just another building block for Microsoft in latest 10-K report

Microsoft signified its expansion beyond the flagship operating system, after making a subtle change to their 2019 Form 10-K report; in which a longstanding reference that described Windows 10 as “the cornerstone” of its ambition to make computing more personal, has been removed.

Windows 10 is the cornerstone of our ambition, providing a foundation for the secure, modern workplace, and designed to foster innovation through rich and consistent experiences across the range of existing devices and entirely new device categories

The report was made public on Thursday in a U.S. Securities and Exchange Commission filing, and now includes language that more broadly describes the context of Windows:

We strive to make computing more personal by putting users at the core of the experience, enabling them to interact with technology in more intuitive, engaging, and dynamic ways. In support of this, we are bringing Office, Windows, and devices together for an enhanced and more cohesive customer experience.

 

Windows 10 continues to gain traction in the enterprise as the most secure and productive operating system. It empowers people with AI-first interfaces ranging from voice-activated commands through Cortana, inking, immersive 3D content storytelling, and mixed reality experiences. Windows also plays a critical role in fueling our cloud business and Microsoft 365 strategy, and it powers the growing range of devices on the “intelligent edge.” Our ambition for Windows 10 monetization opportunities includes gaming, services, subscriptions, and search advertising.

While Windows is used by hundreds of millions of people around the world, it’s no longer the company’s primary growth engine.

 

 

The annual filing includes a breakdown of Microsoft revenue by major product lines, which is different from the broader divisional results from the company’s quarterly earnings results.

 

Last year, there was a major reorganisation of Windows engineering teams, in order to put greater emphasis on cloud computing.  Microsoft’s server and cloud services business grew by 24% to $32 billion, and for the first time, overtaking Office to become Microsoft’s largest product line by revenue.

 

Microsoft predicted that their Windows OS would be on 1 billion devices within a couple of years.  The number turned out to be 800 million, and though revenue gain was only 4% in 2019, the business is still worth a generous $20.4 billion for the year.

 

Hopefully, despite the downgrade, Microsoft will still see fit to invest in the last major public-facing business.

 

 

 

Source: Windows goes from cornerstone to just another building block for Microsoft in latest 10-K report  (MSPoweruser)

[steven36]

PC shipments  fell   for 7 years in a row now

https://www.theverge.com/2017/1/12/14250946/pc-shipments-gartner-idc-2016

https://www.gartner.com/en/newsroom/press-releases/2018-01-11-gartner-says-worldwide-pc-shipments-declined-2-percent-in-4q17-and-28-percent-for-the-year

https://www.gartner.com/en/newsroom/press-releases/2019-01-10-gartner-says-worldwide-pc-shipments-declined-4-3-perc

 

1st quarter 2019 it fell  another 4.6 %

https://www.gartner.com/en/newsroom/press-releases/2019-04-10-gartner-says-worldwide-pc-shipments-declined-4-6-perc

 

 2nd quarter it only gain back 1.5%

https://www.gartner.com/en/newsroom/press-releases/2019-07-11-gartner-says-worldwide-pc-shipments-grew-1point5percent-in-second-quarter-of-2019

 

So any news about Windows gaining  any ground is just Hype  because they still way in the hole

 

Gartner: Device shipments set to drop in 2019

https://www.gartner.com/en/newsroom/press-releases/2019-07-17-gartner-says-global-device-shipments-will-decline-3--

 

While worldwide PC shipments totaled 63 million units and grew 1.5% in the second quarter of 2019, there is still uncertainty for PC demand in 2019. PC shipments are estimated to total 257 million units in 2019, a 1% decline from 2018. “The ongoing trade dispute between the U.S. and China — and potential imposition of tariffs – are likely to impact the PC market this year.”

 

If they PC industry don't hurry up and grow Windows 10 upgrade will be done come and went without any real growth

 

It peaked  at  365 million shipments  in 2011 when 1st time they claimed XP was going run out of updates and got 2 more years and never gain it back . Windows XP ran out of  updates with no gains.  257 million  new PCs they predict for 2019  is no were near what they peaked out at  in 2011 . Were they messed up they made Windows 10  free the 1st year  and put ads and crap in it .So i no longer use Windows  10 , even Windows 8.1 is gaining ground  . If they wouldn't of done that PC market would of really came back again.

 

2011 was the last year i posted  software on warez boards  as well , i lost interest in Windows and only worried about updating  the stuff i used , When windows 10  came out in 2015 was the year i started using Linux and now ive hardly used Windows at all in years . Stuff bores me easy.. they sabotaged the PC industry doing the same thing Apple is trying to do , move to being a services company . there is no money in Hardware no more  because nothing ground breaking has came out since the smartphone.     

 

You had the real inventors of stuff  they all gone  now and done got rich , now  you have these CEOs  today that  are just trying to reinvent the Wheel . like messing with the start menu in windows 10 that been out every since Windows 95 update they had a good one tell they removed it in Windows 8. New code base will never be good as old  code base unless it's new tech something we don't have yet.