Microsoft: Pivoting to a Communications-Centric Business
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Microsoft faces the post-monopoly era, having had to write off its $8bn adventure in mobile and cope with significant disruption across the piece. Collaboration and communications are key to its new strategy, leading to significant implications for telcos and others.
Description
Format: PDF filePages: 19 pagesCharts: 12Author: Alexander HarrowellPublication Date: September 2015
Table of Contents
- Introduction
- Executive Summary
- From Monopoly to Disruption
- The push into mobile fails…but what about the cloud?
- Changing Platforms: from Windows to Office
- The Skype Acquisition: a missed opportunity?
- Skype for Business and Office 365: the new platform
- The rise of the consumer cloud
- Bing may just about be breaking even…but the real story here is consumer cloud
- Scaling out in the cloud
- Conclusions: towards a communications-centric Microsoft
Table of Figures
- Figure 1: MS revenue is growing steadily but margin erosion undermines it
- Figure 2: The inflection point in 2010
- Figure 3: Revenue by product category at Microsoft, last 2 years
- Figure 4: Cloud and the Enterprise drive profitability at Microsoft
- Figure 5: Cloud is the driver of growth at Microsoft
- Figure 6: Internally-developed hardware and cloud services are improving their margins
- Figure 7: The Nokia Devices & Services business slides into loss
- Figure 8: In 2011, an unifying API appeared critical for Skype’s future within Microsoft
- Figure 9: Cloud is now over $8bn a year in revenue
- Figure 10: Spot the deliberate mistake. No mention of Bing’s profitability or otherwise
- Figure 11: Bing was a money pit for years, but may have begun to improve
- Figure 12: The app store and consumer cloud businesses are performing superbly
Technologies and industry terms referenced include: Technologies and industry terms referenced include: apple, Bing, business models, google, Internet of Things, microsoft, Strategy, Tablets, Telco 2.0, Telecom
