Both revenue and EPS. Growth is back at softy.
Also windows phone is grabbing 16% in poland, 14% in italy is eye opening.
Yammer is groing 300%
Skype is now 1/3rd of world international calls
Office365 Red Cross, DOD wins are solid
Great business at Dell. Conf. call will giv more ligght to PC, WIndows8, Win8 Tablet sales
Microsoft Skype Unit Approaching $2 Billion in Annual Sales
By Dina Bass - Feb 19, 2013 10:31 AM PT.
Microsoft Corp.’s Skype unit, which includes Lync software for corporate instant messaging and Internet calling, is approaching $2 billion in annual sales.
The division is getting close to the size of Microsoft’s SharePoint business, which focuses on tools that help employees collaborate, according to Giovanni Mezgec, a general manager in the Skype division. SharePoint will bring in more than $2 billion in revenue for the current fiscal year, Microsoft said in November.
Microsoft, based in Redmond, Washington, has 5 million users for Lync, its Internet-calling product for companies. That’s up from 3 million 14 months ago, Mezgec said. Microsoft wants to sell more Lync software to corporations to catch up with Cisco Systems Inc. in the market for Internet telephony and communications, which Forrester Research Inc. predicts will be worth $14.5 billion in 2015.
Microsoft, the world’s largest software maker, paid $8.5 billion to buy Skype in 2011 to add the most popular Web-calling service, targeted at consumers. Skype had about $800 million in sales when Microsoft acquired the company.
Of the 100 largest companies, by Fortune magazine’s ranking, 90 are Lync customers, Mezgec said.
By June, Lync users will be able to connect to Skype for telephony, instant messaging, and to see whether contacts are online, according to a blog post by Skype President Tony Bates, who is speaking today at a Lync conference in San Diego.
Mobile versions of Lync for Microsoft’s Windows Phone and Apple Inc.’s iOS will be available early next month. An application for Google Inc.’s Android smartphones is planned for a month later, Bates said.
instutions have to load up soon, don't you agree?
Man this is one hot product. A real iPad Killer
Few great things that I see
1. Skype is grwing 45% per year and now hs 1/3rd of international phone maret.
2. Xbox is recording year over year growth in Janury and is still leading gaming
3. Texas signed office365 fo2 100,000 employees
4 Surface Pro is top seller beating iPad at Best buy
5.Windows phone is fastest growing phone platform now number 3.
6.Windows division fofist time showing solid turnaround
This thing is a monster. 130Million tablets will be sold ths year. All MSFT needs is to grab 20%market share of the tablet markt it can have 26Billion or the largest Micrsoft business by segment. They just needto sell about a million a month. They can do it.
That would be big positive
Finally MSFT has a winner in its hands. That plus massive tsunami of corporate windows7 rollout going on (due to XP support expiging soon) is what will drive MSFT in 2013
Surface Pro is a monstor success. MS stores, BBY, Staples reporting consumers grabbing them moment they show up on shevles
A new batch of Surface Pro seem to sold out with people rushing to buy up as quickly they get restocked.
Runs all legacy x86 apps including Powerpoint, Excel, Word, Quickbooks and more
Has an Intel Core i5
High security on the enterprise network
Hopefully he talks about the plans to fulfill shortage of Surface Pro in addn to the "Great" and "Amazing" demand for Surface Pro that MSFT keeps talking to
Wt dyou guys think?
The lowest estimate for Best Buy and Staples physical stores is about 22,000 units. Microsoft physcial Stores about 30,000 units. Then you factor the online sales at MS online, Best buy online and Staples online. About 100,000 units or 100Million. Also MS store and Best Buy reps says pre-demand is increadible for upcoming shelf replenishement expected later this week. I think MSFT has a clear winner here. THe potential is huge. Out of the 524 Million PCs and tablets sold this year Surface can grab 10% market share if MS can meet demand with supply. Imaging the impact. 52Million Surface pro is 52Billion in revenue and over20Billion in additional profits.