1. jordanzhninja's Avatar
    9.3 million Lumias
    $908 million for the Surface Pro 3
    $23.20B in revenue

    Well done MS, keep it up!

    in other news, amazon decked it
    10-23-2014 04:16 PM
  2. OwenDL's Avatar
    (out of touch here)

    What'd Amazon do?
    10-23-2014 06:11 PM
  3. JamesDax's Avatar
    Listening to some folks on this forum you'd think MS was doomed.
    Darthbobcat likes this.
    10-23-2014 06:18 PM
  4. Darthbobcat's Avatar
    Lost almost a dollar per share, that's what Amazon did!
    10-23-2014 08:08 PM
  5. several potatos's Avatar
    The Fire Phone was such a disaster.
    10-23-2014 08:35 PM
  6. Blkacesvf41's Avatar
    The Fire Phone was such a disaster.
    Sure would like to know how many of those units they actually moved.
    10-23-2014 08:39 PM
  7. Cleavitt76's Avatar
    Lost almost a dollar per share, that's what Amazon did!
    In fairness, Amazon's share price is ~$300 so $1 per share is relatively small compared to a company that has a $10 share price. It's all relative. Anyway, it's still Amazon's biggest loss ever. They probably need to refocus their efforts for a while and stop investing in so many directions at once.
    10-23-2014 08:43 PM
  8. rodan01's Avatar
    9.3 million Lumias
    $908 million for the Surface Pro 3
    $23.20B in revenue

    Well done MS, keep it up!

    in other news, amazon decked it
    IMO, the smartphone sales were weak. With that volume the market share will be just over 3% in Q3. And probably those 9.3 million Lumias include 1 million Nokia X devices.

    The Surface Pro sales improved, but I don't think they're making money adding all the costs. With Windows 10 which sucks in hybrid devices and the iPad Pro, sales will tank again in 2015.

    The server software is doing great, sales increased 10%, even though the cloud is growing much faster than expected, 128%.


    This is the relative importance of the segments by gross margin:

    Windows, Office for consumers: 26%
    Hardware (Xbox, Surface): 3%
    Phone Hardware: 3%
    MSN, Bing, App Stores, Office 365 home: 2%
    Enterprise software: 61%
    Cloud and Enterprise services: 5%

    Windows, Office, Enterprise software and Cloud Services, together, represent: 92% of the gross margin.
    The consumer products are just a distraction for Microsoft. They should axe Xbox, Bing, phones, tablets, and embrace iOS and Android as the mobile platforms to distribute their lucrative enterprise services.
    smoledman likes this.
    10-23-2014 10:29 PM
  9. theefman's Avatar
    The consumer products are just a distraction for Microsoft. They should axe Xbox, Bing, phones, tablets, and embrace iOS and Android as the mobile platforms to distribute their lucrative enterprise services.
    So I guess this is the real reason behind your doom and gloom posts about Windows 10 and now you've added speculation about sales numbers which explicitly state LUMIA sales and not nokia x devices. Starting to make sense now.....
    10-23-2014 10:51 PM
  10. Darthbobcat's Avatar
    Visa vis Amazon:

    Being more of a "value investor" mindset than a "momentum investor" mindset, that just tells me the following:

    "For every dollar that Amazon lost last quarter, an investor pays 300 dollars on the open market for their share of that negative profit." Rounding, of course.

    A negative P/E is worrisome. A negative P/E on a company priced as though it were the most profitable company EVER that will be profitable FOREVER is SUPER worrisome.
    10-23-2014 11:06 PM
  11. Darthbobcat's Avatar
    Sure would like to know how many of those units they actually moved.
    One estimate was about 53,000 in the first month.
    10-23-2014 11:08 PM
  12. smoledman's Avatar
    Surface may be a bit player right now, but with Office/Windows revenue falling quarter after quarter that is a potential savior.
    10-24-2014 01:57 AM
  13. smoledman's Avatar
    One estimate was about 53,000 in the first month.
    You mean in May to June? I'm pretty sure they've sold 700-750K of these by now.
    10-24-2014 01:58 AM
  14. JamesDax's Avatar
    they should axe xbox, bing, phones, tablets, and embrace ios and android as the mobile platforms to distribute their lucrative enterprise services.
    rotflmao!!!
    10-24-2014 07:46 AM
  15. Wall-SWE's Avatar
    IMO, the smartphone sales were weak. With that volume the market share will be just over 3% in Q3. And probably those 9.3 million Lumias include 1 million Nokia X devices.

    The Surface Pro sales improved, but I don't think they're making money adding all the costs. With Windows 10 which sucks in hybrid devices and the iPad Pro, sales will tank again in 2015.

    The server software is doing great, sales increased 10%, even though the cloud is growing much faster than expected, 128%.


    This is the relative importance of the segments by gross margin:

    Windows, Office for consumers: 26%
    Hardware (Xbox, Surface): 3%
    Phone Hardware: 3%
    MSN, Bing, App Stores, Office 365 home: 2%
    Enterprise software: 61%
    Cloud and Enterprise services: 5%

    Windows, Office, Enterprise software and Cloud Services, together, represent: 92% of the gross margin.
    The consumer products are just a distraction for Microsoft. They should axe Xbox, Bing, phones, tablets, and embrace iOS and Android as the mobile platforms to distribute their lucrative enterprise services.
    Haha. You are delusional. And iPad pro would flop if apple released it, it wont happen, people have talked about the iPad pro for 5 years now, but where is it?
    10-24-2014 06:42 PM
  16. LumiaWorld's Avatar
    Lol it's 9.3 million Lumias AND 42.9 million non-Lumia devices (X, Asha, S40 feature phones)
    10-24-2014 06:58 PM
  17. Paul Verizzo's Avatar
    Was going to start a thread on this, but I don't need to now.

    Per latest business info today, the decision by MS to buy Nokia is hugely successful, even after the cost of purchase. As everyone's PC sales lag, the phone business is becoming more crucial.

    If you want WP to survive, the purchase was a great move.
    LumiaWorld, TgeekB and OwenDL like this.
    10-24-2014 07:28 PM
  18. pjs37's Avatar
    Haha. You are delusional. And iPad pro would flop if apple released it, it wont happen, people have talked about the iPad pro for 5 years now, but where is it?
    Next to the vaunted Apple HDTV with Voice Control
    10-30-2014 05:39 PM
  19. kwright62's Avatar
    While it doesn't make sense to keep the hardware business at this point I believe that it soon will.
    10-30-2014 10:08 PM

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