Last March, Microsoft announced that it had achieved its long-standing goal: Windows 10 had one billion active devices per month. A little more than one after, on April 27, 2021, the Redmond firm claims that Windows 10 is now installed on 1.3 billion active devices.
The Covid-19 pandemic largely explains the growth in this figure over the past year. Indeed, the sales of PCs increased during the health crisis, the teleworkers needing to equip themselves.
Windows benefited from the surge in demand for PCs
In detail, Microsoft revealed on a third-quarter earnings conference call that the surge in demand for PCs brought it up to $ 41.7 billion in quarterly revenue. Amy Hood, CFO, says the PC market is exceptionally strong, despite the chip shortage. Xbox consoles, meanwhile, are more negatively affected than PCs by this shortage, according to Microsoft.
Regarding Surface, revenue was $ 1.5 billion for the quarter, up 12% from the previous quarter. However, this increase is not up to Microsoft’s expectations, due to some “execution challenges” that have not been publicly explained, in the words of the CFO.
Windows OEM product earnings increased 10% in the quarter, driven largely by consumer PC demand. Windows OEM Pro revenue was down 2% compared to the very good quarter a year earlier, which benefited from the end of support for Windows 7. For this quarter, Windows OEM non Pro product results still increased by 44% compared to the previous quarter.
Teams now has 145 million daily active users
As for Teams, Microsoft’s collaboration platform, it now has 145 million daily users, up from the 115 million announced in October 2020. As of April, Microsoft Teams had 75 million daily active users. According to Microsoft, the platform’s rapid growth has also been fueled by the health crisis.
Microsoft vice president Jeff Teper tweeted the new number:
Teams is part of Microsoft’s “Commercial cloud” category, and so its revenues flow into commercial office products and cloud services. Teams was originally a group chat platform, but over time Microsoft has transformed it into an operating system-like product, expanding its capabilities and functionality.
Dynamics 365 and Microsoft 365
Microsoft announced in February that it was adding more integrations between Teams and Dynamics 365 – as well as other of its services.
At the same time, Microsoft announced that Dynamics 365 revenue growth increased 45% from the previous year quarter.
Regarding the other products of the technological giant, Microsoft 365 now has 300 million paying users, and 50 million active users. According to what officials are reporting to us, Microsoft 365 brought in $ 20 billion in revenue for fiscal 2020.
Source: .com [1,2]