Microsoft has seen two years’ worth of digital transformation in just two
months of its third quarter (January-March period), said Microsoft CEO Satya
Nadella during an earnings call on Wednesday.
and profit expectations, powered by sharp demand for its Teams chat and online
meeting app and Xbox gaming services as the world shifted to working and
playing from home because of the novel coronavirus pandemic.
customer service to critical cloud infrastructure and security, we are working
alongside customers every day to help them stay open for business in a world of
remote everything,” said Nadella.
they need a comprehensive solution that brings together communications,
collaboration and business process, built on a foundation of security and
across Microsoft 365. Office 365 now has 258 million paid seats. Usage of
Windows virtual desktop tripled this quarter as organizations deploy virtual
desktops and apps on Azure to enable secure remote work,’ informed Nadella.
than 39 million subscribers.
active devices, up 30 per cent year-over-year, and we are seeing demand for
Windows 10 PCs from small screens to large screens to dual screens,” the
Microsoft CEO added.
remotely on Microsoft-owned open source repository GitHub to build the world’s
software. ‘As of today, we have 50 million developers on GitHub,’ said Nadella.
projects from tracking the spread of Covid-19 to implementing contact tracing
to helping expand access to personal protective equipment.
making core features free for the first time for teams of any size,’ he added.
creating economic opportunity for every member of the global workforce has
never been more acute, according to Microsoft.
professionals go to connect, learn new skills and find new opportunities,
contributing to record levels of engagement across the platform in Q3,’ said
content on LinkedIn Learning in March, a nearly 50 per cent increase
broadcast video content to their networks in real time. Streams are up 158 per
cent since February,’ he informed.
its third quarter, with nearly 19 million active users of Xbox Live, led by the
strength on and off-console.
subscribers, and we are seeing increased monetisation of in-game content and
services. And our Project xCloud gaming service now has hundreds of thousands
of users in preview across 7 countries, with 8 more launching in the coming
weeks,” Nadella added.
analysts believe that the company also missed opportunities where demand is
huge. Moor Insights & Strategy analyst Patrick Moorhead said, “The
biggest missed opportunity was in Surface; the channel inventory was depleted,
and supply chain constraints reduced finished goods output. I believe the
company could have easily sold 15-20% more if available.”