Witness also the swift obsolescence of non-smartphones.
Microsoft‘s money pit is not nearly as nasty as it used to be!
This quarter it reported a $262 million loss. For most companies this would be terrifying. For Microsoft, it’s good news. It means Microsoft’s online division is getting much better.
The last time Microsoft’s online operation looked like this was five years ago.
Microsoft’s head of investor relations noted in a call with us that revenue was up 18% on a year-over-year basis, with online advertising growing 22%.
We asked when this loss would be zero. He dodged the question saying Microsoft will continue to be responsible, but it might have to make investments in cloud and service infrastructure.
There are two pieces of good news for Microsoft out this morning.
The first is that, hello, Microsoft stock is up 8% so far this year.
The second is that Nokia reported decent sales of its Lumia smartphones, which are powered by Microsoft Windows Phone 8.
Nokia reported Lumia sales of 5.6 million units last quarter – right in line with estimates.
Asymco analyst Horace Dediu made a chart showing that, thanks to the Windows Phones, Nokia smartphone sales may have finally “bottomed” after years of decline.
A new study [pdf] by the Internet Advertising Bureau (IAB) and Nielsen, supported financially by Microsoft Advertising and Yahoo, argues that shifting ad budgets from TV to online video can enhance campaign reach at lower cost. The study examined 18 real TV schedules across key advertiser verticals, finding that a 15% reallocation of TV-only budgets [...]
Few would doubt that 2012 was Android’s year given how rapidly it grew, but it’s good to have some context. IDC is more than willing to oblige. It estimates that Google’s OS climbed from 49.2 percent of the smartphone space in 2011 to 68.8 percent in 2012. As we’ve seen in the past, though, most of that came from customers leaving embattled platforms, including a pre-BB10 BlackBerry and Symbian. Apple reportedly held its ground at 18.8 percent, while Microsoft appears to have turned a corner with Windows Phone by climbing back up to 2.5 percent.
The fourth quarter results paint a slightly different picture. Android still had a comfortable 70.1 percent of share in IDC’s reckoning, but it took a hit from 75 percent in the third quarter — similar to what we’ve seen elsewhere, the iPhone 5 launch helped iOS claw back enough share to hit 21 percent. BlackBerry and Windows Phone weren’t quite so rosy, although they also didn’t have full quarters with new devices to offer. We’ll have to wait for the first quarter of 2013 to finish before we learn of any true shakeups in the status quo.
Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.
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