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Technology Stocks : Microsoft: The Devices and Consumer Segment
MSFT 401.72-1.6%Sep 6 3:52 PM EDT

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From: Eric L10/25/2014 10:32:45 AM
1 Recommendation   of 154
 
Microsoft Devices (Lumias & Surface tablets) in CQ3 2014 ...

"Sales of its Lumia smartphones hit 9.3 million in the first full quarter since the close of the Nokia deal. Sales of the Surface tablet more than doubled to $908 million from $400 million in the year-ago quarter." - Reuters on Microsoft Q3 -

Microsoft Devices and Consumer revenue grew 47% to $10.96 billion, while Commercial revenue grew 10% to $12.28 billion.



allaboutwindowsphone.com

It's results time again, with an interesting couple of statistics coming from Microsoft's (effective) Q3 financials - it seems (according to Reuters) that 9.3 million Lumia smartphones were sold in the period, a slight increase year on year from Nokia's 8.8 figure in the same quarter last year.

With the sale of Nokia to Microsoft in the intervening year and the disruption that this inevitably caused, the rise in sales is reassuring. In fact, Microsoft generally had a very good quarter. Devices and Consumer revenue grew 47% to $10.96 billion, while Commercial revenue grew 10% to $12.28 billion.

9.3 million Lumias in a quarter (plus, no doubt a million or two from other licensees, including the new ones, a contribution which will only grow and grow) should be put in context against typical Apple iPhone sales of 30 million or so (i.e. only a third as many as iPhone shipments) and typical Samsung Android sales of up to a hundred million per quarter. Worldwide smartphone market share for Windows Phone is still somewhere between 3 and 6% (depending on how you define 'smart', as always), though of course higher, up well over 10% in some markets. Still, Windows Phone is very much still in the game, especially with the Windows 10 thrust/unification happening over the next 12 months [see Below]. ###

>> The next-gen version of Windows Phone to be called "Windows 10"

Steve Litchfield
AAWP
September 30th 2014

allaboutwindowsphone.com

In an event in the USA today, Microsoft announced the name and desktop features of its next-gen version of Windows, to be dubbed 'Windows 10', and the version that nominally integrates phone, tablet and laptop/desktop in one platform. According to Microsoft, Windows 10 will encompass "one product family, one platform, one store." So, in theory, come the end of 2015, we could be used to talking about Windows 10 on our smartphones.



Details are still very sketchy, and the requirements for Windows 10 are likely to be such that very little 2014 phone hardware will be upgradable. So it's not something most of us will have to worry about in the short term.

Will the software on our phones really be the full 'Windows 10'? Obviously not, Joe Belfiore confirmed that there won't be a 'desktop' in the phone interface (thankfully), and my bet is that the build for smartphones will be an evolution of what we have today, but with even more in common with the desktop in terms of compatibility/universal applications, and so on.

What's next for the 2012/2013 Snapdragon S4-powered phones like the Lumia 920/925/1020? Maybe one more major OS update, WP 8.1 Update 1, maybe Update 2 in the Spring? But probably no more than this. It's possible that Snapdragon 800-powered phones like the Lumia 1520 and 930 might get a sniff of Windows 10, but at this stage it seems unlikely.... and a long way off! ###

- Eric L. -
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