Cloud Computing, Gaming and Laptops Drive Microsoft Sales

Microsoft reported its fiscal Q2 net income rose 30+ percent to $15.5 billion, the result of COVID-19-driven remote working, increased video game playing and cloud computing. The company has also seen increased sales of its Surface laptops, which facilitate remote working and learning. Chief executive Satya Nadella has prioritized Microsoft Teams workplace-collaboration software, dubbing this last year as “the dawn of a second wave of digital transformation sweeping every company and every industry.” Continue reading Cloud Computing, Gaming and Laptops Drive Microsoft Sales

Dell Unveils 40-Inch Curved 5K Monitor, Other Hi-Res Displays

Dell is unveiling its new 40-inch ultrawide curved WUHD monitor, as one of its range of refreshed UltraSharp monitors, just days before the beginning of CES 2021. According to Dell, the UltraSharp 40, which is priced starting at $2,100, has 35 percent more “on-screen space” than a 32-inch 4K 16:9 screen. The company is dubbing it the world’s first 40-inch, curved ultrawide WUHD 5K2K monitor, based on publicly available data. Another new UltraSharp product is the UltraSharp 38 Curved USB-C monitor, starting at $1,500. Continue reading Dell Unveils 40-Inch Curved 5K Monitor, Other Hi-Res Displays

Salesforce to Purchase Slack Technologies for $27.7 Billion

Salesforce.com inked a $27.7 billion cash-and-stock deal to buy Slack Technologies. The purchase, double any other Salesforce acquisition, positions the company to compete with Microsoft and Alphabet. Salesforce chief executive Marc Benioff pioneered software subscriptions running on remote servers, which evolved into tech tools for businesses. Slack Technologies chief executive Stewart Butterfield pioneered online collaboration tools as an alternative to email but, when COVID-19 hit, Slack was slow to pick up video tools. Continue reading Salesforce to Purchase Slack Technologies for $27.7 Billion

Microsoft Q1 Revenues Rise in Part Due to Azure Cloud Unit

Microsoft’s sales rose 12 percent to $37.2 billion, with a net profit of $13.9 billion for Q1 of its fiscal year, exceeding Wall Street expectations. Its cloud unit Azure’s revenue jumped 48 percent from the same quarter last year, driving the quarter’s results, said chief financial officer Amy Hood. Much of the dramatic leap in Azure’s use can be attributed to online demands created by the COVID-19 pandemic. Likewise, the company’s gaming content business showed a 30 percent increase in sales from last year. Continue reading Microsoft Q1 Revenues Rise in Part Due to Azure Cloud Unit

Zoom Debuts End-to-End Encryption for Free User Accounts

At its annual Zoomtopia event, Zoom announced the debut of end-to-end encryption (E2EE) for free accounts in four stages. The first phase, which launches next week, will be a 30-day technical preview to gather feedback. Chief executive Eric Yuan stated the company will improve its integration of “office chatroom products” from Slack Technologies and Microsoft and also introduced its Zapps platform that allows users to bring third-party apps into video calls and a new integrated platform for classes and events. Continue reading Zoom Debuts End-to-End Encryption for Free User Accounts

Microsoft Inks Deal with OpenAI for Exclusive GPT-3 License

Microsoft struck a deal with AI startup OpenAI to be the exclusive licensee of language comprehension model GPT-3. According to Microsoft EVP Kevin Scott, the deal is an “incredible opportunity to expand our Azure-powered AI platform in a way that democratizes AI technology.” Among potential uses are “aiding human creativity and ingenuity in areas like writing and composition, describing and summarizing large blocks of long-form data (including code), converting natural language to another language.” Continue reading Microsoft Inks Deal with OpenAI for Exclusive GPT-3 License

Advertising Opportunities Emerge for Mobile During Pandemic

App Annie reported that, in the first half of 2020, users spent 1.6 trillion hours on mobile devices, a big leap from the same period in 2019. App Annie market insights director Amir Ghodrati stated that, even if millions of people are out of work, it’s crucial for brands and companies to advertise on mobile devices, to acquire new users and enable them to set up new app habits. According to App Annie, psychologists say it takes an average of 66 days to form a habit. As the coronavirus pandemic continues, those habits are solidifying. Continue reading Advertising Opportunities Emerge for Mobile During Pandemic

Microsoft Cloud Service Revenues Skyrocket Past $50 Billion

Microsoft reported that sales rose 13 percent to $38 billion in its fiscal Q4, for a net profit of $11.2 billion. Largely due to continued demand for its Azure cloud-computing services, both figures exceeded Wall Street expectations. Microsoft’s revenue from the commercial cloud division “surpassed $50 billion for the first time ever in the latest fiscal year.” The company is also the target of a complaint Slack filed with the European Commission, accusing it of using its market power to crush rivals. Continue reading Microsoft Cloud Service Revenues Skyrocket Past $50 Billion

Zoom Intros Its First Collaboration Device for the Home Office

The coronavirus pandemic will likely require people to continue to work remotely and Zoom Video Communications has responded with Zoom for Home, a new line of professional videoconferencing devices for those working from home. The first product, manufactured with DTEN and available next month, includes a 27-inch touchscreen with three wide-angle cameras and eight microphones, for improved video and audio. Zoom chief product officer Oded Gal noted that people on Zoom meetings all day long “prefer not to use a laptop for all these meetings.” Continue reading Zoom Intros Its First Collaboration Device for the Home Office

Microsoft Introduces Teams Updates to Reduce User Fatigue

As COVID-19 keeps schools and businesses shut down, Microsoft has unveiled updates for its video communication platform Teams to help online meeting participants feel more connected. One such feature is Together Mode, which lets participants set the call to a shared background image so everyone feels a bit more like they’re sitting in the same room. The genesis of the feature came when Stanford University professor Jeremy Bailenson realized how fatiguing videoconferences could be, and contacted his friend, Microsoft Research scientist Jaron Lanier. Teams is also adding emoji, video filters, and integration of Tasks and Cortana. Continue reading Microsoft Introduces Teams Updates to Reduce User Fatigue

Microsoft Closes Mixer and Partners with Facebook Gaming

Less than a year ago, Microsoft’s Xbox unit signed two very popular streamers to its Mixer video game streaming platform: Ninja (Tyler Blevins) and Michael “Shroud” Grzesiek. But their presence didn’t build the huge global fan base for Mixer that Microsoft hoped for. It’s therefore no surprise that Microsoft is shuttering Mixer, but more surprising, perhaps, that it will partner with Facebook on its xCloud mobile game service. From July 22, visitors to Mixer will be diverted to Facebook Gaming. Continue reading Microsoft Closes Mixer and Partners with Facebook Gaming

Microsoft Teams Faces Videoconferencing Rivals Zoom, Slack

Zoom Video Communications skyrocketed when the coronavirus pandemic necessitated remote working and learning. But Microsoft doubled down on creating competitive features for Microsoft Teams, and then promoting its videoconferencing and collaboration software to companies and organizations in need. When Zoom was temporarily sidelined by security issues, Microsoft saw its opportunity to step in. In New York City’s school district, for example, Microsoft established 110,000+ Teams while Zoom usage was on pause. Continue reading Microsoft Teams Faces Videoconferencing Rivals Zoom, Slack

Microsoft Planning for Teams to Become Ubiquitous Platform

Microsoft 365 corporate vice president Jeff Teper wants Microsoft Teams — the company’s fastest growing business app — to overtake Windows, currently on 1+ billion active devices. With the COVID-19 pandemic, Microsoft Teams is experiencing significant growth, with 75 million daily active users as of April 29, a 70 percent leap in six weeks. In April, 200+ million participants used Teams in a single day. Meanwhile, Microsoft is still promoting Skype, which in March passed 40 million daily active users (up 70 percent from the previous year), but for a different customer base. Continue reading Microsoft Planning for Teams to Become Ubiquitous Platform

Executive Spotlight: Interview with Bluescape’s Peter Jackson

Peter Jackson is the CEO of Bluescape, the leading visual work platform. He is a serial entrepreneur and advisor with a broad and deep knowledge of technology, business and financial markets. Prior to Bluescape, Jackson co-founded Ziploop Inc. (acquired by Snipp Interactive in October 2017), served on the boards of Eventbrite, DocuSign and Kanjoya; took Intraware to IPO, and was president/COO of DataFlex following its acquisition of Granite Systems, among other achievements. Recently I had the opportunity to speak with Jackson about the impact of the COVID-19 pandemic on Bluescape and the services it deploys to the media & entertainment space. Continue reading Executive Spotlight: Interview with Bluescape’s Peter Jackson

Cloud Services Experience Record Revenue, Slowing Growth

According to Canalys, by the end of Q1 2020, companies spent a record $31 billion on cloud infrastructure, 34.5 percent growth from $23.1 billion for Q1 2019. Despite increased spending, however, the growth trajectory is slowing: Q1 2019 showed a 39.3 percent year-on-year (YoY) increase and Q4 2019 a 37.2 percent year-on-year increase. Cloud spending therefore grew only 2.6 percent or $800 million quarter-on-quarter by end of March 2020. Canalys attributes growth to the shift to remote working during the pandemic. Continue reading Cloud Services Experience Record Revenue, Slowing Growth