Wall Road analysts,
Microsoft Office Ultimate 2007, the media as well as other armchair pundits are complete of guidance for Microsoft CEO Steve Ballmer. We;re fast to advise him to tweak Microsoft;s tablets so that they run something apart from Windows, hurry up with that very first Windows Telephone 7 update, and carry the Kinect to Windows faster as opposed to later on.But are these the types of things that Ballmer and his leading management team truly spend the majority of their time considering? Maybe not.A supply of mine passed on to me some specifics that seems to arrive from Microsoft;s own scorecarding method from the end of 2010 that detailed some great priority places for Microsoft;s income and advertising folks. Not too astonishingly — in spite of all the public noise around the company;s consumer products — enterprise wares (which still result in the majority of Microsoft revenues) are getting a lot of internal attention.Yes, Microsoft;s Business Division (the Office crew) had a bang-up Q2 FY2011, as the most recent earnings statement made clear. But according to the scorecarding data I saw — which,
Office 2010 Activation, as some have reminded me,
Microsoft Office 2010 Key, is a small sample from inside the company, and not true of all areas — some Microsoft managers consider Exchange;s license and revenue growth over the last several years to be “anemic,” even though Exchange is currently a $2 billion business.(If you;re wondering about Microsoft;s hard-core push to sell Exchange Online and to win education accounts over to online services, slower Exchange Server growth is seemingly at least part of the reason. Microsoft execs view education as a key early adopter of cloud-based services, and e-mail is “the gateway application” for schools.)On the SharePoint front, the public story is that revenue continue to be phenomenal, with more than 100 million SharePoint licenses having been sold to 17,000 customers. However, internally some managers are warning that the revenue focus on servers has been low “because revenue-based incentive compensation does not reward selling relatively low-priced servers.SharePoint license growth rates have dropped in the past year, and “########## CALs” — Client Access Licenses sold without servers attached — are now at 40 percent of the total,
Office Pro Plus 2010, the aforementioned Softies acknowledged. To counter, Microsoft is counting on its higher-end search products, like Rapidly Search and its SharePoint for Internet Sites SKUs for growth.Though not specifically called out by the scorecarders, the changing software distribution models are another watch point for the company. Microsoft traditionally derives about one-third of its revenue and half of its products via preloads from your OEM channel. But the emergence of cloud computing along with other new business models is shifting that mix,
Purchase Office 2010, creating new competitive pressures and changing customer preferences.Microsoft is already no doubt properly on its way toward delivering the next versions of Exchange and Exchange Online, given that Exchange 2010 RTM;d in October 2009 and Service Pack 1in the fall of 2010. And the next version of SharePoint (SharePoint 15, I;d assume), also is moving along the dev schedule, I;d think.