Synergy Research Group today released their recent data on cloud computing market. It revealed that Microsoft is the fastest growing among the top 4 companies leading in cloud infrastructure services. While Amazon still remains the largest vendor by far, it is now starting to face tougher competition, from Microsoft and others. AWS did not grow its cloud revenues on a sequential basis, and consequently saw its at year-on-year growth rate drop to 49%. While the total market was growing at 45%, Microsoft gained market share over others. Amazon, Microsoft and IBM have reported over $1 billion quarterly revenue from cloud services. “It has become clear that AWS finally has some tough competition to face,” said John Dinsdale, a Chief Analyst and Research Director at Synergy Research Group. “Until this quarter it could claim that it was bigger than its four nearest competitors, but now at least one jewel has fallen from its crown. While it ...

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In the quarterly earnings results published by Microsoft, it was revealed the Surface sales revenue was down from the previous quarter despite the launch of Surface Pro 3. The revenue was at $409 million down from $494 million last quarter. Gross margin growth was result of the Surface RT $900 million write down last year. Microsoft also confirmed it via quarterly financial results. In the Computing and Gaming Hardware related slide, Microsoft mentioned that current year cost of revenue included Surface inventory adjustments resulting from their transition of production to latest Surface offering and a decision to not ship a new form factor. Read more about it here. ...

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  As per the latest report from eMarketer, Microsoft might beat Yahoo in global digital ad market share. Microsoft is projected to increase its market share from 2.45% to 2.54%, while Yahoo is projected to lost market share. In terms of revenue, Microsoft will increase by more than 20% over 2013 to reach $3.56 billion. Google remains the dominant player with Facebook growing fast in the second place. Yahoo’s push to maintain its position as a top global ad seller will take another hit in 2014, according to new projections from eMarketer. Though Yahoo’s ad revenues will be back in the black this year, increasing its global digital ad revenues by 2.7% after a decline of 2.1% in 2013 to reach $3.53 billion, the company’s share of the $140.15 billion digital advertising market will fall from 2.86% to 2.52%. At the same time, Microsoft will grow its net worldwide ad revenues by ...

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Lenovo Group today announced their record financial results for its Q3 ended December 31, 2013. The quarterly revenue was US$10.8 billion, a 15 percent increase year-over-year, passing the US$10 billion milestone for the first time ever. Despite the slow down in the PC industry, Lenovo has shown strong growth in the PC segment. It continued to expand lead as number one PC maker with 18.5% market share. Lenovo’s PC shipments for the third fiscal quarter were 15.3 million units. This is a great example for other Windows OEMs who blames Windows for their declining sales. Strong product portfolio and great execution will drive growth as you can see from the Lenovo’s results. From Lenovo’s press release, For the third straight quarter, Lenovo was the world’s largest PC vendor*, with its highest-ever quarterly market share of 18.5 percent, up 2.4 points year-over-year. Record high share in EMEA, Asia Pacific and China ...

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At its earnings reports released yesterday, Microsoft announced that the Surface devices sold more than double the units than previous quarter. Regarding Gross margin, the product costs grew with increased Surface sales and non-product expenses incurred to ready inventory lines for Surface 2 launchAlso they have experienced improved sales and marketing efforts around Surface devices. Earlier this week, Microsoft launched its next generation Surface devices Surface 2 and Surface Pro 2 in number of countries around the world. D&C Hardware revenue increased $401 million or 37%, due primarily to Surface revenue of $400 million. The general availability of Surface RT and Surface Pro started October 26, 2012 and February 9, 2013, respectively. D&C Hardware gross margin decreased $242 million or 54%, due to a $643 million or 101% increase in cost of revenue, offset in part by higher revenue. D&C Hardware cost of revenue increased, primarily due to $645 million ...

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At FAM held yesterday, Microsoft revealed some new stats regarding its revenue. While tech press is arguing whether Microsoft is a consumer company or an enterprise company, the actual number speaks for itself. Microsoft revealed that 55% of its revenue comes from the Enterprise, 19% from OEMs and 20% from consumer and services. Also they have 5 diverse business groups each contributing revenue significantly except Bing & Online. too often for you by customer segment. But if you look at our business and the makeup of the company today, well over 55 percent of the business is enterprise, and additionally, there’s some OEM business there that belongs in enterprise, but that’s how we count it, and market it. 19 percent is OEM. 20 percent is consumer and online. And a fair piece of the OEM is also consumer and online. And 6 percent is our small and midsize business. And ...

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