Emerset Consulting Group
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Daryl Ullman

Dear Friends,

It may have been wishful thinking on the part of critics and competitors, but it hasn’t been long since many predicted the demise of Microsoft due to declining PC sales and increasing competition for Office and other highly profitable products.

Since that time, Microsoft has continued to grow and consistently exceed the expectations of most.  One of the ways they have done this is to increase their focus on commercial customers.  They have largely abandoned the consumer market, except for Xbox and Home editions of their otherwise commercial products such as Office 365 and Windows.

The success of this strategy is evidenced in their earnings reports where they refer to “commercial unearned revenue”, which is essentially Volume Licensing (EA, etc.) revenue which has been contracted, but not yet billed.  During the most recent quarter, Microsoft reported commercial unearned revenue of $20 billion, which was up 20% from the same period last year.  On the earnings call, they predicted an increase of 38-39% over last year during Q4.

The continued growth is a result of many factors, including higher pricing and new services.  At Emerset, we pay close attention to this trend, and we do whatever is necessary to ensure that our clients are thoroughly prepared to manage their entitlements and negotiate the most favorable terms with Microsoft.

Analysis of Microsoft’s® 3rd Quarter FY 2018 Earnings Report from a Licensing Perspective

By: Daryl Ullman

Microsoft® reports earnings in three operating segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing.

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Why is Microsoft So Successful?

There have been many companies whose products have changed, and even revolutionized the way in which we live, but it’s hard to find one which has had the global impact of Microsoft. People like them and dislike them for various reasons, but I sincerely doubt that any of us can objectively dismiss the impact Microsoft has made.

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iCloud for the Enterprise?

I don’t usually write about Apple®, but since cloud computing is such a significant part of many organizations IT infrastructure, it seems worth noting when there may be a new entrant to the competitive landscape.

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Office 365™ Diminishing Discounts

We are seeing an increasing number of organizations who are preparing to renew their Office 365™ Enterprise Agreements (EA), and experiencing significantly higher pricing from Microsoft® than they had previously. 

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Azure™ Sphere

I have written quite a few blogs about major changes at Microsoft® since Satya Nadella became the CEO in 2014. Under his predecessors, the company had a well-deserved reputation for being a ruthless competitor against anything that wasn’t Windows™ based, but the competitive landscape has changed, and Microsoft no longer has the dominance they once enjoyed.

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Deferring Updates to Windows™ as a Service

When Microsoft® originally announced that Windows™ 10 would be regularly updated with both quality and feature updates, it generated a great deal of concern among IT administrators and many who would be faced with managing a constantly evolving operating system.

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Windows® 10 Fragmentation

I was recently asked why there are so many Windows® 10 offerings, particularly since Microsoft® touted this as an OS which would provide a consistent platform across all devices.When Microsoft originally announced Windows 10, one of their stated goals was to provide a single unified platform for PCs, tablets, phones and other devices...

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