Opening Day Keynote for Microsoft’s Build Conference, 2014 Follows a Familiar Pattern

In keeping with a pattern displayed during the opening day Keynote presentation for Microsoft’s 2014 SharePoint Conference in Las Vegas, the kickoff Keynote for Build, 2014 included some impressive statistics. These included the following claims:

  1. 1.5 Billion People Use Windows Every Day
  2. The Fastest Growing Smart Phone OS
  3. The #2 Smart Phone OS in Latin America, Central & Eastern Europe and Middle East and Africa
  4. 95% of Steam Gamers Running On Windows
  5. 443% Increase in Monthly Paid App Revenue

While each of the above numbers is impressive, readers need to keep percentage claims in perspective. In my opinion, claims 1), 3), and 4) are the most important.

Why Pt. 1), “1.5 Billion People Use Windows Every Day” is important

Regardless of anyone’s “explosive growth” claims for any competing O/S, or even suite of business tools (Word Processor & SpreadSheet & Presentation Package), a foundation of 1.5 Billion people using windows is simply unbeatable. As long as the foundation is preserved, once Microsoft produces an attractive tablet, smart phone, even a cloud suite of tools for consumers and business users, the product will be certain to produce substantial revenue for the company. In my opinion the Surface 2 tablet, latest Windows Phone O/S and Office 365 are presently achieving my objectives of market acceptance in April 2014.

Pt. 3) “The #2 Smart Phone OS in Latin America, Central & Eastern Europe and Middle East and Africa”

Any forward-looking analysis of the worldwide market for small, smart, mobile devices, includes a prominent role for emerging markets. So Microsoft’s position in each of these markets is acceptable, and promises to provide a lift for future sales. But the profitability represented by each of these markets is another subject, which I don’t want to present in this post. One last point I want to make on this statistic: Nokia’s announcement of an Android smart phone is important. The #1 Smart Phone OS in each of the above markets is Android. A price competitive Nokia Android smart phone from Microsoft will be a welcome addition to the product mix.

Pt. 4) “95% of Steam Gamers Running on Windows”

Microsoft has a very strong base of consumer appetite for the XBOX device and games built for the platform. As Microsoft reworks the branding on the XBOX device as a very attractive home entertainment solution, too, so much the better. Once again, the imperative is to retain the base of gamers while building out this new market.

Ira Michael Blonder

© IMB Enterprises, Inc. & Ira Michael Blonder, 2014 All Rights Reserved

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