Larry Dignan for ZDNet:
Microsoft’s second quarter results were a mixed bag relative to estimates as its enterprise products fared well, but details about Surface units, hidden within the Windows division, were largely missing in action.
The second quarter was all about Windows 8 sales and the Surface, but in the end enterprise was Microsoft’s biggest strength. Products like Windows Server may not garner the headlines, but drive Microsoft’s results.
Microsoft is continuing the transition to a full enterprise company. Normally, a new version of Windows would lead to that division blowing away Office and Servers. This time, the division barely managed a win in terms of revenue, and was still behind Office in terms of profit.
But hey, at least the Online Services Division only managed to lose another $283 million last quarter. I believe that’s the “best” loss since sometime in 2007.