Microsoft Cloud Growth Drives Strong Fourth-Quarter Results

Pretty nice, ouch on the $733M fine by the EU. This bit was what I&#x27;m watching:<p><pre><code> &gt; Bing search advertising revenue grew 40%, and U.S. &gt; search share grew to 19.2%. </code></pre> 40% growth on Search Advertising revenue against a 23% gain on &#x27;sites revenue&#x27; for Google. I wish Microsoft would break out their CPC numbers but expect that is a bit much to ask.

This is a one-time hit. They&#x27;re now enforcing licensing very strictly where they didn&#x27;t before and offering &quot;nicer&quot; terms if they buy some Azure instead of paying those costs retroactively. It&#x27;ll only work once, and will create a lot of bad karma.

&quot;Strong&quot; means 7% less than last year.<p>Source: BBC Business

&gt; Office 365 Home and Personal subscribers totaled more than 5.6 million<p>I&#x27;m surprised that&#x27;s so low, especially considering that 1.1 billion people use Microsoft Office [1]. Given how hard Microsoft has been pushing Office 365, I&#x27;d&#x27;ve [2] thought the number of users would be far greater.<p>[1] Source: <a href="http://www.microsoft.com/en-us/news/bythenumbers/index.html" rel="nofollow">http:&#x2F;&#x2F;www.microsoft.com&#x2F;en-us&#x2F;news&#x2F;bythenumbers&#x2F;index.html</a><p>[2] Fails spell check. Should be a word, imho.

Good for them.<p>The Microsoft Mobile division (formerly Nokia Devices &amp; Services) lost $700 million. How much of that is one-time charges related to the ownership change and how much is the continued decline of unit sales?

Lumia device sales for the period of April 26 to June 30 was 5.8m. Doing a simple extrapolation to full 3 months gives an estimate of 8m Lumia smartphones in the quarter.