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Posted by David Johnson on April 18, 2013
There is plenty of speculation in the industry this quarter about the future of Microsoft given the challenges facing Windows 8. Microsoft reported flat revenues in the Windows Division today, citing the transition in the PC industry overall. The good news is that Microsoft is a diversified business with strengthening enterprise multi-year licensing revenues of 16% as one good sign. New licensing models for Office and the release of Microsoft Azure IaaS platform are both positives, with Online Services Revenue up 18%.
To help add color to these results, we've collected comments from several Forrester analysts with direct coverage responsibility for several areas of Microsoft's business, including J.P.Gownder, David Bartoletti, James Staten, Christian Kane, Christopher Voce, Richard Fichera, and yours truly:
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