In Microsoft’s earnings call yesterday, the company reported its second-quarter earnings results for fiscal year ‘15. The good news is that revenue is up 8%, mainly on the back of Nokia’s phone business acquisition. Though quarterly profits fell (as was expected), shares dropped 5% overall after the news was released.
What I found interesting wasn’t what was said, but what was not. Specifically, yesterday’s call discussed Microsoft’s future all about fostering “collaborative work environments and boosting productivity with Office 365 and Azure.” Since I can fondly recall the days when Microsoft touted SharePoint as a place to “foster collaborative work environments” and because the word SharePoint was not used on the call, I’m wondering where SharePoint fits in the lineup these days.
I remember an earnings call for the quarter ended March 31, 2014, where Microsoft spoke to “cloud services which included Office 365 and Windows Azure” as well as Windows volume licensing and “productivity server products Lync, SharePoint and Exchange.” Again, an interesting distinction and a far cry from a 2008 call where Microsoft referred to SharePoint specifically being their “billion dollar baby.” Times have certainly changed. The question is, what does the future hold for the name SharePoint? Is there a connection between the public touting of SharePoint and its diminishing presence of SharePoint in the Microsoft lineup? Perhaps.