Wednesday, July 27, 2005
Windows Mobile Revenue Up $46 million, or 45% Over 2004
Posted by Ed Hansberry in "THOUGHT" @ 10:00 AM
http://www.microsoft.com/msft/earnings/FY05/earn_rel_q4_05.mspx
"Mobile and Embedded Devices revenue growth for fiscal year 2005 was primarily due to unit volume increases in all major product lines, especially Windows Mobile software sales and Windows Embedded operating systems. Increased revenue for Windows Mobile software was primarily driven by increased market demand for connected mobile devices such as phone-enabled PDAs and Smartphones, and strong growth in volume shipments for standalone PDAs. The increase in Windows Embedded revenue was due to our operating system being included in new product designs for both new and existing customers. The segment also benefited from the increased demand for online mapping and the introduction of new MapPoint finished goods products. This new functionality resulted in increased unit sales for Mobile, Embedded and MapPoint product categories. In fiscal year 2005, revenue for Windows Mobile software increased $46 million or 45%, revenue for Windows Embedded operating systems increased $19 million or 21%, and revenue for MapPoint and Windows Automotive increased $25 million or 45%. Mobile and Embedded Devices realized positive increases in customer satisfaction ratings from both mobile operator partners and the developer community. In fiscal year 2005, Mobile and Embedded Devices released Windows Mobile 5.0, which is the latest version of our mobile operating software. "
I didn't realize that the Mobile and Embedded division had grown to over $330 million annually. In contrast, PalmSource, which also has a fiscal year end in June, reported $71 million in annual sales, a drop from its previous year of $73 million. If you do the math, if Windows Mobile revenue was up $46 million and that represents a 45% increase, that means Windows Mobile revenue alone this year was $148 million, more than double what PalmSource took in.
Looking at the above chart some may be asking what is in "Other." Those are corporate level expenses not directly attributable to one of the business segments, things like "operations related to broad-based sales and marketing, product support services, human resources, legal, finance, IT, corporate development and procurement activities, research and development and other costs, and accrued legal contingencies."
"Mobile and Embedded Devices revenue growth for fiscal year 2005 was primarily due to unit volume increases in all major product lines, especially Windows Mobile software sales and Windows Embedded operating systems. Increased revenue for Windows Mobile software was primarily driven by increased market demand for connected mobile devices such as phone-enabled PDAs and Smartphones, and strong growth in volume shipments for standalone PDAs. The increase in Windows Embedded revenue was due to our operating system being included in new product designs for both new and existing customers. The segment also benefited from the increased demand for online mapping and the introduction of new MapPoint finished goods products. This new functionality resulted in increased unit sales for Mobile, Embedded and MapPoint product categories. In fiscal year 2005, revenue for Windows Mobile software increased $46 million or 45%, revenue for Windows Embedded operating systems increased $19 million or 21%, and revenue for MapPoint and Windows Automotive increased $25 million or 45%. Mobile and Embedded Devices realized positive increases in customer satisfaction ratings from both mobile operator partners and the developer community. In fiscal year 2005, Mobile and Embedded Devices released Windows Mobile 5.0, which is the latest version of our mobile operating software. "
I didn't realize that the Mobile and Embedded division had grown to over $330 million annually. In contrast, PalmSource, which also has a fiscal year end in June, reported $71 million in annual sales, a drop from its previous year of $73 million. If you do the math, if Windows Mobile revenue was up $46 million and that represents a 45% increase, that means Windows Mobile revenue alone this year was $148 million, more than double what PalmSource took in.
Looking at the above chart some may be asking what is in "Other." Those are corporate level expenses not directly attributable to one of the business segments, things like "operations related to broad-based sales and marketing, product support services, human resources, legal, finance, IT, corporate development and procurement activities, research and development and other costs, and accrued legal contingencies."
