What you need to know
- There are now more than 1.4 billion monthly active devices running either Windows 11 or Windows 10.
- People using Windows 11 engage with the Microsoft Store almost three times as much as Windows 10 users.
- Microsoft was able to ship more devices than expected, which contributed to Surface revenue growing 8%.
Microsoft released its FY22 Q2 earnings report this week. The report shares key insights about a strong quarter in which the Redmond-based tech giant brought in $51.7 billion in revenue. During the quarter, Microsoft exceeded expectations for device shipments and in its personal computing segment. Microsoft also shared figures for Windows 11, Windows 10, Microsoft Teams, and other services in a call to investors.
More than 1.4 billion monthly active devices run either Windows 11 or Windows 10. In its FY21 Q3 earnings call, Microsoft shared that Windows 10 was on over 1.3 billion active devices. Microsoft released Windows 11 between those two earnings calls.
In addition to the total number of devices running Windows increasing, people are using computers more than in previous years. Microsoft cited a "PC renaissance" that includes people spending more time on PCs and an increased number of PCs per household.
Windows 11 introduced a refreshed look, several new features, and a new version of the Microsoft Store. According to Microsoft, people using Windows 11 engage with the Microsoft Store on Windows 11 almost three times as much as the store on Windows 10. Microsoft shared a new strategy and a renewed commitment for its app store when it announced Windows 11. Based on the recently shared figures, the approach appears to be working.
Microsoft also reported strong numbers for its communication platform Teams. Over 90% of Fortune 500 companies now use Teams Phone. Walmart, which has over 2 million frontline workers, recently chose to use Teams.
Sean Endicott is the news writer for Windows Central. If it runs Windows, is made by Microsoft, or has anything to do with either, he's on it. Sean's been with Windows Central since 2017 and is also our resident app expert. If you have a news tip or an app to review, hit him up at firstname.lastname@example.org.
I'm sure this count was important to blur lines of W10M adaption. I'm not certain the statistic serve any purpose now.
"I'm not certain the statistic serve any purpose now."So, you don't see Microsoft adding 100 million new Windows users/devices in 9 months purposeful? I have to question that statement. Investors certainly care, which is where that number was first dropped yesterday.
"Windows 11 introduced a refreshed look, several new features, and a new version of the Microsoft Store. According to Microsoft, people using Windows 11 engage with the Microsoft Store on Windows 11 almost three times as much as the store on Windows 10. Microsoft shared a new strategy and a renewed commitment for its app store when it announced Windows 11. Based on the recently shared figures, the approach appears to be working."
Gimme some numbers!!!???
Three times as much of what?
As I, and many people I know, hardly ever uses the store, how much is 3 times hardly ever?
"Three times as much of what?"It has 3x the level of engagement, that is, people are using it 3x as much compared to the Store on Windows 10. Here's a developer confirming to me the change he has experienced.
"As I, and many people I know, hardly ever uses the store"That means absolutely nothing, sorry. That's like saying "Me and my friends don't listen to pop music, so how can pop music be the most popular genre in the world?"
I think the three times thing is a statistic anomaly. It is probably caused by people with new PCs with Windows 11 setting up their machine.
"I think the three times thing is a statistic anomaly."And what evidence do you have for that? The link I shared above is a tweet to a developer who stated:
"The new Store was very noticeable. There was a surge of installs and discoveries for my app since November. Monthly active users have doubled since November."A surge of installs. He also shared store graphs. I get some of you just really don't like Windows 11 and/or the Store and want to see everything fail, but it's OK sometimes to acknowledge a win. If MS was not seeing good results with the store, why even mention it during the investor call? Unless, we're going down the route that Microsoft is deceiving investors, which seems to be a common claim around here when something doesn't fit the "MS sucks" narrative.
The SEC would love to see any evidence of deception.
They'll be waiting a long time, methinks.
Lots of unrippened grapes out there.
Hey Daniel, I used the phrase "I think" and "It is probably" in my comment; so I'm speculating. But this is the thing about statistics; there generally is not enough data to conclude causation. The causation is left to speculation. Microsoft has no evidence to claim the 3x jump is due to the new Store design. They just know there is a 3x jump. So just to be clear, I like Microsoft and the work they produce. I just expressed an honest opinion about how to explain the 3x jump. By the way, I did go into the new Store recently to look for Microsoft Teams. It's not there. Come on. As of right now, I do not like Windows 11 until they fix two things: my computer will not go to sleep, and when you launch something from the Start menu by typing and hitting enter, it should be the focused window. These are major problems that feel broken.
"The causation is left to speculation. Microsoft has no evidence to claim the 3x jump is due to the new Store design. They just know there is a 3x jump."Sure, that can be true. But, as noted above, at least one developer saw a jump in downloads/MAU starting in November. Could be just a coincidence, but the new Store with its open policies, Firefox, Opera, Epic store, etc does have a lot going for it to suggest that people are happy with it. I certainly haven't seen anything to the contrary. It's also safe to say MS has telemetry on how often the new Store is being used and, now that it's on Windows 10, can have a control to see if it's the new app/experience is driving user engagement. What's the counter-theory here? That the new Store and policies are bad, but engagement is still somehow up because of ... ?
So Microsoft could have the data to prove causation. You need two sets of data that are generated under the same conditions except for the variable you are trying to prove causation. One set has the variable missing or set a certain way, the other has the variable another way. This is typically the standard needed for a double-blind study. So Microsoft could have data on existing Windows 10 users before and after they got the new Store. If there is a jump in these two data sets, this is most likely because of the new design. Mixing in data like with new Windows 11 PCs where people will be going to the Store just to install things to get their PC setup will pollute trying to isolate just one variable. But this is really all too academic! Let's just say the 3x jump is because of the new design! You win.
Not sure why we'd think that. What part of the setup process involves opening the Windows Store? Updates will happen through Windows Update for the relevant apps.
What the **** do you try to tell me????
American ignorant ****
how many people use the store in the rest of the world?
I see you have no good response to my inquiries. Expected. Also, watch the insults. You're violating our TOS.
His response was pretty clear, looks like you're the ignorant one.
What's a computer?
I love you!
It was sarcasm, and I kind of hope your comment was also not sincere.
I just came to say that I really enjoy W11. It shakes that beta feeling from W10 and it's thoughtful and daring its design unlike previous versions of windows which were either too extreme or too minimal.
Why do people insult our intelligence. Ecosystems are real. The WinTel ecosystem became the dominant computer ecosystem in the world for a reason. People find utility in using the ecosystem. But as the iPhone ecosystem (iTunes then iPod then iPhone) grew and Android dominated, we have three global ecosystems (WinTel, Android, iOS). Each has its strengths, but what many people recognize is that the WinTel ecosystem has a lot of utility. No one should discount the efforts Intel and Microsoft have placed on extending the WinTel ecosystem beyond the desktop form factor. Sure, I wish they had made W10M a thing with Cortana leading the charge, but they did not. So, I am stuck using a cheap Android with a cracked screen to carry on with my Surface Pro 7 doing the heavy lifting using a dock at my home and office. Further, AWS, Azure and others provide the Cloud which allows for many information services to be delivered across all three ecosystems. Will one cloud or one ecosystem dominate? No. The flexibility and different form factors/user preferences allow the cloud to efficiently leverage each individual's needs. 1.4 billion users. Impressive and indicates, WinTel has a long road ahead and has successfully transitioned from the desktop to the mobile world. Does not mean people will give up android or iOS. Just means they can compete and compete successfully.
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