Insights

What is the future of Windows?

We performed a Sentiment Analysis of all Microsoft’s Earnings Calls and aggregated the sentiment of every statement that mentions the “Windows” product line. Post the emergence of Azure in 2011, a little bit of negativity has snuck into the language of Microsoft executives who discuss Windows. The change in sentiment is clear indication of Windows’ dwindling significance to Microsoft.Windows is at the heart of Microsoft and as a result the languages is largely positive in nature. However, since 2011, Microsoft have started tempering their expectations of this product line and we have seen some negativity sneak into their language. The magnitude of negativity is still minimal but the fact that it starts at 2011, the same time that Azure and Office 365 begin their growth trajectories is very significant.