Seeking Alpha

Microsoft launches Office iPad apps; Nadella promises mobile/cloud focus

  • As expected, Microsoft (MSFT -0.8%) has unveiled its Office iPad apps at a San Francisco event. Read-only versions are free, but full versions will require an Office 365 subscription. They'll be available in the App Store at 2PM ET.
  • The iPad's screen real estate has allowed the apps to sport UIs similar to those of PC Office apps. At the same time, Microsoft promises it has put a lot of effort into optimizing for touch - for example, images can be easily resized and wrapped around Word text with one's fingers.
  • Satya Nadella put some effort into reassuring his Bay Area audience Microsoft now has mobile/cloud religion. He also declares his company is pursuing a vision of "ubiquitous computing and ambient intelligence." Google can relate.
  • The iPad apps are aimed at bolstering an Office cash cow that continues to see moderate growth in the face of weak PC sales and a shift to Office 365 subscription sales. Office 365 subscriptions that include PC apps run from $150-$264/year for business users, and $70-$100/year for home users.
  • Shares rallied last week on reports of a pending Office iPad launch.
  • Event live blog, an early review
Comments (20)
  • Alcaraz Research
    , contributor
    Comments (904) | Send Message
     
    this is really sad, goodbye $INTC. see you maybe later when you can really deliver 40 million tablet chip sales this year. $MSFT just made your dream a little harder with this move.
    27 Mar, 02:30 PM Reply Like
  • Jiaberg-Sydney-OZ
    , contributor
    Comments (156) | Send Message
     
    1) MSFT had to have Office for iPad as iPad has established significant presence in the enterprise segment. iWork is a much easier app to use- Pages and Keybote especially- than Office. These are free now and without Office, iWork may become defacto enterprise productivity tools for mobile devices in many enterprises, large and small.

     

    2) By having Office for iPad, MSFT is REMINDING all that MSFT-Office is back in the awareness of the mobile device world. This is as important as any event since iPhone-iPad introduction.

     

    3) MSFT, however, should NOT write Office for Android. Why?

     

    4) Android is not widely present in the enterprise segment due to the malware matter and the corporate do not want to spend, collectively, perhaps hundreds of billions of dollars over many years just to fend off Android-realted malware. So, the enterprises will continue to see Android with unfavourable stance. Without significant enterprise adoption, the consumer segment will gradually leave Android for Windows tablets. This would allow MSFT own tablets and Windows tablets to have time to sort out their problems and get introduced to the enterprise world properly. After all, if MSFT have any ambitions for Windows for the mobile device world, it has to stop Android RIGHT NOW. Hence MSFT should not write Office for Android at all.

     

    5) If Office for Android tablet is written and available, sales of Windows pc will fall even more and sales for Windows tablets will not pick up as fast. The war between Android and Windows will intensify and cost MSFT even more one way or another. It has to be careful as to what it wants for its Windows mobile strategy. This strategy has to be consistent with their Office strategy.

     

    7) MSFT and everyone has to understand this. Google own offerings will only succeed if the enterprise segment also adopts it but this is not the case. Office is still the dominant productivity tools for enterprises and consumers so MSFT should use Office to promote own Windows tablets. Office for Android tablets will simply promote Android instead.

     

    8) Office for iPad also in a direct way tells the general public that MSFT is now very serious about mobile device world. This will then attract more attention from everyone about Windows tablets in general.

     

    9) Lastly, for Apple, Office for iPad is a good news. It will mean that iPad will be around for many many years no matter what. If MSFT is stupid to write Office for Android and give Android more air, the war in the mobile device will shift from between Android and iOS but to Windows vs Android. This will be very bloody making MSFT bleed much longer than it needs to rid of the threat for Android significantly. We will see.....
    27 Mar, 05:13 PM Reply Like
  • wil3714
    , contributor
    Comments (1742) | Send Message
     
    Apple hasnt established anything in enterprise. Lets get real, no one is promoting them, even as big as they are, no vendors are going to push for Apple suite with compatibility issues and utilities. No big company is going to develop on its platform since you just make apps. That model isnt efficient unless you buy 5 IPads so you can multi-task since you can only run 1 app at a time, freaking ridiculous. Dont know why people keep trying to push/prmote this toy around because its good for playing games. Now you losers want to use it at work so you can play some more games at work. What a bunch of losers.

     

    "Android is not widely present in the enterprise segment due to the malware matter and the corporate do not want to spend, collectively, perhaps hundreds of billions of dollars over many years just to fend off Android-realted malware. "

     

    Really hundreds of billions of dollars, really? DO you know how many mobile platforms are available to support security? Give me a break
    27 Mar, 06:41 PM Reply Like
  • Robert Mattei
    , contributor
    Comments (249) | Send Message
     
    I haven't researched this much but if you Google 'IPad enterprise' there are a lot of articles indicating that the Ipad has started to establish itself in the enterprise. If you can point to research indicting they haven't I'd like to read it.

     

    I'm not saying you're wrong - just saying I'd be interested in learning more and all I have seen is articles indicating the Ipad is making good progress in the enterprise.
    27 Mar, 09:31 PM Reply Like
  • wil3714
    , contributor
    Comments (1742) | Send Message
     
    When I googled "IPad enterprise" I got alot of articles on MS Office Enterprise Mobiity Suite. If you can post the links I can take a look.

     

    When you read the news, your going to get 100s of articles on the same topic, thats why your hearing the same thing everywhere you go. Thats why most people keep saying IPad in enterprise but dont know what IT architecture contains. Its called headline news and misinformation when you hear all this noise. Even if they do enter, I speculate they'll have to pay fat royalties depending on rollout similar to Android and Chrome OS.

     

    I've worked in the enterprise and know IPad will never gain traction. How do you use terminal server, one of the easiest tasks under a network. Or even Telepresence? Executives use this tool to save on costs. How do you gain access toward even the file structure? These are the simplest questions to address first and it takes too many loops to do it that no CIO or CTO will ever consider ti or even the added cost.

     

    IPads and Macbooks are toys, fancy toys. The term BYOD isnt something companies are bringing in but the user. Its a user error free device thats locked down so users dont break it. So how can IT configure a device thats locked down? Its justa waste of time and money.
    27 Mar, 10:53 PM Reply Like
  • dezee
    , contributor
    Comments (508) | Send Message
     
    I agree that iWorks for free sounds desperate for Apple and they should be charging for it. Why is it free? I never understood that, you should be charging consumers for this. This seems more like a marketshare thing but you are battling Google and MSFT on this.
    28 Mar, 12:05 AM Reply Like
  • samuel_liu
    , contributor
    Comments (2799) | Send Message
     
    I bought iWork's in 2010 for $30, but an tenuous on working with it.

     

    But now because LIbreoffice is stuck so much, I revert to Pages. Therefore iWorks is superior to free and superior to Office!
    29 Mar, 02:21 AM Reply Like
  • dezee
    , contributor
    Comments (508) | Send Message
     
    You over paid, but dont know much about Libreoffice or Pages. What is that? I have a fear that clients will send me files in Office and I cant open them. This will be super unprofessional that you cant even open a word doc and question why am I working with you? You need Office for compliance with HR, accounting, and financial regulations. Office works everywhere and I dont have to worry about it.
    29 Mar, 01:27 PM Reply Like
  • beta-user
    , contributor
    Comments (7) | Send Message
     
    Apple has a different approach. You pay a high device price. They give away their OS and essential software for free. It's just a different calculation. And since I prefere paying once a lot to subscribing to software, I think it's a better concept than what MS did with Office on the iPad. Just sell it in the app store and be done. Subscription based software is almost never a good deal for consumers.
    30 Mar, 05:16 AM Reply Like
  • wil3714
    , contributor
    Comments (1742) | Send Message
     
    You can buy a Surface installed no subs. What about Netflix/Comcast? Subs are lower upfront costs get a clue.
    30 Mar, 02:38 PM Reply Like
  • jammerculture
    , contributor
    Comments (396) | Send Message
     
    This will have no bearing on Intel. An Ipad with office is still an Ipad. Those who can get away without using a real computer already are. Those who need a real computer aren't going to ditch theirs for an iPad.
    27 Mar, 03:28 PM Reply Like
  • genomegk
    , contributor
    Comments (464) | Send Message
     
    This might hurt Surface tablet sales--a risk MSFT is obviously willing to take, presumably because enterprise iPad users were discovering they could live without MS Office.
    27 Mar, 03:39 PM Reply Like
  • wil3714
    , contributor
    Comments (1742) | Send Message
     
    Surface comes installed with Office, no subs to pay
    27 Mar, 04:03 PM Reply Like
  • DanoX
    , contributor
    Comments (2633) | Send Message
     
    If Microsoft was going to release a Arm version of Works, why Surface (big enclosure) Intel? The bloated size of the Surface was mainly due to Intel cpu.
    27 Mar, 04:29 PM Reply Like
  • psychological-dividends
    , contributor
    Comments (611) | Send Message
     
    You can put lipstick on a pig, but...it's still a pig.
    27 Mar, 09:19 PM Reply Like
  • swissrider
    , contributor
    Comments (5) | Send Message
     
    every O365 thats running requires yet another slice of microsoft server consumption in the cloud fabric that si almost expressly INTC sourced processors - mutli-core and big $$$.
    28 Mar, 09:56 AM Reply Like
  • swissrider
    , contributor
    Comments (5) | Send Message
     
    every O365 thats running requires yet another slice of microsoft server consumption in the cloud fabric that si almost expressly INTC sourced processors - mutli-core and big $$$.
    28 Mar, 09:56 AM Reply Like
  • samuel_liu
    , contributor
    Comments (2799) | Send Message
     
    @$100/ versus

     

    http://cnet.co/1i3SHyr
    29 Mar, 01:09 PM Reply Like
  • samuel_liu
    , contributor
    Comments (2799) | Send Message
     
    Want a free year of Office 365? Bring your iPad to a Microsoft Store
    BYJON FINGAS @JONFINGAS MARCH 27TH 2014, AT 9:38:00 PM ET 61
    Microsoft's Office 365 iPad promotion
    http://engt.co/1i3XcZO
    29 Mar, 01:50 PM Reply Like
  • The Progressive
    , contributor
    Comments (23) | Send Message
     
    Has anyone heard of a company called Sphere 3D? (OTCQX:SPIHF)

     

    In my opinion, they are about to make compatibility issues of software platforms across different Operating systems obsolete.

     

    http://bit.ly/PbvbqA
    30 Mar, 12:32 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|