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Microsoft rallies as iPad apps, multi-platform strategy get praised

  • "It was encouraging to have the CEO of Microsoft (MSFT +2.8%) visible in a product strategy discussion, laying out in a transparent way the strategic direction of the company that embraces where users are going ... and breaking away from the Windows and PC-centric focus of the past," writes Nomura's Rick Sherlund, praising yesterday's product announcements.
  • Apple uber-fan MG Siegler also likes what he sees. "Microsoft could have released Office [for the iPad] much much much much much sooner. They chose not to. Steve Ballmer chose not to ... I believe Satya Nadella has already put Microsoft in a better place than it has been in years."
  • The apps, free in read-only mode, have quickly moved to the top of iPad download charts. Though criticizing a few feature omissions (such as printing support, due in an update), reviewers (I, II, III) have praised the apps' editing tools, touch optimizations, and cloud integration.
  • Also of note: 1) Microsoft has made the full versions of its iOS/Android Office smartphone apps completely free for home use, and is promising Android tablet apps are on the way. 2) Though doing so requires giving Apple a 30% cut, Microsoft is allowing free iPad users to upgrade to Office 365 from their devices. Few enterprises are likely to subscribe using an iPad, but some consumers/SMBs might.
  • Yesterday: Office iPad apps launched, mobility suite detailed
Comments (3)
  • Bruce T1
    , contributor
    Comments (4) | Send Message
    Subscribing for a $99 a year fee seems to be very high....
    28 Mar, 01:51 PM Reply Like
  • samuel_liu
    , contributor
    Comments (2799) | Send Message
    Microsoft was the loser in seeing what gadgets the passengers were using waiting for the plant for 8 hours, but will this be well received as tablet Office won't add much money to Microsoft's profits.


    As It waited too long as competitors emerged to it, Including Apple's iWork Suite. For my Android, Amazon gave me: OfficeSuite Professional 7 App for Android.


    "The iTunes App Store and Google Play have the Microsoft Office Mobile App (iPhone, Android) for FREE (for "home use")."
    29 Mar, 02:15 AM Reply Like
  • dezee
    , contributor
    Comments (1619) | Send Message
    The cloud has some of the highest margins since its software. Subscriptions you collect monthly/annual fees, how is this not a continued revenue driver. If I go with Windows, I can install program for a fixed price vs iOS where I pay $100 annually. Most will stay with Windows its a no brainer.
    29 Mar, 01:34 PM Reply Like
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