Microsoft Corporation (MSFT)’s Fiscal Year 2015 Second Quarter Earnings Conference Call Transcript

Ed: Thank you. I was in the last several quarters. Particularly Satya you’ve opened up a number of products to the different platforms of Office and android and with Minecraft and Skype you’ve got a number of multi platform products and services. Could you quantity so far to what extent you’ve seen benefit and if this plays in to the free upgrade for Windows 10 at least for a limited period, how you expect this to play out benefitting the business case of your products across the portfolio?

Satya:  Overall at the higher levels our strategy here is to make sure that the Microsoft services i.e cloud services, the Azure, Office 365, CRM online and Enterprise Mobility Suite are covering all the devices out there in the marketplace so that that way we maximize the opportunity we have for each of these subscription and capacity based services so that’s the core rationale for why we’re doing cross-platform. The next question is, what’s the uniqueness of Windows? The uniqueness of Windows comes because we don’t think of these services and their application end points as apps but fundamentally pour into the Windows experience so we’re building them natively into Windows.

For example, when you log into Windows you’re logging in with a Microsoft account or Azure. When you have files, they’re syncing with One Drive, Outlook is the email client for Windows, so that’s how Windows will differentiate and not to mention our gaming and Xbox Live experience so overall we will build a differentiated windows because our application experiences for our cloud end points will be native in Windows and at the same time we will make sure that our services are available on all end points driving more usage and driving more subscription growth so the best way to measure up progress is the Office 365 subscription growth, Azure growth and EMS growth.

Chris: That wraps up the Q&A portion of our call. We look forward to seeing you in the coming months at various investor conferences and for those unable to attend in person, these events will generally be webcast and you can follow our comments on Microsoft.com/investor. Please contact us if you need any additional details and thank you for joining us today.