Bing Rings the Cash Register

February 2, 2016

I read a fascinating story about Bing, Microsoft’s search system which does not include the Fast Search & Transfer goodies in SharePoint Search. Yeah, I know it is confusing.

The write up “Microsoft Corporation Makes Big Bucks with Bing: Cloud Is the Future.” Web search has been, as far as I know, a cloud service for more than a decade. Set that aside.

The important point is:

Microsoft Bing search engine grew by 21% in 2QFY16, emerges as a potent threat to Google.

Poor Google. First, it was the presence of Qwant (what? you don’t remember Qwant?) now it is Bing. Doom looms it seems.

The write up reports in “real” journalistic rhetoric:

Microsoft’s search engine advertising revenues excluding traffic acquisitions cost increased by 21% in the second quarter of fiscal year 2016 (2QFY16). … The software giant is expected to continue its growth in the coming quarters, although what is more important is that Bing will continue to remain profitable and gain shares in the foreseeable future.

I like that “is expected.” Is this a Bing prediction?

I noted this passage:

The software giant is making recognizable efforts to evolve from a Windows-dependent organization to a “cloud-first, mobile-first” company. Microsoft seems to be doing well with its cloud business and making a profit from its Office 365, as well. Users of Windows 10 are also on the rise. Interestingly enough, for these users, Bing-driven Cortana is a very important feature which helps the service generate significant revenue growth to bolster the slipping Windows revenues.

But the kicker for me was the statement:

… Popular speculation suggests that Bing is just a minor detail once you take into account Microsoft’s prospects regarding its position in the upcoming cloud business which it has invested heavily in; and rightly so as the cloud services segment has added indefinite value to the company’s stock.

But isn’t Bing a cloud service? I am confused but the Bing/Fast Search set up is a baffler as well.

Yep, the new Microsoft. And Windows phone? Hmmm.

Stephen E Arnold, February 2, 2016

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