14 DAY TRIAL // In the upcoming three fiscal years, Microsoft will focus preponderantly on no less than nine areas that currently deliver an advanced perspective for growth. Microsoft's Chief Executive Officer Steve Ballmer, outlined all the growth opportunities at the Financial Analyst Briefing - New York City, Thursday, February 15, 2007.
Ballmer emphasized that none of the nine opportunities is less than a half a billion dollars of new gross margin growth for the forthcoming three years. "That doesn't mean we're going to get at least half a billion per, but each one of them we have clear line of sight to at least half a billion, and in some cases to much, much bigger numbers than that," Ballmer explained.
The Windows business based on OEMs and hardware manufacturers has the potential to be the largest growth driver for Microsoft's revenue. Microsoft is also focusing on the corporate environment which has the potential of bringing additional Desktop value.
"Units of Windows Server and all the things that we sell around that: management, security, database, and the like; huge opportunity for us. The server market continues to grow. We have very good opportunities to grow market share versus Linux over the next two or three years, which is very exciting," Ballmer added.
Next comes Windows, Office and Client Access Licenses but also in the context of mature desktops in the corporate world. Growth in the emerging markets worldwide. And Ballmer has pointed out that Microsoft will look to China and India to drive its revenue.
The Redmond Company is additionally looking to increase growth in the advertising, the Xbox and the Office Live business. And last but not least, Windows Mobile is another opportunity. "I feel pretty good about this. I love having a list of these nine things where it's fairly clear, we know what to do; we just need to get out and execute against it. And it's fairly compelling for me as we move forward," Ballmer concluded.