From the report:
The Server & Tools business reported $4.55 billion in first-quarter revenue, an 8% increase from the prior year period, driven by double-digit revenue growth in SQL Server and more than 20% growth in System Center revenue. In September, Microsoft continued to enrich its server offerings with the launch of Windows Server 2012.
20% is significant growth and appears to be the largest growing area at Microsoft. Compare that with a 33% decrease in the Windows areas, and System Center becomes Microsoft’s savior. Also, consider that Configuration Manager is still the top revenue generator in the System Center line. We hear cloud-this, and cloud-that, but it’s still the on-premise solution makes the difference.
Ultimately, there’s some commentary on this that I want to give, but it’ll have to wait until a later date. In that commentary expect to hear how this all relates to things like: TechEd, MMS, Seinfeld (yes, Seinfeld), and others.
Read the full report: Microsoft Reports First-Quarter Results