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Isn't the lion's share of MSFT's profits from their traditional OS and Office business units?
by intsunny 7y ago
Isn't the lion's share of MSFT's profits from their traditional OS and Office business units?
- eigenvalue 7y agoThat may be, but each incremental dollar of cloud revenue is assigned a much higher multiple by investors because it is growing quickly and seen as being more defensible over the long term.
- dharmab 7y agoCheck out their Q4 earnings release; Azure and cloud services are the products with highest growth. IIRC While Office desktop is still a major revenue source the market is trending towards Office 365, and Windows is behind cloud services revenue.