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Surface, Dynamics/PowerBI, Research, NeXT (Hololens)
by zeusk 5y ago
Surface, Dynamics/PowerBI, Research, NeXT (Hololens)
- simonh 5y agoAll utterly peripheral, they could wither and die and have no noticeable impact on the bottom line, which is exactly the point I'm making.
- zeusk 5y agoSurface is already ~$8B of revenue/year business, not sure how or why you think a business of that size is unnoticeable or nobody would notice that if it were to wither away. Not sure how specific revenue figures I'm allowed to express here publicly but Dynamics and Hololens have also been big cashcows lately. Research, sure it isn't a direct revenue generating group but their patents portfolio is immense. Heck, even LinkedIn is $10B/year business now. Maybe you're living under a rock?
- simonh 5y agoThey’re nice businesses, but losing them would not substantially change or harm the company the way losing Windows or Azure would. The way losing AWS would harm Amazon, losing Search Ads would harm Google, losing iPhone would harm Apple. If Microsoft lost XBox or LinkedIN they’d walk it off. That’s the point I’m making.