4 ms·
Neither iOS nor MacOS are dominant in their respective categories. You can argue that the right metric to look at is market share by revenue and not by devices
by MajorBee 5y ago
Neither iOS nor MacOS are dominant in their respective categories. You can argue that the right metric to look at is market share by revenue and not by devices sold, and iOS does increase its footprint significantly at 42% of global smartphone revenue [1] (cementing itself as the single largest player), but still, arguably, not monopoly levels. I couldn't find a similar figure for the Desktop OS market, only (what I assume) is for devices currently running [2]. Sidenote: I think it's interesting to note that Windows market share has been steadily declining over the years, from a peak of ~91% a mere 8 years ago to around 76% in 2020.
Given this, by bundling a chat/productivity application (that has nothing to do with the OS product that Microsoft is selling), Microsoft is using its huge leverage in one category (OS) to increase its market share in another unrelated category (chat apps). This matches one of the conditions for US anti-trust action [3], and could even match the predatory pricing [uncited, hard to prove] condition (Microsoft bundling Teams for free indicates the cost of Teams is being absorbed by the Windows or some other business unit).
[1] https://www.patentlyapple.com/patently-apple/2021/04/apples-iphone-was-the-leading-smartphone-in-q1-taking-35-of-us-sales-and-42-of-global-smartphone-profits.html#:~:text=not%20execute%20commands-,Apple's%20iPhone%20was%20the%20leading%20Smartphone%20in%20Q1%20taking%2035,from%20Apple%2C%20Samsung%20and%20OnePlus https://www.patentlyapple.com/patently-apple/2021/04/apples-....
[2] https://www.statista.com/statistics/218089/global-market-share-of-windows-7/ https://www.statista.com/statistics/218089/global-market-sha...
[3] https://www.investopedia.com/ask/answers/09/antitrust-law.asp https://www.investopedia.com/ask/answers/09/antitrust-law.as...
- yellowfish 5y agoIt's just teams replacing skype and easy enough to disable, the issue with IE was strong arming I doubt Microsoft is going to strong arm slack at any other level.. same goes for Onedrive/iCloud
- MajorBee 5y agoRelevant snippet from the Wiki article on the Microsoft antitrust lawsuit: "The plaintiffs alleged that Microsoft had abused monopoly power on Intel-based personal computers in its handling of operating system and web browser integration. The issue central to the case was whether Microsoft was allowed to bundle its flagship Internet Explorer (IE) web browser software with its Windows operating system. Bundling them is alleged to have been responsible for Microsoft's victory in the browser wars as every Windows user had a copy of IE. It was further alleged that this restricted the market for competing web browsers (such as Netscape Navigator or Opera), since it typically took a while to download or purchase such software at a store. Underlying these disputes were questions over whether Microsoft had manipulated its application programming interfaces to favor IE over third-party web browsers, Microsoft's conduct in forming restrictive licensing agreements with original equipment manufacturers (OEMs), and Microsoft's intent in its course of conduct." To draw parallels between that lawsuit and this discussion: 1. I guess the download effort of Slack isn't really a concern anymore. And while I have no idea of the feature parity between the free versions of Teams and Slack, the free versions of both apps should probably be sufficient for casual users (i.e. the inertia of entering payment information is not a concern). 2. I have no idea if Microsoft has added any secret sauce to Windows 11 that would make Teams run better on Windows owing to tighter in-house integration. But if this is true, and Slack (or other competitors) won't be able to use this to boost their own performances as much, I suspect this could be a big deal.