4 ms·

I mean, ignoring our personal preferences, which of those two halves of the business sounds like it's sustaining the other? I see a bunch of (cool) tools in on

I mean, ignoring our personal preferences, which of those two halves of the business sounds like it's sustaining the other? I see a bunch of (cool) tools in one column, some of which admittedly might encourage people to use Windows or other paid MS products, albeit less so than in the past; in the other I see a lot of solid recurring revenue streams.

delta_p_delta_x 4y ago
Azure is Microsoft's biggest money-maker, not the inclusion of ads in Windows. Windows itself drives 12% of Microsoft sales[1]. [1]: https://www.kamilfranek.com/microsoft-revenue-breakdown/ https://www.kamilfranek.com/microsoft-revenue-breakdown/
- emodendroket 4y ago
  I think Azure is a bit of an awkward fit in the group, but just sticking with it, it's still eclipsed if we combine Windows, search advertising, "enterprise services," and Office, which would all seem to fit in the originally-provided "bad" group.
- TheRealDunkirk 4y ago
  I long for the day when someone will dissect the numbers, and show how much of Windows' vaunted desktop share is due to corporate licenses. I think it would show that -- when people are buying with their own money -- they're preferring Macs 2-to-1 over PC's now.
  - dagw 4y ago
    when people are buying with their own money -- they're preferring Macs 2-to-1 over PC's now. I suspect that most people actually spending their own money are spending less than $1000, which more or less puts Apple out of the running.
    - TheRealDunkirk 4y ago
      And I suspect that the majority of people looking for sub-$1,000 computers are buying iPads, not crappy plastic HP's.
      - wakaru44 4y ago
        I would suspect the people looking for computers under 1k will get the plastic hp because they need a computer, and will get the cheap android tablet when they want a tablet. source: all my relatives and acquaintances that can't afford apple take those exact choices.

delta_p_delta_x 4y ago

Azure is Microsoft's biggest money-maker, not the inclusion of ads in Windows. Windows itself drives 12% of Microsoft sales[1]. [1]: https://www.kamilfranek.com/microsoft-revenue-breakdown/ https://www.kamilfranek.com/microsoft-revenue-breakdown/

emodendroket 4y ago
I think Azure is a bit of an awkward fit in the group, but just sticking with it, it's still eclipsed if we combine Windows, search advertising, "enterprise services," and Office, which would all seem to fit in the originally-provided "bad" group.
TheRealDunkirk 4y ago
I long for the day when someone will dissect the numbers, and show how much of Windows' vaunted desktop share is due to corporate licenses. I think it would show that -- when people are buying with their own money -- they're preferring Macs 2-to-1 over PC's now.
- dagw 4y ago
  when people are buying with their own money -- they're preferring Macs 2-to-1 over PC's now. I suspect that most people actually spending their own money are spending less than $1000, which more or less puts Apple out of the running.
  - TheRealDunkirk 4y ago
    And I suspect that the majority of people looking for sub-$1,000 computers are buying iPads, not crappy plastic HP's.
    - wakaru44 4y ago
      I would suspect the people looking for computers under 1k will get the plastic hp because they need a computer, and will get the cheap android tablet when they want a tablet. source: all my relatives and acquaintances that can't afford apple take those exact choices.