3 ms·
> Is Microsoft today in a fundamentally problematic position ? I mean… pretty obviously yes? Windows is rotting on the vine, Azure is nowhere near the market
by stouset 3y ago
> Is Microsoft today in a fundamentally problematic position ?
I mean… pretty obviously yes?
Windows is rotting on the vine, Azure is nowhere near the market share of other players, and while they still have a large installed base of users they’ve done nothing particularly noteworthy in like a decade at this point.
If there’s anyone on the path to being the next IBM it’s them.
- the_duke 3y agoOther points aside, Azure is doing perfectly well, and is much bigger than Google Cloud. Almost every large company is already a Microsoft customer, and MS does a great job upselling Azure to many of them. (recent estimates are AWS ~33%, Azure 23%, GC 10%)
- wincy 3y agoAzure has over twice the market share of Google’s Cloud platform and the second largest cloud provider? How is that a failure?
- davepeck 3y agoAzure ($75.3B in 2022 revenue) is only slightly smaller than AWS ($80B). It’s GCP ($26.28B) that’s way behind. Microsoft has always known how to sell through its channels.
- ojbyrne 3y agoI think a lot of people spend time on LinkedIn these days. And GitHub.
- permo-w 3y agoand using ChatGPT