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Microsoft did decline. Windows, office MSFT mobile and Xbox have either stagnated at the top or declined. Now, stagnation at a few dozen billions in revenue is
by screye 3y ago
Microsoft did decline. Windows, office MSFT mobile and Xbox have either stagnated at the top or declined. Now, stagnation at a few dozen billions in revenue is still good. But very much legacy company stuff.
Microsoft built a whole another company called Azure. Smartly acquired 2 other companies called LinkedIn and Github. Then invested early in the biggest phenomenon of the post covid world - Openai.
Google ended the 2000s with Ads, Search, Youtube and Android. It's 2023 and not much has changed. Facebook sustains it's growth entirely through multi-billion$ acquisitions.
In all cases, the original middle management did very little to help.
Azure is the only exception.
- newshackr 3y agoGCP has had growth, like Azure
- rchaud 3y agoOffice has stagnated? It's the first thing orgs require third-party apps to integrate SSO for. Office 365 + Sharepoint is a major, major business.
- wbl 3y agoThere is no other earth to sell copies of Office to. Very hard to have growth there.
- rchaud 3y agoBy that metric, Slack, Jira etc are finished because they don't sell to alien civilizations. The number of employees that need Office 365 accounts is always going to be more than the number that need a Figma, Salesforce or chatGPT account.
- taylodl 3y agoAnd? All you've pointed out is Wall Street's demand for eternal growth is untenable, as if we didn't already know that.
- wbl 3y agoThere's lots of things Microsoft can do to make Windows more valuable and thus charge more for it, and additional services they can sell. They didn't just sell Windows but also a ton of software on top (Encarta, Flight Simulator), added game consoles, made the OS more stable etc. But that doesn't mean a single product line will continue to grow vs. stagnate. You only get to invent the word processor once.
- Spooky23 3y agoFrom a stock perspective, yes.