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Windows is more and more of a distraction and an expense Is it? Or is it simply not the New Hotness with the biggest growth? If this source is to be believed
by snozolli 2y ago
Windows is more and more of a distraction and an expense
Is it? Or is it simply not the New Hotness with the biggest growth?
If this source is to be believed, Windows accounted for almost $25 billion in 2022, up from $20 billion in 2018.
To me, it sounds like the same problem that Microsoft has had for years: if it's not showing explosive growth, then it gets ignored.
- BeefWellington 2y agoAdjusting for inflation, those numbers suggest very minimal growth. But also, if you look at their 2023 report[1] it is contracting substantially: Windows revenue decreased $3.2 billion or 13% driven by a decrease in Windows OEM. Windows OEM revenue decreased 25% as elevated channel inventory levels continued to drive additional weakness beyond declining PC demand. Windows Commercial products and cloud services revenue increased 5% driven by demand for Microsoft 365. Some of that may be cyclical because hardware purchases went way up during the pandemic period and are coming back down to earth, but that doesn't matter anymore to stock value when investors are chasing quarterly or annual performance. [1]: https://www.microsoft.com/investor/reports/ar23/index.html https://www.microsoft.com/investor/reports/ar23/index.html
- snozolli 2y agoAdjusting for inflation, those numbers suggest very minimal growth. Adjusting for inflation, that's still a two billion dollar increase. I wish I had problems like that. As for the rest, you're demonstrating my point. GGP talked about Windows being a "distraction and an expense" when it's still generating tens of billions in revenue. That's not a distraction and expense, that's a cornerstone.