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The "Big 4" Technology Companies: Apple, Google, Facebook, Amazon all have their primary business models around targeting consumers of which the trend is that m
by mythz 11y ago
The "Big 4" Technology Companies: Apple, Google, Facebook, Amazon all have their primary business models around targeting consumers of which the trend is that more of them are turning towards using Internet-capable mobile devices as their preferred computing device. This isn't a hypothetical trend far off into the future, Apple is already the largest company in the world because of its success and focus on non-PC devices.
This is why Devices vs PC Market share is very relevant for gauging Company trajectories, the gateway to consumers is moving "Post-PC" to Internet Devices where those with business models that benefit from a strong mobile presence are set to prosper in future.
With Microsoft's flailing Windows Phone and Surface their grip on consumer mind-share is steadily declining, they've still got Office to target end-users but even this is focused on Business users whilst Xbox and Minecraft targets gamers. Skype's a popular App that they may be able to do something with, but ultimately it's just an App on a much larger Mobile ecosystem.
Their Azure cloud platform does benefit from Companies hosting their Mobile Web Service on Azure and Windows/SQL Server Licenses so they'll have a healthy income for many years to come, but unless they have a prosperous mobile strategy they're going to miss the next lucrative computing platform which will affect their mindshare with Consumers and overall growth vs the Big 4.