I'm surprised they haven't given up on xbox and games but perhaps there's enough money there to keep it going.
Tinfoil hat thought: Microsoft only focuses on B2B and not consumer market, because they make it so that consumers can only rent from Microsoft and other businesses, not actually own anything. That way, Microsoft can keep jacking up prices as they see fit.
I suspect lingering antitrust concerns are one of the few things standing in the way of locking consumer Windows updates behind a paywall, possibly alongside a "free with ads" version.
Consoles are probably getting phased out, which makes financial sense at this point if they don't manage a massive comeback, and Xbox might try to go with a more Steam-based model (they've been trying for the last decade with not much success), maybe trying to make PCs more console-like with their new Xbox Windows changes, as well as putting AI everywhere, so that's going to be fun!
So we have to eat shit or find open source software to work around MS's garbage check-box-driven software.
In some ways. Less so in others.
For products that get commoditized for home use, the "business focused" high-margin solutions generally lose out to the commoditized solutions focused on end consumers in the long term.
That said, I don't believe the Chromebook lock-in. It's just chrome and the web, which you can get on literally almost every laptop/pc sold today. Should Microsoft be concerned that you don't need windows as more and more things move onto the web? Absolutely. They should be doubling down hard on the gaming ecosystem (which atm still requires windows for certain games) as their hold is eroding week by week.
Step 1 get rid of adware
You might wonder why, if businesses are the target, why not just make Windows a no-frills, solid base for the other offerings? Why slop it up?
The answer there is cultural. Windows needs a large team just to keep supporting it at scale. All those engineers and PMs need career paths, and shiny things with which to sway their managers into promoting them. The strong, experienced, leaders have largely left because they know this isn't a company priority. So you end up with B players promoting C players for slop.
Time goes on and the Bs become Cs, and so on.
So the dynamic is that something that isn't a priority doesn't merely slop evolving, it devolves. We're now several iterations into this process, which will accelerate due to AI.
Micro-slop(tm).
This mentality is very US-American. The cynic in me says: "Simply move the development to a different country to get rid of this problem." ;-)
The house always wins long term, though.
> Her perspective was that consumer-facing products are not the primary revenue drivers and, therefore, are not central to executive priorities.
This does not explain why Microsoft then does not consider the consumer products as "stable (somewhat 'legacy') platforms", i.e. no deep changes and improvements will happen anymore (mostly bugfixes, security fixes and smaller improvements) - at least for the next years.
Considering that
- many Windows users would rather prefer a Windows 7 with small iterative improvements to handle new hardware (including performance improvements for new hardware)
- by quite many Windows users even Windows 2000 is celebrated (and many users would still love to use it if it included support for more modern hardware features and some convenience features that were introduced with newer Windows versions)
I can easily imagine that that this development path for Windows and Office would actually be liked by quite a lot of users.
Instead what Microsoft provides is an enshitification of Windows (and Office) with spyware, telemetry, AI slop, ads, changes for the sake of change, ...: this is clearly not what most users want.
I even have a feeling that this development path would be much cheaper for Microsoft than the AI integrations for Windows and Office for which Microsoft has clearly spent an insane amount of money.
And all of the ERP vendors.
That said, most FOSS devs don't target those platforms for releases, so IMO the same approach should be taken with Microsoft products then.
IBM market cap is 225B, Microsoft market cap is 2.9T. IBM literally lost its matket to Microsoft in 80s and 90s specifically because it was too focused on enterprise...
Literally every corporation and government in the world is slavishly devoted to running all of their end-user computers on it, because Microsoft will let them do unspeakable things to the OS, in the name of security, that wind up having next-to-nothing to do with actually making their data more secure, and only serve to infuriate and spy on the users. My company runs THREE different "end point" security packages on my machine. There are at least 35 scripts that run at all hours of the day to make sure I'm not doing anything I shouldn't. It takes 20 minutes to be usable after a boot up. And the VPN drops several times a day, even though my internet is rock solid. It's an entire, vibrant ecosystem of outsourced, bone-headed, second-and-third-party decision making so that no one in the company or the department or the management or the supply chain has any accountability in case something goes wrong. THAT'S what Microsoft is selling, and IT HAS NO COMPETITION IN THIS CAPACITY.
For years, I've begged people on every social network I've been on, including this one, to find a source of operating system market share that has corporate purchases broken out from personal purchases. This is the closest thing I can find. It shows abysmal numbers for Microsoft, and it's at least a decade out of date. I expect that Microsoft -- who obviously underwrote the entire IT press during the 90's and 00's -- has done quite a lot of work and paid quite a lot of money to make sure that nothing definitive in this regard ever sees the light of day. They have gotten to where they are making sure that Gartner never did anything resembling this.
https://www.extremetech.com/computing/143277-microsofts-shar...
Yes, if you analyse revenue (not profit), sales of Windows count 9% of the total. Microsoft makes around the same percentage from LinkedIn and Xbox as they do from Windows sales.
Cloud is by far the the biggest contributor to revenue.
I'm sorry, what? I don't know if this is because of the developer-bubble mindset on HN (or the wealth gap that comes with that), but Windows adoption on the consumer level is around 70% and close to 90% on the business level. This actually falls short from what I see anecdotically (I don't live in any North-American / European country), which is close to 95% of Windows adoption, in general.
microsoft = 1/apple