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Re:Microsoft’s Q4 earnings and 2020 expectations by endorphone on Friday July 19, 2019 @12:53PM (#20480322)
What a lot of people here do think is that Microsoft has lost the technology leadership role that they once had. I've been programming for two+ decades, and there was a time when Microsoft could allude to something and the entire industry would race to try to not be left behind. A lot of people on here are too young to remember this, but it cannot be overstated how absolutely dominant Microsoft was in tech. Their earnings were much less, but their influence was absolute, and those technet and MSDN discs were the holy information conduit for the industry.

Now...the company has its corner, but that's it. They provide a lot of valuable products that obviously make them a tonne of money, and they've been executing fantastically, but if you're a Linux or Mac developer who never touches a single Microsoft product, and pays no heed to whatever Microsoft is talking about or doing, you're probably perfectly fine doing that.

IBM created the PC, and was influential in a lot of critical areas. Now they are just...there. They make revenue pushing up towards Microsoft levels, but you can safely completely ignore them.

Re:Microsoft’s Q4 earnings and 2020 expectations by wvenable on Friday July 19, 2019 @01:22PM (#20480630)
> Now...the company has its corner, but that's it.

Microsoft is the most diversified tech company of the top tech companies. They have cloud, software, hardware, game consoles, search engine, development tools.

> if you're a Linux or Mac developer who never touches a single Microsoft product, and pays no heed to whatever Microsoft is talking about or doing, you're probably perfectly fine doing that.

The interesting thing now is that you can be a Linux or Mac developer and actually be able to use many Microsoft products. VS code is my favorite editor or any platform (actually I use it more on Linux than on Windows). I'm working on a project right now in .NET that will run as well on a Raspberry Pi as it does on Windows.

I think that the market grown so significantly that no company is ever going to have the tech leadership that Microsoft had in the 90's and early 2000's. But I think Microsoft is positioning themselves to great things after fumbling though the last 5-10 years.

Re:Microsoft’s Q4 earnings and 2020 expectations by endorphone on Friday July 19, 2019 @01:51PM (#20480901)
By corner I didn't mean niche. I meant that they're a vendor at the market, they aren't the vendor, or a central vendor. You might go over and peruse their wares, or maybe you won't.

"They have cloud, software, hardware, game consoles, search engine, development tools."

IBM did exactly the same thing.

And FWIW, the overwhelming bulk of Microsoft's revenue comes from enterprise sales of Office and Windows. They make money on exactly the same things they made money on 20 years ago, but the pie is so much bigger they make a lot more of it.

Re:Microsoft’s Q4 earnings and 2020 expectations by wvenable on Friday July 19, 2019 @02:18PM (#20481134)
> I meant that they're a vendor at the market, they aren't the vendor, or a central vendor.

Depends. In corporate environments, which is still a massive market, they are the central vendor. At it seems they're actually making even more headway there. Microsoft hasn't really lost influence, it's just the market is so much bigger now that influence isn't total. And they're making in-roads in those other markets.

Microsoft missed out on mobile but that's a new market rather than a loss of their existing market. And now that's a growth opportunity for them.

> IBM did exactly the same thing.

I think you're point is to say that Microsoft is the new IBM but I don't think that follows. IBM has always been IBM even when they owned much more of the market. Even Microsoft hated working with them.

> And FWIW, the overwhelming bulk of Microsoft's revenue comes from enterprise sales of Office and Windows.

Less than 50% now (see my other comment).

Re:Microsoft’s Q4 earnings and 2020 expectations by ethbro on Friday July 19, 2019 @03:14PM (#20481617)
Presumably 1st gen IBM wasn't such a punchline.

Most of their dysfunction seems to be driven by monetizing legacy products, but there was a time when they didn't have any legacy products.

Re:Microsoft’s Q4 earnings and 2020 expectations by aliswe on Friday July 19, 2019 @02:36PM (#20481301)
Are you saying that Microsoft is not a central vendor for cloud? If so, how?

And about the overwhelming bulk of their revenue veing from the same sources as 20 years ago, it seems their operating revenue is 60% cloud services, admittedly a lot of that is office 365 but let's not forget azure revenue which although lumped together in statements must be huge.

Re:Microsoft’s Q4 earnings and 2020 expectations by dwaltrip on Saturday July 20, 2019 @01:20AM (#20484321)
Huh, I just found an article [1] which puts Microsoft Azure solidly at #2, behind AWS. It's interesting, I did not realize this was the case. But I do wonder how they calculated that if Azure numbers aren't public.

[1] https://techcrunch.com/2019/07/18/azure-revenue-continues-to...

Re:Microsoft’s Q4 earnings and 2020 expectations by dmix on Sunday July 21, 2019 @05:07PM (#20493673)
> The growth rates for FY19 were, Q1: 76%, Q2: 76%, Q3: 73% and all the way down to 64% this quarter.

Must be nice having 64% growth be a worrying number.

Microsoft went all in marketing Azure, this isn't too surprising to me. They don't mess around when they launch products/services. Their marketing to corporate CTO/CIOs is a well tuned machine.

They even tried to hit up startup devs which didn't go over as well.

Re:Microsoft’s Q4 earnings and 2020 expectations by dijit on Monday July 22, 2019 @05:45AM (#20496529)
it's because they consider o365 part of cloud, and google didn't until this year.
Re:Microsoft’s Q4 earnings and 2020 expectations by dgemm on Friday July 19, 2019 @09:11PM (#20483618)
> Microsoft is the most diversified tech company of the top tech companies. They have cloud, software, hardware, game consoles, search engine, development tools.

I think Amazon is probably far more diversified than Microsoft. Unless they are so diversified that they aren't even considered a "tech" company anymore.

Re:Microsoft’s Q4 earnings and 2020 expectations by scarface74 on Friday July 19, 2019 @01:48PM (#20480860)
Microsoft is the most diversified tech company of the top tech companies. They have cloud, software, hardware, game consoles, search engine, development tools.

And none of those make significant amounts of profit besides cloud, Office, and Windows

Re:Microsoft’s Q4 earnings and 2020 expectations by wvenable on Friday July 19, 2019 @02:11PM (#20481081)
https://www.visualcapitalist.com/how-tech-giants-make-billio...

Bing and gaming alone makes almost as much as Windows. Devices and LinkedIn makes half as much as Windows and a 1/3 the revenue of Office. These aren't peanuts.

Re:Microsoft’s Q4 earnings and 2020 expectations by scarface74 on Friday July 19, 2019 @02:24PM (#20481192)
That’s revenue not profit....
Re:Microsoft’s Q4 earnings and 2020 expectations by wvenable on Friday July 19, 2019 @02:26PM (#20481205)
When we're talking about diversification, I think revenue is a reasonable metric.
Re:Microsoft’s Q4 earnings and 2020 expectations by scarface74 on Friday July 19, 2019 @02:36PM (#20481294)
Why? Revenue without profit is meaningless. If their profitable segments stop making money then what is there to fund operations or the none profitable segments?

Anyone can sell $1.00 for $0.95 as long as they have a means of getting money from other sources.

Re:Microsoft’s Q4 earnings and 2020 expectations by basch on Friday July 19, 2019 @02:43PM (#20481366)
If linkedin revenue means they have a third of all marketshare in that vertical, and they use linkedin to add value to their core services, and attract people shopping for bundles, linkedins worth to microsoft is more than just revenue. It could easily be a loss leader just like roast chicken, to get you in the grocery store, and away from shopping at Salesforce.
Re:Microsoft’s Q4 earnings and 2020 expectations by scarface74 on Friday July 19, 2019 @02:50PM (#20481436)
I wasn’t questioning LinkedIn as much as gaming and Bing. But diversification based on revenue doesn’t decrease risk. If in the unlikely event that Windows and Office profits crater, revenue without profit won’t help.
Re:Microsoft’s Q4 earnings and 2020 expectations by o-__-o on Saturday July 20, 2019 @01:31PM (#20487117)
Unlikely, Kind of like Coca Cola becoming worthless because soda profits could come to an end.
Re:Microsoft’s Q4 earnings and 2020 expectations by scarface74 on Saturday July 20, 2019 @04:53PM (#20488304)
I completely agree and I actually said in the “unlikely event”, but that doesn’t negate the fact that having a lime of business that isn’t profitable doesn’t help the company from a decreased risk stand point.
Re:Microsoft’s Q4 earnings and 2020 expectations by o-__-o on Sunday July 21, 2019 @08:21PM (#20494569)
> lime of business

i see what you did there

Re:Microsoft’s Q4 earnings and 2020 expectations by sys_64738 on Saturday July 20, 2019 @11:14AM (#20486212)
They're loss leaders though which builds the brand. Microsoft is everywhere which is what matters to the marketing dept.
Re:Microsoft’s Q4 earnings and 2020 expectations by moksly on Friday July 19, 2019 @02:01PM (#20480990)
I don’t know, I work in the public sector where we have been in bed with Microsoft for decades and I don’t think their monopoly on non-tech enterprise has ever been stronger. There is really no alternative to Office365 that wouldn’t cost us billions in non-tech areas because our 5000 users don’t know how not to use it and we don’t know how to manage them without Active Directory and ADFS.

I think your description of them on the development front is accurate. But I think that’s on purpose. With Azure they don’t really care if we use .Net anymore because that’s not what they need us to do to sell us cloud. Node very quickly became a first class citizen in Azure for instance, integrating well with stuff like application insights and other Azure DevOps features. Sure we could take our Node apps to AWS, but that doesn’t really make sense when we’re already buying into the Microsoft cloud with Office365.

I’m sure tech-heavy companies can afford to ignore Microsoft, but the public sector of Europe is a billion dollar industry for tech companies and Microsoft owns it.

Re:Microsoft’s Q4 earnings and 2020 expectations by tracker1 on Friday July 19, 2019 @02:24PM (#20481193)
What I do appreciate is how much effort MS has put into improving various application platforms and making sure they run well everywhere (mostly). I use Windows, Mac and Linux regularly and appreciate everything that runs everywhere mostly the same.

As to Azure cloud, they are okay and probably worth it in some circles. I think AD and O365 in Azure are absolutely worth it. I'm, however, unsure if Azure as a whole is as worth it. It looks like k8s is winning the core infrastructure war and allows you to do things wherever you want. And while I think Azure Storage services are absolutely great to work with compared to competing cloud offerings, they are all a bit of a lock in.

Best to stay as close to open and portable as possible, or go all in on a single cloud. Everyone's use case is different.

Re:Microsoft’s Q4 earnings and 2020 expectations by basch on Friday July 19, 2019 @02:39PM (#20481335)
https://azure.microsoft.com/en-us/services/kubernetes-servic...

Microsoft is a clear number two in marketshare, you really cant discount how much of enterprise america would rather do business with Microsoft than other vendors. https://techcrunch.com/wp-content/uploads/2019/07/CIS_Q119.j...

Re:Microsoft’s Q4 earnings and 2020 expectations by spatley on Friday July 19, 2019 @03:32PM (#20481751)
One of Azure’s big selling points is “not amazon” which hols a lot of appeal for retail and other enterprise clients. “Good enough” will get you miles along in that segment.
Re:Microsoft’s Q4 earnings and 2020 expectations by kerng on Friday July 19, 2019 @10:32PM (#20483837)
It doesnt matter, since Microsoft recently started embracing things, rather the duplicating - e.g. you can perfectly well run Kubernetis on Azure.
Re:Microsoft’s Q4 earnings and 2020 expectations by la_barba on Friday July 19, 2019 @01:43PM (#20480822)
Well, MS makes the platform/tools so that others can do cool stuff with it. So even if you don't touch a MS product, because of the massive scale of the platform, you're probably right in the middle of stuff created using MS tech. Maybe your company accountant does taxes on windows or your ATM runs some gimped version of Windows (shudder! :)), or maybe the movie you saw was post processed on some windows machine, or maybe the factory that built stuff you use daily uses windows software for their SCADA system, or in our case all of our equipment (biotech) is controlled through windows software, etc.

I think that "technology" especially languages and toolkits and such are super overrated. They're just a means to an end. The functionality contained in the executable in what matters to the actual end-user, not the technology or the platform. And all this is ofcourse super obvious and many companies get this. And yet I don't think any company comes close to providing the level of backwards compatibility and platform stability of Windows. Just a couple of months ago, one of our older WinXP PCs shit the bed, and we replaced it with a W10 box. I was kinda half-expecting the software compatibility for 20 year old software to be a complete shitshow, but we ran the setup and everything just worked out of the box. Thats just once anecdote of course, and there is nothing technical that prevents other platforms from doing the same, except that people don't want to work on boring tasks like keeping stuff working and ticking along, because it doesn't challenge them. But I think that is the secret sauce that makes them the big bucks.

Re:Microsoft’s Q4 earnings and 2020 expectations by ci5er on Friday July 19, 2019 @03:36PM (#20481771)
> IBM created the PC, and was influential in a lot of critical areas. Now they are just...there. They make revenue pushing up towards Microsoft levels, but you can safely completely ignore them.

You can? I assume you don't work in Global2000 Enterprise IT?

Re:Microsoft’s Q4 earnings and 2020 expectations by elorant on Friday July 19, 2019 @01:29PM (#20480693)
Everyone has its corner. Apple is irrelevant in web. Google in enterprise. Oracle in mobile. We can't expect one company to dominate all markets. That's not possible, not to say unhealthy for innovation.