Microsoft is now worth more than Alphabet
fastcompany.com
Microsoft is now worth more than Alphabet
1–10 of 183 posts
Re: Microsoft is now worth more than Alphabet
#2Simply speaking they actually make more products people like to use.
Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible.
MS collects user data but so do Ubuntu and CentOS... not to the extent Google and FB do it.
Re: Microsoft is now worth more than Alphabet
#3I'm puzzled why "Proven"s comment is dead? What they wrote seems accurate. There is no reason why this comment should be downvoted, and certainly no reason why the comment should be dead. This is what they wrote:
Simply speaking they actually make more products people like to use.
Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible.
MS collects user data but so do Ubuntu and CentOS... not to the extent Google and FB do it.
Microsoft Windows
Microsoft SQL Server
Microsoft Office
For awhile, circa 2005-2015, there was some thought that Microsoft's products were going to be replaced by online equivalents, and was a contributing factor that held down Microsoft's stock at that time. But it is now clear that Microsoft's products are going to survive. Partly, Microsoft has adapted to the online world, and partly, large enterprises are more comfortable with Microsoft's model, rather than Google or Zoho or Wufoo or any other online replacements.
Microsoft Excel remains the default lingua franca of business. Google Docs and Spreadsheets has not replaced Office.
And SQL Server continues to have a huge number of fans, even in a world full of very good open source databases.
Re: Microsoft is now worth more than Alphabet
#4Kind of interesting to see Microsoft & Amazon 'passing by' Google lately, considering how much more earning power they have than either of them.
Even if Amazon didn't spend a dime on R&D the most they could've earned on operating income is ~$26B, if Microsoft zeroed out their R&D they could've had about ~$35B.
Meanwhile, if Google decided to go full-profit last year they would've had on the order of $42B.
Re: Microsoft is now worth more than Alphabet
#5I dont really understand this. The race for hosting VMs/Containers is a great short term opportunity but there is no long term differentiation to be had. I suspect in 10-20 years Azure wont make much money . Meanwhile Windows and Office are still popular but not as compelling as they used to be. Xbox? I'm not sure why Microsoft is so popular with investors.
Re: Microsoft is now worth more than Alphabet
#6Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so do Ubuntu and CentOS... not to the extent Google and FB do it.
For Google, there's also Android, Gmail, Google Drive and Google docs
Re: Microsoft is now worth more than Alphabet
#7I'm puzzled why "Proven"s comment is dead? What they wrote seems accurate. There is no reason why this comment should be downvoted, and certainly no reason why the comment should be dead. This is what they wrote: Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so d…
>certainly no reason why the comment should be dead.
probably shadow banned. take a look at his comment history.
Re: Microsoft is now worth more than Alphabet
#8Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so do Ubuntu and CentOS... not to the extent Google and FB do it.
Google owns five of the top ten apps used on all smartphones. Not aware of any for MS?
Plus Google owns the top 2 web sites.
http://www.businessinsider.com/most-used-smartphone-apps-201... The 10 most used smartphone apps - Business Insider
Re: Microsoft is now worth more than Alphabet
#9I dont really understand this. The race for hosting VMs/Containers is a great short term opportunity but there is no long term differentiation to be had. I suspect in 10-20 years Azure wont make much money . Meanwhile Windows and Office are still popular but not as compelling as they used to be. Xbox? I'm not sure why Microsoft is so popular with investors.
10-20 years is a looooong time for quarterly results focused “investment”
Re: Microsoft is now worth more than Alphabet
#10Simply speaking they actually make more products people like to use. Google essentially has just one, and it’s based on diminishing user privacy to the maximum extent possible. MS collects user data but so do Ubuntu and CentOS... not to the extent Google and FB do it.
For Google, there's also Android, Gmail, Google Drive and Google docs
Overwhelming majority of revenue for Google doesn't come from consumer devices and services... but rather, from advertising. Microsoft has tried hard to get into that arena, but it seems nobody can really edge out Google.
Of course, most of Google's devices and services funnel data into the advertising system... but they also do have paid services that are pretty popular, GSuite (Google Apps for Business), Google Domains, Google Drive Storage (paid storage above the 10GB they give everybody for free), and some others.