> "
Yeah, Azure/365. What else do they have? Windows is more and more irrelevant. Browser; lost the war. Github; an expensive side-business. Xbox; a billion dollar money pit with their leaders at the top praying for Halo Infinite. Consumer hardware; nothing."
I started to copy chunks out of their 2020 Q1 and 2020 Q4 earnings reports, but there's too much. If you genuinely think their revenue was significantly from Internet Explorer, that nobody really uses GitHub, that Azure is a few virtual machines, and they have nothing else - you should skim read them[1][2]. Here are some excerpts:
"record Xbox Live monthly active users, console, mobile and PC. Ten years in, Minecraft is stronger than ever, with record revenue and usage". Money pit? Cash cow.
"GitHub has grown, up more than 30 percent since our acquisition a year ago. And more than 2 million organizations use GitHub" in Q1 followed by "3 million organizations using GitHub" by Q4. "The state of California is using GitHub and Azure DevOps to power 90 percent of its digital COVID-19 response infrastructure. All 5,000 engineers at Autodesk rely on GitHub to break down silos across the organization. And, at Etsy, developers are using GitHub to deploy to production more than 50 times per day", "At Ford Motor Company alone, 8,000 employees use GitHub". An "expensive side project" giving them huge growth and a foot-in, or extended lock-in, at a ton of companies.
"Azure Active Directory Premium, used by more than 100,000 organizations" in Q1 followed by "used by 200,000 organizations" by Q4.
"partnership with SAP, making Azure the preferred destination for every SAP customer." (SAP is a huge enterprise company and has 400k business customers).
"LinkedIn revenue increased 25 percent" in Q1, and by Q4 "Content shared was up nearly 50 percent year over year, and LinkedIn Live streams were up 89 percent since March. Professionals watched nearly four times the amount of LinkedIn Learning content in June than they did a year ago".
"sixty-nine organizations now have more than 100,000 users of Teams, and over 1800 organizations have more than ten thousand users of Teams."
"Power Platform already has more than 2.5 million monthly active citizen developers."; "Power Apps monthly active users increased 170 percent year over year."
"OEM Pro revenue grew 19 percent, ahead of the commercial PC market, driven by strong Windows 10 demand", "on-premises server business grew 12 percent".
"96 percent of the Fortune 500 now use Power BI to find insights in their data." up from 84% in Q1.
"our commercial cloud, which surpassed $50 billion in revenue for the first time – up 36 percent year over year"
"In June alone, 13.5 billion transactions were processed in Azure Cognitive Services. 2.5 billion messages sent. 9 million hours of speech transcribed"
"material growth in the number of $10 million plus Azure contracts" in both Q1 and Q4.
In Q4 "Commercial cloud revenue grew 30 percent. Office 365 commercial revenue grew 19 percent. LinkedIn revenue increased 10 percent. In Surface, revenue grew 28 percent. In Windows, overall OEM revenue grew 7 percent. Windows Commercial products and cloud services revenue grew 9 percent. Azure revenue grew 47 percent. Per-user business, growth continued to moderate given the size of our enterprise mobility installed base, which grew 26 percent to over 147 million seats. In Gaming, revenue increased 64 percent."
[1] https://view.officeapps.live.com/op/view.aspx?src=https://c....
[2] https://view.officeapps.live.com/op/view.aspx?src=https://c....