I recently had dinner in Bellevue with an individual who holds a relatively senior position within Microsoft’s executive leadership. During our conversation, she emphasized repeatedly that Microsoft does not primarily view its offerings as consumer products. According to her, the company’s leadership is strongly focused on B2B strategy, with revenue growth driven mainly by Azure, AI, and enterprise solutions. Her per…
> During our conversation, she emphasized repeatedly that Microsoft does not primarily view its offerings as consumer products. Nowadays phones, tablets and game boxes are the consumer products. Currently they outnumber consumer windows desktops by about 6 or 7 to 1 [0]. 5 years ago, it was about 3.5 to 1. Microsoft doesn't seem to have much control over this. They are executing a pivot in response. [0] https://learn…
What. MacOS doubled from December to the next may, then cut in half by the next December? I’m skeptical. It also talks about approval ratings for OS X Lion, from 14 years ago. I think that site is powered by a set of dice.
I think your overall point is correct, but I’m doubting that reference as an accurate data source.