I've always used a lot of MS products, but really thought they'd be close to dying by now. Maybe they can make some money renting Azure Linux boxes, but doesn't seem like a strategic advantage any more like Windows is.
> 135 million active Office 365 business users, alongside 30.6 million Office 365 consumer subscriptions.
> a 93 percent jump in Azure revenue.
> Microsoft has once again returned Surface to the important billion dollar business target.
> Xbox software and services revenue has grown 24 percent,
> LinkedIn has now been included in Microsoft’s earnings reports for a full year now, and the social network was responsible for $1.3 billion of revenue this quarter.
> Pro licenses of Windows grew 11 percent this quarter
Like, which bit of this sounds like a company "close to dying"?
"Nobody uses Windows anymore, it's too common".
In a few moments googling I haven't been able to find if SQL Server is still a billion dollar business, or the other ten billion-dollar things they used to have still hold up today (Windows, Windows Server, Office, XBox, SQL, System Center, Exchange, SharePoint, Visual Studio, Dynamics, Advertising). Off the top of my head I'd guess Exchange and SharePoint income moves to Office 365 and System Center moves to inTune Cloud, but even if the rest have declined seriously, it doesn't seem likely that corporate use of Visual Studio and SQL Server and Bing Advertising would all have fallen by >75% in 8 years, does it?
I know folks are obsessed with market cap for some reason, but I'm curious here: what portions of either company are public vs. privately held? Is there a material difference we should be considering here as a multiple instead of basic "outstanding shares * share value" to make this apples to apples? For example, if outstanding shares are 95% of MS, but only 92% of Apple's equity, etc.
I couldn't find this information myself in a cursory search, but I'd gather it's easy enough to find out if you know where to look. Thanks for the help.
[+] [-] nopriorarrests|7 years ago|reply
[+] [-] beefman|7 years ago|reply
[+] [-] rb808|7 years ago|reply
[+] [-] jodrellblank|7 years ago|reply
https://www.theverge.com/2018/4/26/17286900/microsoft-q3-201...
> 135 million active Office 365 business users, alongside 30.6 million Office 365 consumer subscriptions.
> a 93 percent jump in Azure revenue.
> Microsoft has once again returned Surface to the important billion dollar business target.
> Xbox software and services revenue has grown 24 percent,
> LinkedIn has now been included in Microsoft’s earnings reports for a full year now, and the social network was responsible for $1.3 billion of revenue this quarter.
> Pro licenses of Windows grew 11 percent this quarter
Like, which bit of this sounds like a company "close to dying"?
"Nobody uses Windows anymore, it's too common".
In a few moments googling I haven't been able to find if SQL Server is still a billion dollar business, or the other ten billion-dollar things they used to have still hold up today (Windows, Windows Server, Office, XBox, SQL, System Center, Exchange, SharePoint, Visual Studio, Dynamics, Advertising). Off the top of my head I'd guess Exchange and SharePoint income moves to Office 365 and System Center moves to inTune Cloud, but even if the rest have declined seriously, it doesn't seem likely that corporate use of Visual Studio and SQL Server and Bing Advertising would all have fallen by >75% in 8 years, does it?
[+] [-] bsder|7 years ago|reply
Microsoft Office is a virus and Windows is just the vector.
[+] [-] sailfast|7 years ago|reply
I couldn't find this information myself in a cursory search, but I'd gather it's easy enough to find out if you know where to look. Thanks for the help.
[+] [-] a13n|7 years ago|reply
[+] [-] sushid|7 years ago|reply
[+] [-] rjakobsson|7 years ago|reply
[+] [-] mpweiher|7 years ago|reply
Apple P/E: 14,57 MS P/E: 43.82