Oct 27, 2017
7,466
PCs were the primary computing device for most people in the past, and that role is slowly but surely being taken over by the smartphone... he's not wrong in that, regardless of anyone's qualitative opinion about OSes.
He's completely wrong about that though. Show me people doing serious computing on iOS or Android. iOS is still so limited that despite having amazing processors in them, new 1000+ dollar iPads are essentially useless to anyone other than artists.
 

famikon

Banned
Oct 25, 2017
4,604
ベラルーシ
He's completely wrong about that though. Show me people doing serious computing on iOS or Android. iOS is still so limited that despite having amazing processors in them, new 1000+ dollar iPads are essentially useless to anyone other than artists.
AU1kWpt.png

^ "cloud-first, mobile-first future"

As you see , now Windows bring only 9% for them, so Nadella was right.
 

chromatic9

Member
Oct 25, 2017
2,003
That's very good indeed.

Doesn't seem that long ago the share price was going sideways for years. They've adapted really well, they were facing a brick wall.
 

lunarworks

Member
Oct 25, 2017
23,561
Toronto
Please tell us more about how Android and iOS are replacing Windows. I mean shit, Apple fans have been wishing iOS could replace MacOS for years, but yet it remains a turd. And you have it towering over Window's corpse. LOL
Enterprise is locked into Windows for the foreseeable future, but the consumer market has become completely disrupted.

Many people have their phones as their primary platform, since they can plant their butt anywhere and use it, going back to their desktop/laptop only for more complex needs. When hybrid devices inevitably catch on, they're gonna stick with the OS their phone has. That's why Windows Phone tanking is a serious problem. As for current laptops, Chromebooks are becoming a serious contender, as they're cheap and low-maintenance. So unless you're a gamer or a professional in certain fields, you're no longer dependent on Windows. The platform lock-in Microsoft had hoped to create with their app store isn't materializing either.

This is why someone called them IBM2. Their future is in business needs, with a small side of gaming.
 

jts

Banned
Oct 26, 2017
3,018
He's completely wrong about that though. Show me people doing serious computing on iOS or Android. iOS is still so limited that despite having amazing processors in them, new 1000+ dollar iPads are essentially useless to anyone other than artists.
No one is talking about serious computing. It's about personal computing. As I grew up, kids, the lucky ones at least, had PCs, regardless of serious computing or just for IRC and porn. Nowadays kids are on smartphones, many of them almost exclusively. My SO doesn't have a computer anymore, my dad, his wife, my sister don't have one either. They have their phones (and tablets) where they manage their whole digital lives, photos, social networking, emailing, web browsing, video, the lot that apps and browser allows them to do. Curiously enough, my younger brother does have a PC, for gaming (even that, many kids just do on phones, tablets and consoles). Older generations that didn't "get" the PC now have a smartphone. Younger generations are growing up without any advanced concept of what a PC/Mac can do, besides basic utilization of a keyboard and mouse. The odds are stacked against the PC/Mac when it comes to being a primary computing device for the majority of the population and it will only get worse.
 

Tapeworm

Banned
Oct 25, 2017
898
Hell yes Microsoft laying waste to PlayStation Nation and Apple iSland. Phil Spencer changed the game.
 

Rayne

Member
Oct 25, 2017
3,636
See, only Apple sells like 50-60 million smartphones per quarter. And this is not counting Samsung, LG, OPPO, Xiaomi and many other vendors. Do you really think that PC gaming market is bigger than that?

And how many GPUs nVidia/AMD sells to consumers per quarter?

I never said PC gaming wasn't smaller than mobile gaming. I was arguing that absurd Windows is only relevant for enterprise because that's a ridiculous take. It's smaller than mobile but it's still a multi billion dollar industry.

Enough to remain profitable. Just because something doesn't have all of the market doesn't make it irrelevant.

Finally, the long prophesied Year of Linux has arrived!

Poor Linux :(
 

StudioTan

Member
Oct 27, 2017
5,836
They're becoming IBM #2 basically, this is the only future for them.

On the consumer side - their products already replaced by products from other companies, for example: Windows -> Android/iOS, Office -> Google Docs, Outlook -> Gmail, Surface -> almost everything :)

Man things sure are looking dire for Microsoft.
 

famikon

Banned
Oct 25, 2017
4,604
ベラルーシ
I never said PC gaming wasn't smaller than mobile gaming. I was arguing that absurd Windows is only relevant for enterprise because that's a ridiculous take. It's smaller than mobile but it's still a multi billion dollar industry.
did you miss my posts?

the thing is Nadella himself don't believe in Windows only future – https://techcrunch.com/2014/05/27/m...della-says-weve-entered-the-post-post-pc-era/
Microsoft's new CEO Satya Nadella said the company is looking beyond the post-PC era that we're currently in now, which is defined not by consumers and businesses being tied to a single device. Instead, the company is betting on a cloud-first, mobile-first future.

and see, now Windows is only 9% for MS:

AU1kWpt.png
 

MaulerX

Member
Oct 30, 2017
2,770
See, only Apple sells like 50-60 million smartphones per quarter. And this is not counting Samsung, LG, OPPO, Xiaomi and many other vendors. Do you really think that PC gaming market is bigger than that?

And how many GPUs nVidia/AMD sell to consumers per quarter?


Horrible analogy. It's really not that simple. Those phones are mostly sold as replacements because people are constantly upgrading on a yearly to two year basis.
They are not necessarily in addition to the current install base. People don't replace or even upgrade their PC's as often.
 

Deleted member 9932

User requested account closure
Banned
Oct 27, 2017
5,711
Their recent success is more cloud and office based but i gotta say, i had a surface for a week or so and that shit was great. Surpassed my best expectations
 

Xbox Live Mike

Prophet of Truth
The Fallen
Oct 29, 2017
2,471
USA
They told you about the power of the could, where are the doubters now? But really this is cool and all but it's amazing how volatile the values are, Apple lost a lot of money based on speculation.
 

StuBurns

Self Requested Ban
Banned
Nov 12, 2017
7,273
Surprised Office is bigger than Windows. Not so much their software, but their hardware design has been on-point the last few years.
 

FrakEarth

Member
Oct 25, 2017
3,464
Liverpool, UK
Moving all products online and then charging a subscription model has been a genius move for them. It's eye watering what they're able to charge for some things, and yet in some areas - they are quite a bit more generous than they maybe used to be.

I'd like to see the likes of Amazon and Google challenging them hard on some of the cloud stuff. I could see businesses seriously considering cheaper alternatives to Azure, SQL Server, Office E1 etc.
 

Drain You

▲ Legend ▲
Member
Oct 27, 2017
5,055
Connecticut
A: Didn't realize Apple was number 1 B: Pretty impressive of MS, honestly I've always been on their side as far as product purchasing goes, but they have had a lot of faults over the years, but man Surface Products are great. I have a Surface Pro 3 and Pro and even though its getting long in the tooth I haven't upgraded yet due to not being able to find something with such a great high resolution screen for the price.
 

Deleted member 11173

User requested account closure
Banned
Oct 27, 2017
609
Other for MS is 18%. What does other include?

I'd probably guess patent licensing, custom solutions, consulting, investments, interest from their cash, LinkedIn... but that is 2016 so I bet the graph is a little different now.

Skype is going to be dead and will be replaced by Teams. Teams is bundled with Office 365 so that will end up hurting Slack. Microsoft BI is starting to close the gap with Tableau.

Microsoft is bear trapping the productivity market by the balls.
 
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FaceHugger

Banned
Oct 27, 2017
13,949
USA
My company has been pouring money into Microsoft for cloud, and I know many other companies who have been as well. So I am not surprised a bit to see their cloud and Server segment growing.

Also, the business world will never wean itself off Office (including Outlook). It's just too ubiquitous, too good, has too much "just works" integration, and improves annually.
 

FaceHugger

Banned
Oct 27, 2017
13,949
USA
Good time to get those MS certs if I'm looking to do federal contracting huh?

Wouldn't hurt to take their Azure training just to have it on record, too, if you're expected to architect for the cloud. It looks good to employers looking for people to come help with migration and integration. If you're only infrastructure, the basic and mostly free stuff out there covers most of it. Azure, especially for migrating existing Microsoft environments to the cloud (like Exchange or Sharepoint and all of their associated databases and storage etc) is dead simple. People with years of experience building, integrating, and developing for those environments will be able to figure it out themselves. Though the training still looks good.
 

Thatguy

Banned
Oct 27, 2017
6,207
Seattle WA
Now if only they could a superior product at a convenient price.



Good to see their cloud business doing well. I'm curious to see how they expand on that.
Surface Pro prices are getting extremely competitive. The Go starts at $400. Nobody has figured out how to compete with the surface line in build quality. Also the surface book 2 is pretty much the best laptop on the market Apple included. Xbox is profiteable too. Windows server and office 365 keep being best in class in many respects.