[gkcnlr]

By looking at their 2025 shareholder report (Look for the part below "NOTE 18"), Windows is only at the 5th place in terms of revenue source, even below the LinkedIn:

https://www.microsoft.com/investor/reports/ar25/index.html#

I can only think that they do not even care about Windows anymore, let alone Notepad...

[asadm]

Windows is their trojan-horse.

[1vuio0pswjnm7]

Redmond botnet

[DuckConference]

It splits revenue out to 3 categories, "Productivity and Business Processes", "Intelligent Cloud", and "More Personal Computing", with windows as one of several things in the 3rd group. How did you figure it out as a 5th place revenue source?

[gkcnlr]

Search for this: "Revenue, classified by significant product and service offerings"

[gunalx]

You can also kinda read the 3 categories as office, azure, windows. But that is a gross oversimplification.

[Culonavirus]

Microsoft is Windows. Anyone saying otherwise is completely delusional.

Most of M$ office software has alternatives (Google Docs, OpenOffice...), M$ has no AI model and no AI labs to speak of, Github is constantly crashing and burning, Azure is garbage, and they uttery killed Xbox.

Oh and Linkedin is for actual psychopaths.

If Windows dies, all of their other junk that is attached to the platform will die as well.

[hnlmorg]

> Microsoft is Windows. Anyone saying otherwise is completely delusional.

What's delusional is making an unsubstantiated claims and then dismissing any counterarguments before they're made.

> Most of M$ office software has alternatives (Google Docs, OpenOffice...)

True. Yet MS Office is still the de facto standard.

> Github is constantly crashing and burning

True. But that doesn't mean it isn't still a business strategy for MS.

> Azure is garbage

Also true. But that doesn't mean it isn't profitable: "Microsoft Cloud revenue increased 23% to $168.9 billion."

> and they uttery killed Xbox

Quite the opposite. Xbox is thriving: "Xbox content and services revenue increased 16%."

> Oh and Linkedin is for actual psychopaths.

That's subjective. And even if it were true, that's got nothing to do with profitability (eg look at Facebook).

> If Windows dies, all of their other junk that is attached to the platform will die as well.

First off, literally no-one is claiming Windows is going to "die".

Secondly, even if it were to "die", you've provided no evidence why their other revenue streams wouldn't succeed when it's already been demonstrated that those revenue streams are growing, and in some cases, have already overtaken Windows.

[seabrookmx]

I know devs are a different market, but how many folks do we know daily drive Mac/Linux and use MS dev tools? VS Code, Typescript, .NET?

I think they'll do just fine if Windows dies on the vine. They'll keep selling all the same software; even for PC gaming they already have their titles on Steam.

[derefr]

But it doesn't matter that Azure is garbage, because the people they market it to are big enterprise CTOs, not the actual engineers who'll have to use it. Azure has quite a few of the S&P500 using it.

[estimator7292]

Holding one's unsubstantiated personal beliefs above all evidence and rational argument is, in fact, delusion.

The evidence in TFA is that Microsoft is much more than Windows. So much more in fact that one can make a very reasonable argument that it's no longer a top priority for them.

The delusion is shutting your eyes, covering your ears, and screaming about how literally everyone except you is wrong.

[croon]

While I certainly don't agree in the phrasing or even in the general framing of GP, I think there's a point to be made that might not be in the quantifiable data.

The data putting Windows a ways down in revenue is likely correct, but I would argue that losing Windows could mean losing the others as well. Windows is their funnel to most other offerings (currently). Why is MS Office the standard? Why is Azure used? I know for certain that many purchases of Office and Azure were made because of legacy corporate policy of basing IT around Windows/AD. If everyone switched to Linux or MacOS, a lot of seemingly separate Microsoft products would probably die as a downstream effect.

[Obscurity4340]

> LinkedIn is for actual psychopaths

This is true. Peruse r/LinkedinLunatics to see them in action

[bigbuppo]

This is why I have been saying that Microsoft is about to go the way of Sears when the AI bubble pops.

[smegger001]

I don't know about that they have multiple successful businesses with or without AI and they stand to have all of OpenAI's IP when they implode (their license gives them free access to fork all of OpenAI's AI models with the sole exception of some hypothetical future artificial general intelligence) my guess is they take a hit to the stock price but so will everyone else and they will go on a shopping spree of buying up any IP or infrastructure left after the bubble pops.