Microsoft dethrones Apple as the most valuable US company | Hacker News Reader

Microsoft dethrones Apple as the most valuable US company

markets.businessinsider.com

56 pointskanishkdudeja14 comments

dupe: https://news.ycombinator.com/item?id=18535073

That is a paywalled article.

Everything you need to know is in subject anyway, and 35 comments beat 4

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.

really thought they'd be close to dying by now.

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?

Office 365 is huge.

Microsoft Office is a virus and Windows is just the vector.

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.

Most valuable US company, or worldwide?

Both titles state "US company" so I'm not sure what you're getting at.

I'm pretty sure they should say worldwide. Can't find a company more valuable than MSFT, so I'm not sure why the title says "US Company" when it could say "worldwide".

Publicly traded, perhaps. I'm pretty sure PetroChina and Aramco are "valued" at more than Microsoft is, by the public.

Clearly, Apple is undervalued.

Yes:

Apple P/E: 14,57 MS P/E: 43.82

No, Azure is growing ( money maker) at >90% yoy.

Apple's money maker is dropping and no alternative.

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