This is a friendly reminder that the only well run companies are led by Satya Nadella and Tim Cook. Alphabet and Meta are like two spoiled children that got rich quick and don't know what it's like to go through an existential crisis.
https://www.macrotrends.net/stocks/stock-comparison?s=revenu...
https://www.macrotrends.net/stocks/stock-comparison?s=net-in...
How do you figure that copilot will destroy MS? It’s one feature of one product. Even if they get sued big time, I wouldn’t imagine this would put a dent in the money they make from Azure/Windows/MS365/Xbox
Azure stays afloat because they managed to secure ties with governmental agencies thanks to their strong and suspicious lobby, it's not an organic growth (AWS and Google is an example of organic growth and industry leadership and innovation), what area Microsoft innovated? in Europe for example, Microsoft is a monopoly
- education
- public administrations
They all use Microsoft services, office, windows and now azure
And it's not just with Europe, they managed to secure multiple times billions of cash (questionable Hololens contract with the military)
And lets not forget they have a track record of bribery cases
https://www.reuters.com/article/us-microsoft-settlement-idUS...
https://www.washingtonpost.com/technology/2019/07/22/microso...
https://www.theregister.com/2022/03/25/microsoft_accused_of_...
http://techrights.org/2014/05/28/microsoft-brazil/
Xbox, Windows, HW revenue down too
Where do you think all the AWS and Goog sales folks hail from?
Hint - the same places as MS sales folks and every other company!
In enterprise land, AWS and Goog are frequently dismissed as they are still relatively immature in how they engage and navigate large orgs, if they even try.
MS (and Oracle and even IBM still to some extent) walk around and laugh all the way to the bank signing 9 and 10 figure deals.
It's indeed all rotten and rigged