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Thursday, February 6, 2014

The Story of How Microsoft Sees Its Self

Posted by on Thu, Feb 6, 2014 at 6:56 AM

WSJ says it's all in the revenue segments...

Microsoft, whose fiscal year starts on July 1, voluntarily splits its revenue by segments, and it chooses how to define those segments and what to call them. A look at how it did this from 1997 to 2013 is a window into how Microsoft has defined — and redefined — its business over time

From the youth of innovation to the late years of business and services.


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Joe Szilagyi 1
Actually (and I say this as a Linux propronent by virtue of having spent the better part of the past 15-20 years inside of bash terminals) MS innovates tons and continues to do so in different ways and with different projects. In my opinion they don't get enough credit for it, because it's overshadowed by the cash printing presses they maintain in their Office, Business services, and Server business. The final wording you used could be seen to imply the natural lifespan of an entity or person. I don't think there is any indication they're in decline. They've been spinning their wheels for some time under Ballmer, but that's not the same thing.
Posted by Joe Szilagyi on February 6, 2014 at 7:47 AM · Report this
NotSean 2
@1 Yup
Posted by NotSean on February 6, 2014 at 8:00 AM · Report this
pragmatic 3
A big part of why these charts look the way they do is the constant reorganization Microsoft does. Every couple of years the divisions and categories get renamed and redefined. However, consumer definitely is a smaller portion of business than it used to be. I'm just saying that these graphs don't tell the whole story.
Posted by pragmatic on February 6, 2014 at 8:28 AM · Report this
I don't really understand your point, Charles. Doesn't the partial replacement of Microsoft products by innovations from competitors indicate that capitalism is still very dynamic? Don't those numbers show a lot of corporate procurement?

This reminds me a bit of Romney's preoccupation with the size of the US navy fleet that the President mocked hilariously at the debate.

It's likely that structural interest rates will be very low for a long time. There is indeed a historically big demand for profitable opportunities relative to the supply of them. That doesn't mean there are no profit centers, in my opinion.

Auto firms are piling into Mexico. Tesla says within three years their batteries should cost them less than 15k, where they paid 50k a few years ago and pay 20something now. Toyota will debut a hydrogen fuel cell car this year. Amazon wants drones to deliver our mail and Google wants them to choose their own routes. An enormous generation will need lasik, hearing aids care etc. US population still seems to be growing. Big biz wants an infrastructure bill. The second biggest economy in the world is still growing > 6% annually and it buys a lot of stuff from a lot of nearby countries with room to grow. Euro printing has gotta pick up, sometime. There's a lot of gush in the heartland and a lot of pipe to build. India has only just begun to open up and electrify. Military spending will rise in big countries as prospects for contesting/replacing US hegemony improve in certain areas. European wage stickiness seems likely to fall.

I'm not saying that stuff's good, but capitalism hardly looks weak, to me.
Posted by alfresco on February 6, 2014 at 5:31 PM · Report this

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