hammeredtrout1 t1_itvqqoz wrote on October 26, 2022 at 5:38 PM

Ignoring the post - but MSFT’s recent earnings are wild. Azure makes up >50% of their total revenue - MSFT is a cloud computing company now, with everything else (teams, windows, office, Xbox) are side bets.

I wonder if their insistence on grouping windows with Xbox is actually obfuscating how well theyre doing with gaming (laptop demand is struggling massively worldwide)

inthenight098 t1_itw4aub wrote on October 26, 2022 at 7:05 PM

You’re right. Especially since “Everything else” is also running on their cloud, consuming cloud services, so not really side bets.