I think they are panicking because of the stock price reaction.
Katana314@lemmy.world 1 day ago
So, I can believe Windows is falling apart; I’m less sure of real indications that “Microsoft is panicking” though. I think the newest pie charts I saw of their revenue showed they weren’t really so specifically dependent on Windows. It helps to sell their other cloud platforms, sure, but it doesn’t seem so critical they sell home PCs anymore. Maybe I could be wrong and someone can correct me.
Don’t get me wrong, I moved my gaming PC off Windows late last year, I’m happy to end the toxic relationship, just predicting what’s going to happen next.
Corkyskog@sh.itjust.works 1 day ago
mlg@lemmy.world 1 day ago
Their direct Revenue from Windows is not a main concern since I think it was something like 20% as you said. The problem though is that their cloud and enterprise offerings rely on the fact that businesses buy into the Windows platform.
Absolute garbage tier software like Teams, modern O365, AD, Azure, etc only sells because its built on Windows. If MSFT loses the home market, businesses have a high chance of following, especially since their QA process relies exclusively on home users.
Companies like RedHat and OpenSUSE already provide such services and plenty of smaller or newer clients have trialed or switched user-end desktop machines over to linux.
All they really need is to reach maybe 10% desktop market share, and MSFT would start facing a slaughter in the coming years as big OEMs start shipping linux from factory.
Anyone who isn’t heavily vendor locked would probably take the chance, especially if they don’t even rely on any Windows specific functionality for work.
But yeah as you said, good riddance. Windows has been such a trash experience for me ever since 8. They ignored all the critical issues and complaints on the stupid insider hub, and then doubled down on ruining the OS further in 10 and 11.
jj4211@lemmy.world 1 day ago
I think O365 is a bigger lockin than anything else. But you are right that AD/Entra, for example, is pretty much only because they also have the desktop market locked up. To the extent anyone bothers with Windows Server, which is almost no one anyway, it’s only because the desktop market, so that slice is at risk.
So you have Excel/Powerpoint as the biggest lockins for them outside of Windows itself, but Azure is broadly considered an acceptable choice alongside AWS or GCE, and your cloud provider selection tends to be pretty vendor locked pretty much instantly.
Of course, the bigger threat to them on the “desktop” is not so much RedHat/Ubuntu/SUSE as much as it is Android/iOS.
Not about Windows 11, but another discussion where laptops are infeasibly expensive this year drove some people to report that their companies have begun moving technicians they formerly required to use a laptop to tablets and phones. Having a tablet-in-a-laptop form factor with Aluminium flavor of Android may be an attractive option between hardware costs and Windows 11 nonsense piling on top of long-term Windows desktop nonsense (companies pay microsoft and several security companies to try to wallpaper over security, and Android/iOS are very appealing for their more restrictive privilege model).
bytepursuits@programming.dev 23 hours ago
Good point about critical mass. It doesn’t need to take 50%. You know, and the fact that windows is not as gateable as mobile platforms. There are 2-3 reasonable alternatives so it’s much harder to stop the bleed. I wish we had alternatives on mobile