• =?UTF-8?B?4oCcTWljcm9zb2Z0?= still generates one-fifth of revenue from productivity =?UTF-8?B?c29mdHdhcmXigJ0=?=

    From Lawrence =?iso-8859-13?q?D=FFOliveiro?=@ldo@nz.invalid to comp.os.linux.advocacy,comp.os.ms-windows.advocacy on Fri Sep 19 09:01:51 2025
    From Newsgroup: comp.os.linux.advocacy

    Quote from <https://www.theverge.com/tech/780946/microsoft-satya-nadella-town-hall-comments-ai-era-notepad>:

    Microsoft still generates around one-fifth of its annual revenue
    from productivity software, but Nadella said that rCLsome of the
    margin that we love today might not be there tomorrow.rCY ItrCOs a
    stark warning to Microsoft employees that a platform shift is
    underway, and one that is already causing big changes inside
    Microsoft.

    I always thought rCLproductivity softwarerCY included, indeed was mainly, Microsoft Office. Presumably that also covers the cloud version?

    If so, thatrCOs a remarkable decline from the time where the lionrCOs
    share of MicrosoftrCOs revenue came from Windows and Office. For its
    first 5 years at least, the Xbox division was losing about a billion a
    year, so Windows + Office added up to as much as 140% of total company
    profit!

    But if Office/365 is no longer such a big money-earner, that means
    that future investment into it is going to be correspondingly reduced.

    Time for companies heavily invested in it to start thinking about
    alternatives?
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