I have almost zero interaction with Microsoft in life and work. Office355 -> Google doc etc Windows -> Mac On the other hand I expect a lot of people can’t live without Google search just like me. Majority of phones are on android. Majority of browsers are chrome. Majority of email accounts are gmail. Majority of long form videos are on YouTube. Why Microsoft is valued at 3 T while Google is only 1.7T. It seems either Google is undervalued or Microsoft is overvalued Sure Cloud Computing Azure blah blah, but remember even Amazon with AWS is valued at 1.8T only.
Lots of companies, govt, all use microsoft products. You as an individual may avoid, but organizations need an ecoystem.
Gaming
Valuation is speculation
Governments use Microsoft. Go to your post office, income tax office, random wildlife agency, NGOs, schools etc.. Not everyone can afford a 2k USD Macbook.
Do you even game?
Microsoft is seen to have a strong moat in the enterprise segment where it is extremely hard to dislodge incumbents. Microsoft is also seen as one of the main companies driving and accelerating digital transformation through Azure Cloud. As slack discovered, tech and product are not as important as the distribution channels as long as product 'works'. Microsoft nails it at upsell. Google's moat in B2C isn't as safe as Microsoft in enterprise. Lots of ad revenue growth was factored into Google stock almost 10 years back itself. The only plausible way for Google to get to 3 trillion is to show growth acceleration in Cloud.
If you saw the Google Cloud Sales team in action, you would conclude there is no way to have growth acceleration. Microsoft will put 10 people on a call for a $10million/year account, from all over the teams so that, as you cited, they could see opportunites and upsell. At Google, product managers will give 1-hour of their precious time to talk to accounts paying $10million/month to GCP, and then be unable to answer any questions about their own roadmap. There is no way up: even I if getting a startup tomorrow would avoid GCP as a plague!
It's not just sales. It's all aspects of support at GCP. I've had the (mis)fortune of dealing directly with AWS/Azure/GCP for extremely large accounts. AWS are great, they'll respond quickly, you can escalate up to the actual engineer running the service. They will even go as far as analyzing TCP dumps for you to find faulty networking hardware. Azure put people in support who are frankly not competent but at least they will talk to you and you can eventually escalate to someone who knows what they're doing. GCP is just radio silence. Something has gone horribly wrong with a service and they will not even show it as broken, not do post mortem, not even deign to talk to you. Even if you managed to get someone they will often just disappear rather than do anything useful. GCP should be avoided at all costs. If our customers demand to host their data on GCP we heavily dissuade them, and may add an extra cost to our software for the pain it causes.
Unpopular opinion here but after being forced to use Macbook for years, I am still tortured by the GUI design. Either go Linux or Windows please. How can you not feel stupid for using some OS that doesn't even allow you to get the right resolution and dpi settings?
Totally agree, but it’s important to remember every company goes through a negative PR cycle. Microsoft went through it - Meta went through it and now it feels like Google/Apple are going to go through it. Time will tell for Amazon. It’s just a buying opportunity(imo) and Google knows its entire business depends on adapting to Generative-AI(catalyst) and that may include changing the way search is done. Microsoft has a higher valuation as it’s harder to disintegrate enterprise services over consumers. For example, if TikTok is banned tomorrow, services such as Snap/Instagram will see a spike in usage. At the same time, if a company stops using Outlook, it’s going to be way harder for a F500 to move all that data/workload to a new service and usually this is a 12-24 month effort within the company. The cost to transition usually doesn’t work in the company’s favor leading to less cyclicality for a company like MSFT. Nadella was smart to shift the business more heavily to enterprise, especially as we’ve gone through 3 key cycles in the last two decades. Mobile, cloud and now AI.
There are some companies that never recovered from negative PR - Oracle, Cisco, Intel.
OP. Poll result says all.
well, thats one you and 8 billion other people