They used to be called the next IBM, but with cloud business were able to turn it around. I feel like that’s over now. They can’t compete for top engineers due to financial pressures (pay increase is a joke), good people are leaving and overtime this will impact innovation, products and brand. Sure they got monopoly on productivity products for now, but that is being challenged. Thoughts?
Alot of big tech is having issues
They still seem able to squeeze a lot out of enterprise accounts. Sr. management loves bloated and largely redundant software I guess.
MSFT has enough cash to keep making acquisitions. In fact MSFT has the best portfolio of products. Office, windows, LinkedIn, GitHub, azure, teams, Pinterest, power bi and lot more and very profitable.
Pinterest? They’re not owned by MSFT
You can’t survive through acquisitions alone and MSFT track record on acquisitions ain’t too good either (I.e. Skype, aQuantive).
Microsoft business is solid. Even better than most big tech. Only Amazon comes close to competing with msft with aws on the enterprise side. It will take decades even if something goes horribly wrong.
It will take a while for other companies to erode their moat. But its starting.. give it a decade+
Having good engineers to build a great business is so 2010. In 2022 it's solid business plans and monopoly moat that results in better businesses and higher stock price. The implications of this are very damning for engineers tc in the long run butt it feels like the end of an era
Microsoft is not dying now, it’s dead
Big tech is crumbling
Who will replace them? Big oil?