In a couple of recent Microsoft-related posts I've written, I've highlighted fact that the company's been doing quite well - and making some excellent changes - ever since Satya Nadella came on as CEO, Simply put, there have been way too many improvements made since that position shift to call it a coincidence.
With the help of the updated S&P 500 Index, we see Microsoft slide right on past Exxon Mobil to settle in behind Apple in the #2 position. Microsoft achieved this with its market cap of $408.7 billion - $6 billion ahead of Exxon Mobil. It'd be nice to see Microsoft continue its trend, and edge closer to Apple, but I'm doubtful the Cupertino firm is too worried at this point - its market cap is a staggering $669.6 billion.
With the trends we've been seeing, it seems unlikely that Microsoft's momentum will be dying down anytime soon. In the past three weeks alone, we saw the company begin offering unlimited storage to Office 365 customers, announce its plans to open source its .NET server-side software, assure Windows Phone 8 owners that they'll receive WP10, and along that same line, it also launched its first non-Nokia Lumia, the 535.
To say that Microsoft's been busy would be an understatement. Maybe Apple's market cap can be edged towards if this momentum keeps strong?
I like to see a big company like Microsoft in touch with the pulse of technology, improving and innovating. Very refreshing. I have a good feeling about Windows 10, and like the way their team is developing it with input from users to actually improve the experience.
MS is starting to pick up steam in tablet sales too, I now know three others with surface tablets, two of which are SP3... In just my department.
I wouldn't hold my breath on that. They've permanently lost several key non-PC markets (tablets, smartphones...) and they're losing the PC market irretrievably portion after portion. They can never hope to break into the tablet market not with the prices functional, usable Android tablets are selling at. The original Nexus 7 can be gotten for as little as %50. Same goes for smartphones. Why should a buyer break compatibility even with one app when Android devices are already selling for the lowest possible prices?
2-in-1 Convertibles have been a dud, as they should be: they're way too gimmicky to replace proper clamshells and way too expensive to replace tablets.
Touch-enabled laptops have also been selling poorly. So what other vector of attack is going to allow Microsoft to break into the mobile market? Not to mention that it's harder to convince the market to switch to a more closed platform even if it didn't have such as massive drought of apps.
The low end / casual "everyday user" they'll probably lose ChromeOS and/or Android. And even if they don't it means margins in that category will be more razor-thin than they have ever been.
On the high-end, there's gaming and creative productivity.
In gaming, Mantle simply shipping means that Microsoft can no longer lock-in half the Gaming/GPU market. If they try any anti-consumer shenanigans with DirectX, AMD users won't be affected and devs will start including the tag "runs best on AMD GPUs" on their games. Nvidia would have to either (1) adopt Mantle (or develop their own equivalent API) or (2) get left behind.
All that's not to mention SteamOS whose victory is all but assured given the unique selling proposition and value it delivers to every component of the gaming industry (developers, store owners, modders, gamers, chip makers...) and simply due to the fact that the whole industry has finally realized that Microsoft has been the worse possible custodian of the PC gaming industry and going forward, it's not going to work anymore and only a shared, open source, industry standard platform such as SteamOS will do.
As for the creative productivity market, there's no top-shelf professional program that Linux doesn't have that Mac also doesn't. The creative pro market is already shared between the 3 OSes.
I dont understand how apple is considered more valuable, if apple stop today 12% of people using their phones would moved to android or Windows phone, the 4-6% that use their os would move to linux or wndows. Companies use avid or adobe prem for video editing now so it wouldn't be hard for them to move and as i understand most have already.
If Microsoft stopped today we would have major problems considering most companies uses Windows desktop and servers to run their companies, emails and databases, essentially the world. 92% desktop runs windows and it would be a safe bet over 90% of companies use windows servers.
Apple maybe viewed as a "consumer" valuable however Microsoft is a global essential running of the world valuable, that's my view.