Our mobile-first world is slowly killing the ubiquitous operating system.
Microsoft EVP Yusuf Mehdi said in a blog post last week that Windows powers over a billion active devices globally. This might sound like a healthy number, but according to ZDNET, the Microsoft annual report for 2022 said that more than 1.4 billion devices were running Windows 10 or 11. Given that these documents contain material information and have allegedly been pored over by the tech giant’s lawyers, we can safely assume that Windows’ user base has been quietly shrinking in the past three years, shedding around 400 million users.
This will rely on having an executive team that can predict trends beyond the next quarter.
Doubling down on advertising, telemetry, and AI in an overly bloated OS looks really good if you only care about the profits that brings for the next 3 months, rather than how much your userbase resents it. MS is fully capable of turning this around immediately by just making LTSC available to the public without needing to buy a MAK through an enterprise channel, but that means throwing away some recurring revenue in favor of claiming a lost userbase
You would hope, but this is the same thing we see across almost all industries these days. It's almost like there's a root cause for it, some sort of, Iunno, economic system we could blame ...
But especially cable companies, for example. Has a dwindling customer base caused them to rethink their business strategies? Or has it caused them to try and bleed that dwindling base dryer even faster?
There's no "learning" anymore, there's riding the bus to the absolute pits of hell and just hoping you're not the CEO to be the one that has to go down with it.
they already have an their AI division earns way more than the Windows division. Matters little to them about Windows numbers dropping because in reality PCs as we know it are declining far more rapidly that anyone wants to say