15 Takeaways From Microsoft's Financial Analyst Meeting


Old Microsoft Vs. New Microsoft

We know the Microsoft that was on the left. A company that made a royalty on PCs generally made a license on consumer software and sold licenses into IT departments in the enterprise.

The model we're already shifting to was moving to a device business that's still royalty-based but also gross-margin-based, an enterprise service business that's licensing and subscription and a consumer service space that's advertising- and subscription-based.

Where are we? We're on our journey. And, I think our goal today is to point out where we are in some very important examples.

-- Microsoft CFO Amy Hood

 



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