Yes, Microsoft is shifting away from consumer technology.
The difference is Microsoft is squeezing every last drop of profit from consumers on their way out. That’s not debt, that’s an asset.
In 25 years Microsoft will be similar to Oracle. Maybe they’ll have investments in some consumer brands, but largely they will be selling to enterprises and governments.
Yes, Microsoft is shifting away from consumer technology.
The difference is Microsoft is squeezing every last drop of profit from consumers on their way out. That’s not debt, that’s an asset.
In 25 years Microsoft will be similar to Oracle. Maybe they’ll have investments in some consumer brands, but largely they will be selling to enterprises and governments.