I would say their enterprise health isn't terrible and might even be growing.
But they're getting trounced in the consumer market so handily, and by so many other competitors, that it seems impossible they'll see ever see meaningful growth there. A lot of that is because of the legacy freight they're forced to carry wrt their PC and enterprise concerns...and because of the memories of everyone who had to deal with crappy MS systems in the 90's and early 00's.
I've often said it wouldn't be a terrible thing for MS to spin off a consumer division. It could integrate fully into MS's current services, but it would be free of the psychic burden of the "Microsoft" brand, with all of the stodgy uncoolness that that entails. Not to mention a separate company would be free to move more quickly in the face of the rapidly changing consumer market. However, the board would probably consider this to be a "hail mary" play.
I will be very interested in seeing how the new CEO handles the consumer side.
But they're getting trounced in the consumer market so handily, and by so many other competitors, that it seems impossible they'll see ever see meaningful growth there. A lot of that is because of the legacy freight they're forced to carry wrt their PC and enterprise concerns...and because of the memories of everyone who had to deal with crappy MS systems in the 90's and early 00's.
I've often said it wouldn't be a terrible thing for MS to spin off a consumer division. It could integrate fully into MS's current services, but it would be free of the psychic burden of the "Microsoft" brand, with all of the stodgy uncoolness that that entails. Not to mention a separate company would be free to move more quickly in the face of the rapidly changing consumer market. However, the board would probably consider this to be a "hail mary" play.
I will be very interested in seeing how the new CEO handles the consumer side.