What Microsoft’s results might tell us about Apple’s business
While Microsoft’s results confirm the company continues its slow and steady pivot to build its business around high-value enterprise services, Apple, its more star-spangled PC industry sibling, makes a play of its own for platform proliferation.
As we hit earnings week for both firms, what have we learned?
What’s happening with Mac v. PC?
You can see what’s happening at Microsoft in great depth here. The takeaways appear to be growing services income (particularly around cloud and SaaS) while PC sales and licensing revenue continues a decline that predated the COVID-19 pandemic.