I work with fortune 500 clients, and all of them use Windows server for something. Usually a lot of somethings. For example: Active Directory.
If we look at Microsoft's revenue I think it's pretty clear that they do in fact care an awful lot about Windows Server - or at least should.
In fiscal year 2025, Microsoft Corporation's revenue by segment:
Devices: $17.31 B
Dynamics Products And Cloud Services: $7.83 B
Enterprise Services: $7.76 B
Gaming: $23.46 B
Linked In Corporation: $17.81 B
Microsoft Three Six Five Commercial Products And Cloud Services: $87.77 B
Microsoft Three Six Five Consumer Products and Cloud Services: $7.40 B
Other Products And Services: $72.00 M
Search Advertising: $13.88 B
Search And News Advertising: $13.88 B
Server Products And Cloud Services: $98.44 B
Server Products And Tools: $98.44 B
Windows: $17.31 B
You only need a couple of Active Directory and Exchange servers here and there. But who's using IIS or SQL Server these days? Sharepoint also seems to be on a downturn.
> Linked In Corporation: $17.81 B
Hwat? How does LinkedIn generate revenue (as much as "Windows")?
All recruiters get paid accounts.
I don’t think this is clear at all because the segments are lumped together and highly unclear.
What’s the difference between “server products and cloud services” and “server products and tools?”
I assume the former is Azure and the latter is on-premise.
In that case if we lump 365 in with server products and cloud tools then it shows that 2/3 of the enterprise revenue is going to cloud and 1/3 is on-premise (and I assume that 1/3 is declining over time)