I don’t much like MS, but in their defense they are trying to sell operating systems in a market where the going out-of-pocket price is $0. The development of their competition is ad supported, community supported, or built into the price of hardware.
Turn the boat around? To where? Nobody would be willing to pay for their product even if they were to start trying to make it appealing.
> I don’t much like MS, but in their defense they are trying to sell operating systems in a market where the going out-of-pocket price is $0.
The price of the windows license has been included in the price of PCs for literally decades now. Every computer you buy with windows preinstalled nets Microsoft a couple dozen dollars.
None of their products have a decent moat left, and all are heavily competed. Focusing on making azure competitive while accepting it is a commodity industry with commodity margins is how they stick around. But they will be a value stock, not a growth stock. That is ok, as long as you know that is what you are.
Turn the boat around? To where? Nobody would be willing to pay for their product even if they were to start trying to make it appealing.