Last summer, I looked at how the three biggest tech companies — Apple, Google, and Microsoft — had evolved over the years.
Since then, not much has changed at Apple except for the size of its phones (increasing, just like its stock price). Nor has Google’s dependence on advertising changed in the past year.
But Microsoft as a company has continued its dramatic transformation, which is starting to show up in the numbers. It all started with Steve Ballmer’s “devices and services” vision, which has slowly morphed into “mobile first, cloud first” in the past two years.
Regardless of the tagline, the idea was to move away from traditional software licensing and toward cloud-based services that can run on any device.