Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10%
THE SO WHAT
Flat-to-down Windows OEM and double-digit Xbox declines alongside soaring cloud revenue underline where Microsoft’s strategic center of gravity now sits. If you build on their ecosystem, assume more investment and partnership surface around cloud, AI, and services than around client devices or consumer content.
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