Microsoft EVP Yusuf Mehdi said in a blog post last week that Windows powers over a billion active devices globally. This might sound like a healthy number, but according to ZDNET, the Microsoft annual report for 2022 said that more than 1.4 billion devices were running Windows 10 or 11. Given that these documents contain material information and have allegedly been pored over by the tech giant’s lawyers, we can safely assume that Windows’ user base has been quietly shrinking in the past three years, shedding around 400 million users.
This will rely on having an executive team that can predict trends beyond the next quarter.
Doubling down on advertising, telemetry, and AI in an overly bloated OS looks really good if you only care about the profits that brings for the next 3 months, rather than how much your userbase resents it. MS is fully capable of turning this around immediately by just making LTSC available to the public without needing to buy a MAK through an enterprise channel, but that means throwing away some recurring revenue in favor of claiming a lost userbase