Microsoft Rebranding CBL-Mariner Linux Distribution To "Azure Linux"

[HEL88]

There is no value left in them, windows desktop does not make money anymore, especially at the rate PC sales are shrinking

You guys live in your own imaginary world.

Latest financial report:

FY24 Q2 - Press Releases - Investor Relations - Microsoft

Windows alone gives more revenue than AMD has as a whole .

Maybe write to AMD first to do away with the consumer divisions because the PC desktop is worthless .

Or let them shut down entirely, since stupid Windows generates higher revenues than all their products.

Better to open source them and get naive school kids to maintain them for free betting on a job offer.

Get out of your basement and walk around to several offices in companies large, small, visit your local architect, builder's office, interior decorator, order a flyer, poster, etc. See what systems they work on. There is no Linux anywhere.

[mSparks]

Latest financial report:

FY24 Q2 - Press Releases - Investor Relations - Microsoft

Windows alone gives more revenue than AMD has as a whole .

gonna need to quote where you get that from in that report, because afaics the windows revenue is so small, unlike cloud and office it doesnt even gets its own line item, just one line that revenue growth for it just about matched inflation.

last time I checked windows was generating about as much revenue for microsoft as linkedin.com for like a billion times the cost.

[sophisticles]

gonna need to quote where you get that from in that report, because afaics the windows revenue is so small, unlike cloud and office it doesnt even gets its own line item, just one line that revenue growth for it just about matched inflation.

His claim was:

Windows alone gives more revenue than AMD has as a whole

According to the below links:

Revenue in More Personal Computing was $16.9 billion and increased 19% (up 18% in constant currency), with the following business highlights:
·Windows revenue increased 9% with Windows OEM revenue growth of 11% and Windows Commercial products and cloud services revenue growth of 9% (up 7% in constant currency)
·Devices revenue decreased 9% (down 10% in constant currency)
·Xbox content and services revenue increased 61% (up 60% in constant currency) driven by 55 points of net impact from the Activision acquisition
·Search and news advertising revenue excluding traffic acquisition costs increased 8% (up 7% in constant currency)

AMD (NASDAQ:AMD) today announced revenue for the fourth quarter of 2023 of $6.2 billion, gross margin of 47%, operating income of $342 million, net income of $667 million and diluted earnings per share of $0.41. On a non-GAAP^(*) basis, gross margin was 51%, operating income was $1.4 billion, net income was $1.2 billion and diluted earnings per share was $0.77

Microsoft returned $8.4 billion to shareholders in the form of share repurchases and dividends in the second quarter of fiscal year 2024.

When you consider that Microsoft's personal computing division made nearly 17 billion dollars and Microsoft returned over 8 billion dollars to its investors in just 3 months, and AMD made just 6.2 billion total in those 3 months, I would say his claims are most likely accurate.

https://ir.amd.com/news-events/press-releases/detail/1180/amd-reports-fourth-quarter-and-full-year-2023-financial

[Danny3]

Well, I will still call it Microsoft's spyware distro!

[sophisticles]

I'm guessing the team maintaining CBL didn't get the OK from the legal department to use "Linux" since it's a trademark, so they just called it an awkward internal name. Then the marketing guys were looking for something to do and saw this thing had a stupid name and fixed it.

Linus has given anyone that wants to use the Linux name the right to do so worldwide so long as they do not challenge his ownership of the trademark anywhere in the world.

[zexelon]

Isn't that the point of the cloud, to lock you into an increasingly expensive contract?

100% yes. The tech of the cloud is awesome and needs to be used, however "server/network admins" have now simply been replaced by "AWS Cost Consultants" and a ton of other crap to run your "cloud environments". Everything that the cloud has been sold to people as is smoke and mirrors. It takes more dev time to develop your own "cloud" for an application, but it will save huge in the long run.

[mSparks]

When you consider that Microsoft's personal computing division made nearly 17 billion dollars

that includes everything from windows, bing, surface pros to xboxs to console games.

https://www.microsoft.com/en-us/Investor/segment-information.aspx

AMD took 22 billion USD in 2023, 30% more than that entire segment.

you can get a reasonably easy estimate simply from PC sales
https://www.gartner.com/en/newsroom/press-releases/01-10-2024-gartner-says-worldwide-pc-shipments-increased-zero-point-three-percent-in-fourth-quarter-of-2023-but-declined-fourteen-point-eight-percent-for-the-year#:~:text=Annual%20Overview%3A%20PC%20Market%20 Collapses,2022%20(see%20Table%203).

Worldwide PC shipments totaled 241.8 million units in 2023

If you assume MS takes an average of $20 a piece for them (in their dreams)
thats still less than $5bill in revenue.
barely cover the cost of the office space needed.

linkedin.com takes something like $15bill in revenue.

meanwhile, azure linux is their biggest income stream, biggest growth area and highest margin.

That's a pretty big financial incentive to leave their 8bit native ntfs support requirements behind asap.

[partcyborg]

100% yes. The tech of the cloud is awesome and needs to be used, however "server/network admins" have now simply been replaced by "AWS Cost Consultants" and a ton of other crap to run your "cloud environments". Everything that the cloud has been sold to people as is smoke and mirrors. It takes more dev time to develop your own "cloud" for an application, but it will save huge in the long run.

This is only true if either
A) you don't care about availability (i.e you run largely batch workflows)
B) your footprint is enormous (tens of thousands of systems, 80k+ cores, etc)

Otherwise, utilizing cloud services is an enormous win. Infrastructure in this day and age is complicated and expensive to build yourself if you want to get it right. Better off spending your headcount on engineers to make your product better than on an infrastructure team to build and maintain your own infra in-house. I have seen more than one project suffer and/or fail because egos got in the way of migrating away from rickety legacy systems

[HEL88]

If you assume MS takes an average of $20 a piece for them (in their dreams)
thats still less than $5bill in revenue.

And why not $5??? Or $60 .

You forgot in your calculation of Windows desktop profit to add Windows Enterpise, which is used in large companies and has an annual subscription just like Red Hat Entrpise Desktop.

And about the increasingly popular services like Windows 365 and Azure Virtual Desktop which are cloud-based.

Surely you can dream up some numbers and add them up .

In my opinion you worry too much about M$ and its Windows revenue.


As I mentioned earlier. Get out of the basement. Walk around the offices, visit local entrepreneurs and see what they are working on. Linux won't be there. Nobody needs it. And if people want to change their system it's to macOS so that it fits nicely with their iPhone.

[mrg666]

As I mentioned earlier. Get out of the basement. Walk around the offices, visit local entrepreneurs and see what they are working on. Linux won't be there. Nobody needs it. And if people want to change their system it's to macOS so that it fits nicely with their iPhone.

Those client OS are all free giveaway just to sell those devices and connect people to cloud/Internet that runs on Linux. The whole world runs on Linux. Azure runs on Linux and runs mostly Linux VM images. The cloud/Internet make the money, not those fancy client OSes