Modern MBA

Data

Microsoft

The largest software company in the world: American, built on Windows and Office, and second only to Amazon in cloud infrastructure.

17 figures on Microsoft, drawn from 4 Modern MBA case studies.

The figures

US dollars2

Against its own chart
Market capitalization of the world's most valuable companies in 2024$3,015B2nd of 10 · top $3,358BWhy Ozempic is so expensive
Value of $1,000 invested in 2010 and held to 2019$5,1955th of 7 · top $41,255Why self-checkout didn't replace cashiers

Percentages14

Against its own chart
Gross margins of technology companies against retailers, 201966%2nd of 10 · top 82%Why self-checkout didn't replace cashiers
Operating margin of the two gaming divisions · 201918%1st of 7 · top 18%Why Xbox lost the console wars
Operating margin of the two gaming divisions · 201816%2nd of 7 · top 18%Why Xbox lost the console wars
Operating margin of the two gaming divisions · 201712%3rd of 7 · top 18%Why Xbox lost the console wars
Operating margin of the two gaming divisions · 201310%4th of 7 · top 18%Why Xbox lost the console wars
Operating profit margin across the three gaming divisions · 20108%1st of 6 · top 8%Why Xbox lost the console wars
Operating margin of the two gaming divisions · 20166%5th of 7 · top 18%Why Xbox lost the console wars
Operating margin of the two gaming divisions · 20151%6th of 7 · top 18%Why Xbox lost the console wars
Operating margin of the two gaming divisions · 2014−4%7th of 7 · top 18%Why Xbox lost the console wars
Operating profit margin across the three gaming divisions · 2008−6%2nd of 6 · top 8%Why Xbox lost the console wars
Operating profit margin across the three gaming divisions · 2009−7%3rd of 6 · top 8%Why Xbox lost the console wars
Operating profit margin across the three gaming divisions · 2005−15%4th of 6 · top 8%Why Xbox lost the console wars
Operating profit margin across the three gaming divisions · 2006−30%5th of 6 · top 8%Why Xbox lost the console wars
Operating profit margin across the three gaming divisions · 2007−34%6th of 6 · top 8%Why Xbox lost the console wars

Durations1

Against its own chart
Duration of chief executive searches at large companies, in months5.4 mo7th of 9 · top 13.5 moWhy Chipotle got so much worse

Case studies covering Microsoft

Case study — ServicesWhy Ozempic is so expensiveThe same two companies that quintupled the price of insulin now want obesity classified as a disease.16 min readCase study — Food & beverageWhy Chipotle got so much worseA weekly staple became a byword for small portions and high prices in under ten years. Here is what broke.10 min readCase study — Media & entertainmentWhy Xbox lost the console warsFrom defining a console generation to a distant third twice running, and the cause was never the hardware.10 min readCase study — Retail & brandsWhy self-checkout didn't replace cashiersAmazon's cashierless store was a thousand people in India watching cameras. Every retailer copied it anyway.15 min read

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