Microsoft’s official list of rivals is growing. The company’s biggest acquisition on record was its $26.2 billion purchase of LinkedIn in December 2016, in Microsoft’s 2017 fiscal year. Those use a broad-based and somewhat ambiguous divisional structure - Productivity and Business Processes, Intelligent Cloud, and More Personal Computing - that mix different businesses and products in such a way that it’s not always easy to discern clear trends by product line. This is in contrast with the company’s quarterly financial reports. Most notable on the business front is a section that breaks down Microsoft’s revenue into categories associated with its traditional product lines: Office, Windows, Xbox, etc.
Microsofts software categories and competitors plus#
The biggest additions this year are long passages about COVID-19 and the company’s response to the pandemic, plus its racial justice, environmental sustainability and digital skills initiatives, largely reiterating Microsoft’s past public statements and announcements on each of those fronts. In addition to reading the latest filing, we used the Compare Documents feature in Microsoft Word to help us spot significant changes since last year’s filing. Those are some of our takeaways from the Redmond company’s new Form 10-K filing with the Securities and Exchange Commission, an annual treasure trove of tidbits about the tech giant. And Microsoft now sees restrictions on marketplaces operated by competitors (i.e., Apple’s App Store) as a material risk to its business.
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