![]() ![]() Microsoft, Khaveen Investments Cost and Product Leadership in Productivity Software Marketīased on its revenue breakdown, Microsoft's Productivity and Business Processes segment is its second-largest segment accounting for 32.1% of revenue in 2021. We compared its Capex/Sales with our derived industry average to determine the efficiency of the company. Lastly, we analyzed the company's financial ratios to identify their advantage based on Capex/Sales, ROCE, ROA and ROIC. In addition, we compared its LinkedIn business with competitors based on its user growth and average revenue per user (ARPU) growth.īased on this comparison, we plotted a positioning map of the company with its competitors. As Microsoft recently increased the pricing of its products, we analyzed its flagship office productivity software package, Microsoft 365, in terms of its pricing and the breadth of features and derived a positioning map of it with its competitors. This major segment makes up 32.1% of its total revenue in 2021. In this analysis, we looked further into the company's growth driven by the Business & Productivity segment (comprised of Office Products, LinkedIn and Dynamics). In our previous analysis of Microsoft Corporation ( NASDAQ: MSFT), we analyzed the company's planned acquisition of Activision Blizzard ( ATVI) for $68.7 bln and estimated its revenue synergies of $484 mln in 2023 and a revenue contribution of 4% to the company's 2023 revenues. Lobro78/iStock Editorial via Getty Images ![]()
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