Windows is no longer on the dominant position it was 20 years ago when it had 90%+ marketshare: https://gs.statcounter.com/os-market-share/desktop/worldwide...

It's not sitting at 60-65% and has been slowly bleeding for the last 20 years or so. In my opinion, anyone who have figured out how to move his processes, has left the building and never checked back.

Now Windows is being attacked aggressively from multiple fronts:

- macbook neo. Apple is projected to sell roughly 5million of these this year. This is a segment that couldn't previously move out of Windows because of cost not Office.

- improvement in Linux (Desktop/Gaming): This will eat another chunk for people whom Linux didn't function previously.

- HarmonyOS Next. This is underestimated by the rest of the Western world. I think by 5-10 years most of China would have moved to its own OS. Windows highest marketshare is in Asia.

The idea that Microsoft can exist on Azure/Office alone is not valid, in my opinion. Especially for Office, Windows is your portal to the rest of Microsoft stack. If you use HarmonyOS, you'll like use their own Office system. From there, they'll own the rest of the stack.

tl;dr: MSFT is screwed and they know it. They are also going to do nothing about it.