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Evidence receipt / belief

Published · transcript-backed

David Rosenthal: belief

22 Jul 2024 Acquired Microsoft Volume II

“One stat and then one point I want to make to highlight all this, by 2007 analysts estimated that 40%, of all of Microsoft’s revenue, which I think was about $51 billion that year, 40% of $51 billion came from multi-year enterprise agreements.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
22 Jul 2024
Publisher
Acquired

Transcript context

…Enterprises love that. We’re going to put a pin in this right now and we’re going to bring it back toward the end of this episode in a really illustrative way that it can deeply, deeply hold you back if you are Microsoft, and you have built an entire brand and reputation around your backwards compatibility. One stat and then one point I want to make to highlight all this, by 2007 analysts estimated that 40%, of all of Microsoft’s revenue, which I think was about $51 billion that year, 40% of $51 billion came from multi-year enterprise agreements. These three year agreements that you’re talking about, Ben—that covered Windows, that covered Office, that covered all the products that Microsoft offered except Xbox—40% of all the dollars were flowing from multi-year EAs, and then another 15% of all dollars that Microsoft was earning as revenue were flowing from single year EAs. Wow. More than half the company’s revenue.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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