Signs of the times
Tech writer MG Siegler just noted a remarkable fact:
Not Windows. Not Office. Microsoft.
The iPhone also appears to be considerably more profitable than Microsoft.
In the December quarter, Apple's iPhone business generated $24.4 billion of revenue. Microsoft's whole company, meanwhile, from Windows to Office to servers to XBox, generated $20.9 billion.
If we assume that Apple generates the same operating profit margin on its iPhone business that it generates on its overall business--38%--the iPhone business generated about $9.3 billion of profit in the December quarter.
All of Microsoft, meanwhile, generated only $8.2 billion.