Top all-time · #9109
Kamil Franek
Personal blog · kamilfranek.combusinesseconomics
Kamil Franek writes KAMIL FRANEK, a personal blog at kamilfranek.com about business and economics. Since 2020, 9 different Hacker News readers have linked it 9 times. The last post was in 2023, but the archive is still widely read.
Too few sampled comments (9) to say how often HN recommends it.?
Why HN links it
Kamil Franek's blog publishes revenue and ownership breakdowns of large tech companies, such as Microsoft's revenue by product and how Google makes money from Android. HN commenters cite these figures in threads on Windows, Google and Lenovo.
Summarised by Claude from a sample of 9 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Publishing analytics articles about the largest publicly traded companies that give insight into how these companies make money and that go beyond standard financial statements analysis.
Most-linked posts?
- /microsoft-revenue-breakdown/4 people · 4 mentions · first linked 2023-04-18
What Hacker News says?
You have a point there, but Google's profits from Android are at least one order of magnitude larger than the numbers you quoted [0], and it may be rational for them to risk the fight. [0] https://www.kamilfranek.com/how-google-makes-money-from-andr...
Comment linking /how-google-makes-money-from-android/
on “A free-as-in-freedom re-implementation of Google’s Android user space”What?? " Microsoft revenue was $198 billion in 2022, up $30.2bn (+18%) from a year earlier. When we do a breakdown by product streams, the largest source of Microsoft’s revenue was Office, with $44.9 billion (23% of the total). Just behind in the second place was Azure with $44bn of revenue (22% of total). " - https://www.kamilfranek.com/microsoft-revenue-breakdown/ Office alone increasing by $5Bn revenue in a year,…
Comment linking /microsoft-revenue-breakdown/
on “Sudo for Windows”Google has a certification process to allow play services to be installed: https://www.xda-developers.com/how-to-fix-device-not-certifi... Google forces phone manufacturers to install some google apps to get certification: https://www.kamilfranek.com/how-google-makes-money-from-andr... And in the EU, companies actually need to pay, if they do not install some google apps: https://www.theverge.com/2018/10/19/17999366…
Comment linking /how-google-makes-money-from-android/
on “Lawsuit filed alleging Google is paying Apple to stay out of the search business”No, they aren't. The windows division has consistently shrank to the point it isn't even a top line revenue source for the company anymore and is rolled up into the experience and devices group with office, Xbox, etc. Windows is less than 12% of MS quarterly revenue and continuing to shrink: https://www.kamilfranek.com/microsoft-revenue-breakdown/ The company could totally lose all windows revenue tomorrow and barel…
Comment linking /microsoft-revenue-breakdown/
on “Windows 11 Start menu ads look set to get even worse – this is getting painful”Breaking out the ad business doesn't mean selling it, it means creating red tape through layers of indirection between the ad business and the rest of the company. In essence, this would be no different than the split between Alphabet and Google (or Waymo, even): https://www.kamilfranek.com/what-companies-alphabet-google-o... "Pulling out" would be a massive blow to Google's revenue and shareholder value, even compa…
Comment linking /what-companies-alphabet-google-owns/
on “EU suggests breaking up Google's ad business in preliminary antitrust ruling”Azure is Microsoft's biggest money-maker, not the inclusion of ads in Windows. Windows itself drives 12% of Microsoft sales[1]. [1]: https://www.kamilfranek.com/microsoft-revenue-breakdown/
Comment linking /microsoft-revenue-breakdown/
on “The Windows 11 Trash Party”I tend to be pretty skeptical in general, so grain of salt may be required here, but I sense some irony that the Chinese government has a significant stake in Lenovo. https://easytechsolver.com/who-is-lenovo-owned-by/ https://www.kamilfranek.com/who-owns-lenovo-largest-sharehol... How did we end up touting privacy features while at the same time celebrating the acquisition of this company by a business backed by a s…
Comment linking /who-owns-lenovo-largest-shareholders/
on “Motorola announces a partnership with GrapheneOS Foundation”That' only 6% of revenue ( https://www.kamilfranek.com/microsoft-revenue-breakdown/ )
Comment linking /microsoft-revenue-breakdown/
on “Spotify cuts almost 1,600 jobs amid rising costs”Been looking for ten minutes now and I can't find how to differentiate between Azure customers and Microsoft official websites. Observations: - the advertising domain is not bought by markmonitor whereas microsoft.com, office.com, and outlook.com all are. Maybe this advertising domain isn't an important enough brand or maybe some other reason. The DNS servers for all four domains are NS1- {0..99}.azure-dns.com, NS2-…
Comment linking /assets/images/microsoft_revenue_segments_breakdown_chart.png
on “Not-so-great features coming soon to Windows 11”
