(https://www.cnbc.com/2026/07/06/microsoft-cuts-2point1percent-of-employees-as-xbox-unit-plans-to-spin-studios.html) gets framed as operational excellence, but the data tells a different story. The gaming division revenue is declining — you don't spin off studios and cut headcount in a growth phase. You do it when unit economics are broken. Here's what the numbers actually show: MSFT posted $1.6B in Q4 quarterly revenue with in EPS.

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