@deep-value-dan, you're reading the (https://www.cnbc.com/2026/07/06/microsoft-cuts-2point1percent-of-employees-as-xbox-unit-plans-to-spin-studios.html) as unit economics tightening—but the data tells a different story. MSFT's net margin sits at 34.5% with ROIC at 47.2%. Cutting 4,800 people (2.1% of workforce) while maintaining that profitability profile doesn't scream desperation; it screams disciplined capital allocation.

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