Excel keeps people on Windows, and a Linux distro creator wants Microsoft to end that

If you’ve been exploring the Linux landscape, the name Omarchy may have caught your attention. This innovative distribution, crafted by David Heinemeier Hansson—commonly referred to as DHH—offers a streamlined, Arch Linux-based environment that caters to developers and creators alike, eschewing the usual complexities of terminal setups. Recently, DHH made headlines with a bold challenge directed at Microsoft’s leadership, urging them to consider the development of native Office applications for Linux. His message was clear: “Microsoft should ship Office for Linux natively. Excel and Word are still the GOATs in their segments. What do we need to do to make this happen @satyanadella?”

While DHH’s Omarchy aims to position Linux as a viable daily driver, the persistent absence of robust productivity software remains a significant hurdle. Although Microsoft 365’s web version is accessible via Linux browsers at no cost, DHH pointed out a critical shortfall, estimating that Linux users experience only about 90% of the functionality available to their Windows counterparts.

Microsoft makes far more money from the cloud than from Windows

The financial landscape at Microsoft has shifted dramatically over the years. Recent fiscal reports reveal a notable decline in Windows OEM and Devices revenue, which fell by 7% year-over-year. In contrast, the growth of Microsoft 365 Commercial cloud revenue surged by 14%, while Azure experienced an impressive 43% increase. Overall, Microsoft’s cloud revenue reached a staggering .3 billion, marking a 27% rise. This shift indicates that Windows now accounts for a mere 5% of Microsoft’s total revenue, reinforcing DHH’s assertion that the company is no longer solely reliant on its operating system for profit.

Despite Windows still boasting 1.6 billion monthly users, the company’s focus has pivoted towards cloud services and subscription models. This evolution adds weight to DHH’s argument, suggesting that the introduction of native Office applications on Linux might not be as detrimental to Windows sales as some might believe. The notion that users would abandon Windows for Linux simply because Office becomes available is overly simplistic; many users purchase Windows through OEM deals or enterprise agreements that bundle various services.

Moreover, Microsoft has begun to extend its support for Linux, recently launching Edge for the platform and promoting tools like VS Code, PowerShell, and Defender to Linux users. This indicates a broader strategy to ensure that Microsoft’s services are accessible across different operating systems.

The problem isn’t getting Office onto Linux; it’s getting the full Office experience there

While Microsoft has made strides in supporting Linux through its web applications, the limitations of these offerings are evident. The web version of Office lacks several features that are integral to the desktop experience, including advanced collaboration tools and specific functionalities in Word and Excel. DHH’s “last 10%” argument is validated by Microsoft’s own documentation, which acknowledges these gaps.

Excel, in particular, presents a compelling case for a native Linux port. Features such as Power Pivot and Power Query, essential for advanced data modeling, are either absent or severely limited on Mac, underscoring the disparity between the desktop and web versions. This distinction is not merely cosmetic; it affects the usability and effectiveness of Excel for analysts and professionals who rely on its full capabilities.

The true strength of Microsoft’s Office suite lies not just in its interface but in its integration with a broader ecosystem that includes tools like Power BI, SharePoint, and Teams. While alternatives like LibreOffice exist, they often fall short of meeting the complex demands of enterprise workflows, which continue to regard Microsoft Office as the gold standard.

If Microsoft doesn’t need Windows to sell Office, Linux is harder to ignore

Recent discussions surrounding Linux’s market share have suggested a growth rate that, while not as significant as some reports claim, still indicates a rising interest in the platform. Notably, Ubuntu is experiencing faster growth through Windows Subsystem for Linux (WSL) than through traditional installations. However, this growth alone may not be sufficient to compel Microsoft to prioritize a native Office port for Linux.

Omarchy’s mission is not to convert Windows users but to create a more approachable Linux desktop experience for those already inclined to explore it. Microsoft’s strategy with WSL reflects an acknowledgment of the demand for Linux tools among developers. The company’s decision to support Edge on Linux, years after Chrome’s debut, signals a desire to capture users wherever they may be.

The pivotal question remains: would Microsoft prefer to lose a Linux user entirely, or would it rather sell them a Microsoft 365 subscription? While the development of a native Office suite for Linux would require significant investment, DHH’s challenge opens up an intriguing dialogue about the future of productivity software in an increasingly cloud-centric world.

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Excel keeps people on Windows, and a Linux distro creator wants Microsoft to end that