Originally Posted by Suddenly Newton
I'm sure it sucks for MS to lose marketshare, but mobile wasn't really a windfall in revenues for them, nor is Bing. If you consider that iOS enables Apple to sell iPhone, iPad, and iPod Touch possible, and Android helps Google (in theory, but they don't enforce it) make money in mobile search revenues, what does Windows Mobile do for Microsoft? Apple makes money from hardware, Google makes money from mobile search. What is the value of Windows Mobile (née Windows Phone) to Microsoft? Are they really going to make a lot selling licenses to phone manufacturers at $12-$15 a copy? Is it to make money from Bing searches? Or from the Windows Phone app store? These aren't traditionally big sources of income for Microsoft.
WP7 is actually like Bing in a way. It's not much of a money spinner but it's of "strategic importance".
If you were to accept the word of tech pundits, then in the coming years high speed wireless internet will be ubiquitous and either our data will exist in the cloud (if you follow Apple), data+applications will exist in the cloud (if you follow Google) or a hybrid will exist (if you believe Microsoft).
So if the goal is to pull a users information and services together across multiple screens and devices then to offer the best user experience a company would need to have control over the software (and in Apple's case: hardware) across those different devices.
So in a round-about way WP7 will help to sell Windows 7 licences to consumers.
Enterprise is somewhat similar. If Microsoft are able to find a compelling way to slot WP7 into their enterprise stack so it looks something like Windows Server (Sharepoint, Exchange etc)\\ Windows \\ Office \\ WP7 then it might reduce the number of companies jumping ship to products like Google Apps, thus in a round-about way WP7 could help to sell Windows Server & Office licences as well.