Apple, Google, Microsoft: Where does the money come from? | ZDNet
Above link shows revenue sources for Apple, Google, and Microsoft as of about a year ago.
Apple: over half from iPhone alone; hardware total about 91%. They have enough cash in the bank to buy Intel or Citigroup outright--circa 190 billion.
Market capitalization as of 5/7/15: Apple 722 billion; Microsoft 378 billion, with only Exxon between them.
Google: advertising revenue over 90%. Market capitalization 362 billion.
Microsoft: 55% corporate and enterprise, 45% consumer/small business
The 55 is split into 47 for commercial licensing (Windows Server products, Volume Licensing editions of Windows, and Office for business) and 8 (and rapidly growing; enterprise services, notably Windows Azure and the commercial editions of Office 365).
The 45 is split into 23 for consumer licensing (OEM Windows licensing, Office for home and small business users, and Windows Phone), 14 for consumer hardware (Xbox hardware, Xbox Live subscriptions, Surface products, and PC accessories such as mice and keyboards), and 8 consumer other (Windows and Windows Phone online stores, brick-and-mortar Microsoft Stores, Xbox games and services, online advertising (mostly from Bing), and Office 365 Home Premium subscriptions).
So, licensing is 70% of all MS revenue--as of a year ago, with only 1/3 of that to small business and home users.