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> I can't really imagine how telemetry and shilling OneDrive actually leads to meaningful revenue growth.

Microsoft’s ad revenue is $10B (1). Allowing advertisers to send ads based on user profiles is a major feature of digital advertising. Collecting telemetry data improves the user profiling.

These types of changes have a direct positive impact on one of Microsoft’s fastest growing revenue stream. This will lead to meaningful revenue growth.

(1) https://digiday.com/media/microsofts-ad-revenue-hit-10b-and-...



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