You're right, but I would phrase it a bit differently:
I believe Apple is a product company. They make things that people want to buy and use. Their products are built from a combination of hardware and software/services.
Microsoft is also a product company. The difference is that they make a lot of different types of products. Some are things people buy and use like Xbox, Surface, and Lumia. Some are "platforms" like Windows and SQL Server. And they still sell "software" like Office.
I believe Apple is a product company. They make things that people want to buy and use. Their products are built from a combination of hardware and software/services.
Microsoft is also a product company. The difference is that they make a lot of different types of products. Some are things people buy and use like Xbox, Surface, and Lumia. Some are "platforms" like Windows and SQL Server. And they still sell "software" like Office.