Unfair to give him credit for all 850, but he’s done a phenomenal job as CEO. The cloud focus is obvious in hindsight, but Ballmer would still be milking Windows, and imagine if they installed a non-tech CEO.
Satya Nadella Added $850B to Microsoft
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Re: Satya Nadella Added $850B to Microsoft
#12He made the right call by putting the cloud first, that's where real revenue come from. Nevertheless, let's remind that $MSFT has around 150k employees, where literally thousands are top tier in their position all across the industry.
Isn't the lion's share of MSFT's profits from their traditional OS and Office business units?
Re: Satya Nadella Added $850B to Microsoft
#13Counterpoint: Maybe the departure of Steve Ballmer added $850B to Microsoft?
Counter-counterpoint: but there's a lot less onstage dancing and screaming.
Re: Satya Nadella Added $850B to Microsoft
#14If you're curious why this run-of-the-mill PR piece is rising on HN, keep in mind that Microsoft (and other FAANG) posts like these are gamed by employees. https://www.kickscondor.com/satya-nadella-'reads''games'-hac...
Meh, I upvoted because I thought it was interesting reading about the differences and how MS has changed over the years.
Re: Satya Nadella Added $850B to Microsoft
#15Satya takes all the credit for Trump wanting to punish Bezos?
With that relatively measly $10 billion defense deal?
Re: Satya Nadella Added $850B to Microsoft
#16> The company is the world's strongest supporter of the Linux open source coding system Citation needed. Also, a gentle reminder that Satya Nadella, as amazing as he might be, is not the sole reason why Microsoft's stock price has gone up.
The phrase "coding system" provides a good hint of the level of insight possessed by the journalist.
Re: Satya Nadella Added $850B to Microsoft
#17He made the right call by putting the cloud first, that's where real revenue come from. Nevertheless, let's remind that $MSFT has around 150k employees, where literally thousands are top tier in their position all across the industry.
Isn't the lion's share of MSFT's profits from their traditional OS and Office business units?
That may be, but each incremental dollar of cloud revenue is assigned a much higher multiple by investors because it is growing quickly and seen as being more defensible over the long term.
Re: Satya Nadella Added $850B to Microsoft
#18> The company is the world's strongest supporter of the Linux open source coding system Citation needed. Also, a gentle reminder that Satya Nadella, as amazing as he might be, is not the sole reason why Microsoft's stock price has gone up.
The phrase "coding system" provides a good hint of the level of insight possessed by the journalist.
I'd rather not judge the journalist's sourcing abilities by a perception of their expertise in the field that comes from two words. To put it another way: assuming good faith, it's entirely possible that the journalist was told some sort of statistic that agreed with the statement they made; I'm simply curious as to what it might be.
Re: Satya Nadella Added $850B to Microsoft
#19If you're curious why this run-of-the-mill PR piece is rising on HN, keep in mind that Microsoft (and other FAANG) posts like these are gamed by employees. https://www.kickscondor.com/satya-nadella-'reads''games'-hac...
Whilst that doesn't read well, is that quote confirming that he's "gaming" HN? To me that could be read as "We're focusing on interacting with the community to answer questions, gain feedback, and address concerns."
I do tend to give people the benefit of the doubt though...
Re: Satya Nadella Added $850B to Microsoft
#20He made the right call by putting the cloud first, that's where real revenue come from. Nevertheless, let's remind that $MSFT has around 150k employees, where literally thousands are top tier in their position all across the industry.
Isn't the lion's share of MSFT's profits from their traditional OS and Office business units?
Check out their Q4 earnings release; Azure and cloud services are the products with highest growth. IIRC While Office desktop is still a major revenue source the market is trending towards Office 365, and Windows is behind cloud services revenue.