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How Satya Nadella turned Microsoft around

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351–360 of 487 posts

Re: How Satya Nadella turned Microsoft around

#351

Earlier quoted context omitted.

The phone carriers doomed Windows Phone. AT&T and Verizon both agreed they didn't want to sell three OSes, they barely wanted to sell two. You could have the best phone OS there is, but if no one is selling it it doesn't matter.

MSFT could have opened up retail stores with their boatloads of cash like Apple. But they didn’t want to take the risk with a low margin high cost center activity like providing in person support and expanding headcount. Hence no reward. And with their recent closing of Microsoft stores, it’s clear that they are doubling down on rent seeking from Office and Windows licenses.

I still think Retail Stores were a red herring. Even if people bought unlocked Windows phones directly from Microsoft Stores they couldn't get SIMs from half the major carriers at any given time as Microsoft was forced not to support given Verizon SIMs as one point due to a dumb war with them and Verizon flat out refusing to allow the devices on to the network. (At a different point AT&T almost did the same thing, but relented.)

On top of that, even though that was towards the end of the era of massive phone hardware subsidies from the carriers, it was still the era of massive phone hardware subsidies from the carriers if you bought directly from them.

Apple had/has "luxury brand" caché that Microsoft couldn't build into its stores if it wanted to, and first mover advantage on top of that. Many consumers didn't blink if there was a huge sticker price difference between the iPhone in the AT&T Store and the unlocked one in the Apple Store, because it was a luxury brand. Microsoft was never going to earn that. Additionally, if a lot of people showed up to an AT&T or Verizon store with an unlocked iPhone and were refused a SIM that would be a major scandal, and would get a lot of luxury good "entitlement" people out of the woodwork. People told that they couldn't buy an unlocked Microsoft phone and use it on their carrier just shrugged and moved on (to an iPhone or an Android).

> And with their recent closing of Microsoft stores, it’s clear that they are doubling down on rent seeking from Office and Windows licenses.

Windows and Office are still getting improvements, it is a bit disingenuous to consider those products "rent seeking".

Xbox and Surface are doing just fine with or without Microsoft-specific Stores.

Besides, both before and after the Microsoft Stores, Microsoft had good retail relationships with Best Buy and others. It's not like there is "zero" Microsoft retail exposure without Microsoft owning their own boutique retail stores.

Re: How Satya Nadella turned Microsoft around

#352

Earlier quoted context omitted.

+1. I'm far from an Apple zealot, but Tim Cook added $1.7 Trillion to apple's market cap since taking over as chief executive. He certainly isn't the product visionary that Jobs was, but a rare few are. IMO Cook may have even been a better executer than Jobs, even if his decisions are more risk averse. And he has still taken a few notable ones – e.g. Apple's recent shift to services revenue (news, music, card, etc) w…

I don't really have a horse in this race, but I'm not sure that the best defense against > Another example of such uninspired CEO that keeps making good quarters but tarnishes his company advantages is Tim Cook. is > but Tim Cook added $1.7 Trillion to apple's market cap since taking over as chief executive.

Good thing that's not the only feather in Tim's cap. He's vastly expanded Apple's valuation while simultaneously introducing new, successful products, and growing Apple's place in the tech world.

Steve was visionary, but Tim has taken that vision farther than anyone ever gives him credit for.

Re: How Satya Nadella turned Microsoft around

#353
post #129
post #118

Earlier quoted context omitted.

Windows 10 search function is completely broken, it won't even find a program that's in start menu, not sure if it's because I disabled all the online functionality of search. If I want to find something online instead of my computer I use a browser. Thankfully there are great alternatives for the atrocity, such as Everything, it's mind-blowing how a third party program is orders of magnitude faster than native syste…

If you disable “Background Apps” in Settings, Windows 10 will “helpfully” disable indexing (backed by Cortana service?) as well, rendering your index completely stale, which manifests as items in start menu don’t show, apps deleted a year ago still show, etc. All the garbage “solutions” when you search for this problem online don’t help at all. This problem once wasted me hours.

Dang. I thought you may have inadvertently pointed me in the right direction as to why I can't even get my indexing service to start. But, no luck. Maybe I'll get around to putting more hours in to fixing it someday.

Re: How Satya Nadella turned Microsoft around

#354

I'm using Windows 10 because I want to run modern programs, but I still don't see the usability of the operating system to be as good that it was with Windows 7. If I go to settings, or open the start menu, I have latencies measured in seconds, even though I have a fast gaming laptop. As a comparision on my iPad most of the settings windows have about 0.2s rendering latency (some shorter, some longer), but in reality…

agree to this. They had a good going with windows 7. The freaking windows 10 photos app intermittently hangs forever when opening a simple image file. I was just using Videos and it crashed when opening settings. Skype is still a disaster years after swinching from skype classic. The abomination that replaced control panel is designed intentionally like a maze from which you cant get out. I dare you to find the bluet…

All the last 5 months or so of using Windows 10, I thought this issue was only on my computer because I installed TechSmith's Capture app. Now I know it's not. Viewing/Opening photos is a very common task people do on PC. How could this have passed the QA tests is beyond believable to me.

Re: How Satya Nadella turned Microsoft around

#355
post #8

I'm as big of a Satya fan as anyone, but someone who doesn't get enough credit is Ballmer. It wasn't a coincidence that on the day Ballmer stepped down and Satya became CEO (2014), Microsoft also announced Office for iOS, Cloud first strategy, and a whole slew of cloud/Azure product announcements. All of which was developed under Ballmer watch and he handed off the launch and continued execution to Satya.

Steve Ballmer was a guy who restlessly milked two Microsoft cash cows (Windows and Office) to accommodate investors quarter after quarter. He didn't have a vision or courage to push Microsoft in some other direction, and my impression was that all good things that started under his regime (Azure, more openness) was either reactionary or he simply didn't care (most of early open source push was from his lieutenants).…

To not include Microsoft when you say 'big tech' is blinkered.

They are currently the 2nd biggest company in the world by market cap. Around double the size of Facebook.

They might not be cool or trendy in tech circles anymore, but they are without a doubt a big tech company.

Their OS runs over 70% of desktops [1] and their office suite has over 80% of the market share [2]. And that's just the sectors they completely dominate in before we even talk about other sectors that they are involved in with major competitive products. Xbox, Surface, Azure, SQL server, Power BI, Windows Server, .net, Visual Studio, BizTalk, are all huge popular widely used tech products. And I'm sure there's more that I don't know.

And then add GitHub and LinkedIn if you want to count recent acquisitions that still seem to operate mostly independently at the moment.

1 - https://gs.statcounter.com/os-market-share/desktop/worldwide

2 - https://www.ciodive.com/news/Google-Microsoft-Office-collabo...

Re: How Satya Nadella turned Microsoft around

#356
post #62

Earlier quoted context omitted.

Cook hasn't damaged Apple nearly as much as Ballmer hurt MS. During Ballmer's tenure, Microsoft launched the Zune, the various disastrous incarnations of Windows Phone, Windows 8, and the Xbox One (which halved its marketshare vs the 360). Cook may not be innovative, but he has yet to have a real failure, much less a disaster on the scale of those.

As someone who bought the Windows Phone it was glorious. When Windows Mobile 10 arrived it was fantastic. Such a shame they sold it off and yes I know the reasons but it was the best phone I've had in the modern century.

Doesn't iPhone have live tiles now/soon?

Re: How Satya Nadella turned Microsoft around

#357
post #8

I'm as big of a Satya fan as anyone, but someone who doesn't get enough credit is Ballmer. It wasn't a coincidence that on the day Ballmer stepped down and Satya became CEO (2014), Microsoft also announced Office for iOS, Cloud first strategy, and a whole slew of cloud/Azure product announcements. All of which was developed under Ballmer watch and he handed off the launch and continued execution to Satya.

I worked for MS under ballmer and turner. And they are in my opinion definitly, with Gates in the background, the ones that are the reason why the shared have rocketed. Satya did not invent the "platform wins" strategy. That was long before him. And that's what the company is still capitalizing on. That's what Microsoft is still the best at. Platform. And tools. No one comes even close to having the developer experie…

[deleted]

Re: How Satya Nadella turned Microsoft around

#358
post #132
post #116

Earlier quoted context omitted.

> the various disastrous incarnations of Windows Phone Surprisingly the phone was loved. What wasnt loved was the one desktop everywhere so when they tried to push 'Metro' to the PC, tablet and phone it struggled. But the tiled phone interface was good, and a lot of people liked it. I really think Ballmer and Cook are manifestations of the same person. Mac OS quality is the worst it's been in probably a decade+? Hard…

The Windows phone was loved because it had excellent Nokia hardware. The software was not loved and the app store was lacking.

The phone had great software and could run on incredibly low-end hardware like the Nokia 520. I had that phone and it was functional, fast and far better designed than any of the Android equivalent low-ends at the time.

Biggest flaw at the time was Google's shady nonsense involving banning Google Maps/Youtube on Windows Phone without a native app.

Re: How Satya Nadella turned Microsoft around

#359
post #116

Earlier quoted context omitted.

> the various disastrous incarnations of Windows Phone Surprisingly the phone was loved. What wasnt loved was the one desktop everywhere so when they tried to push 'Metro' to the PC, tablet and phone it struggled. But the tiled phone interface was good, and a lot of people liked it. I really think Ballmer and Cook are manifestations of the same person. Mac OS quality is the worst it's been in probably a decade+? Hard…

As a consumer, I loved the phone. As a developer, I was afraid to touch it. Dumping the old Windows Mobile platform for Windows Phone was understandable, but the compatibility break between Windows Phone 7 and Windows Phone 8 was really off-putting. Though I think the biggest problem there is that it didn't happen in a vacuum. It was one more event in a fairly long list of Microsoft technologies and APIs that were sh…

> "Dumping the old Windows Mobile platform for Windows Phone was understandable, but the compatibility break between Windows Phone 7 and Windows Phone 8 was really off-putting."

My memory is fuzzy on the specifics but the breaks weren't done just for the fun of it. If I recall correctly, refactoring on a titanic scale on the Windows Phone OS was underway along with the same on Windows itself to both make Windows a componentized OS that would work on anything from a tiny mobile device to a huge server and to synchronize the architecture of WP to Windows. By the time of WP10, as the old joke goes, "the operation was a success but the patient died". It's kind of a pity.

Re: How Satya Nadella turned Microsoft around

#360

Earlier quoted context omitted.

> Apple also made great strides in ecological manufacturing and supplier accountability Do you have evidence of that? It seems like it is quite the opposite. Apple prefer to destroy not working phones or Macs instead of repairing them. They make sure independent repair shops cannot repair any of their products and design them in a way so that they fail in short space of time, so customers can either pay for repair th…

See e.g. the annual reports in https://www.apple.com/environment/ regarding environmental responsibility and the graphs in https://www.apple.com/supplier-responsibility/ regarding improvements in supplier responsibility. Even Greenpeace acknowledges quite a bit of progress in many respects: https://www.greenpeace.org/usa/wp-content/uploads/2017/10/GG... — keep in mind that they used to picket Apple annual meetings. A…

Perhaps there has been an improvement in other parts of the supply chain, but the situation in DR Congo (where e.g. coltan used for capacitors is mined) seems to only be getting worse.
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