Earlier quoted context omitted.
Nadella took the reins in 2014 and the stock has 10x’d since then. In the same timeframe, the sp500 has 2.5x’d. Sounds pretty successful to me?
Stock price going up is not the success criterion for a business. Making money is. And Microsoft's decisions are undermining their ability to make money in the future, which makes them bad decisions even if the stock price has gone up or if they make more money in the short term.
Microsoft’s net income is up roughly 5.4x from ~$22B in 2014 to $119B today. Profit margin also expanded, from ~25% net margins in 2014 to over 36% today.