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Microsoft, currently the most valuable company, is having a Nadellaissance

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Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#2
Satya has done a tremendous job turning around Microsoft. It was headed in the direction of becoming a slowly sinking behemoth under Ballmer, but he's turned it around.

Sundar, on the other hand, is just content collecting $$ and showing more ads.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#4
post #2

Satya has done a tremendous job turning around Microsoft. It was headed in the direction of becoming a slowly sinking behemoth under Ballmer, but he's turned it around. Sundar, on the other hand, is just content collecting $$ and showing more ads.

The stuff propping up Microsoft now (Office 365, Azure, Windows 10) were all started under Ballmer, weren't they?

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#6
post #2

Satya has done a tremendous job turning around Microsoft. It was headed in the direction of becoming a slowly sinking behemoth under Ballmer, but he's turned it around. Sundar, on the other hand, is just content collecting $$ and showing more ads.

The stuff propping up Microsoft now (Office 365, Azure, Windows 10) were all started under Ballmer, weren't they?

How does that matter? The article clearly states that Microsoft was still hanging on Window and PC software for majority of its revenue and made terrible bets (like Nokia acquisition) under Ballmer. Satya worked hard to change the direction of the company. He pushed to cut budgets from other departments and invested in Azure. Another important thing is that he resisted the urge to make shiny bets (like self driving cars) and kept the company focused on its cloud strategy.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#7
post #2

Satya has done a tremendous job turning around Microsoft. It was headed in the direction of becoming a slowly sinking behemoth under Ballmer, but he's turned it around. Sundar, on the other hand, is just content collecting $$ and showing more ads.

The stuff propping up Microsoft now (Office 365, Azure, Windows 10) were all started under Ballmer, weren't they?

Yeah, it's hard to see what Nadella's leadership has actually added to MS from where I've standing. As best as I can tell, there hasn't been any major new products or shifts since Ballmer left. People talk about MS "stagnating" under Ballmer, and that's true of the stock price, but revenue and profit more than doubled under Ballmer and he introduced multiple new billion-dollar products/services. Nadella has made some notable acquisitions (LinkedIn, Github, Minecraft), but I'm not real sure that these are really winners from a business perspective, aside from Minecraft.

Sure, Ballmer had failures too - Windows Phone and Zune didn't take off. But you can't win every time.

EDIT: Sorry, was lazy and abbreviated Windows Phone to WP.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#8
post #2

Satya has done a tremendous job turning around Microsoft. It was headed in the direction of becoming a slowly sinking behemoth under Ballmer, but he's turned it around. Sundar, on the other hand, is just content collecting $$ and showing more ads.

The stuff propping up Microsoft now (Office 365, Azure, Windows 10) were all started under Ballmer, weren't they?

Ideas are dime-a-dozen. It's execution that matters.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#10
post #7

Earlier quoted context omitted.

The stuff propping up Microsoft now (Office 365, Azure, Windows 10) were all started under Ballmer, weren't they?

Yeah, it's hard to see what Nadella's leadership has actually added to MS from where I've standing. As best as I can tell, there hasn't been any major new products or shifts since Ballmer left. People talk about MS "stagnating" under Ballmer, and that's true of the stock price, but revenue and profit more than doubled under Ballmer and he introduced multiple new billion-dollar products/services. Nadella has made some…

May I ask what’s WP?
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