Earlier quoted context omitted.
> Investment in R&D means nothing if you can't deliver. Intel has enormous R&D budget. Boeing too. Did it help them? No. The most profitable current divisions at Microsoft were started under Ballmer. That’s literally stated in the original comment in the thread you are replying to.
We cannot tell if the currently most profitable divisions would become that profitable under Ballmer. That's the whole point - Satya somehow was able to develop the platforms through acquisitions and business vendor lock much better than Ballmer ever could. And we saw what happened with Windows division under Ballmer - it was profitable but it had no future. MSFT could become another IBM. With Ballmer we could get so…
Microsoft under Ballmer was insanely profitable, more than its competitors and far more than before he took the helm. And despite that Ballmer launched Azure, started the push towards Entreprise software and at no point stopped investing.
I don’t think Ballmer was the best CEO ever but his poor reputation is very much undeserved.