There were several good responses to my message like yours.
A ceo of a tech company has to both grow revenue and cultivate new technologies. A major company working in almost every area like microsoft has to do even more, so they don't get usurped like endless other former leading companies. Microsoft was challenged in a lot of ways. Ballmer did very well on the bringing in more money area.
1. mobile phones (basically completely blew it here - they had all the pieces but couldn't put them together because of both poor execution and more nimble competitors). Ballmer did terrible here. Even buying nokia was a disaster.
2. web - they managed to keep it microsoft centric for a long time where it only rendered correctly on ie3, but it eventually escaped them. they do sell some web server software, but the days where it had to render correctly on windows, both preventing other platforms from being used and being used for hosting web apps are gone. He held the world at bay for a long time, so I'll give him 25% success here.
3. cloud - azure started under him, so I'd give him 50% success. Who would have thought amazon would kick Microsoft's butt so thoroughly. I saw so many good people go to work there, I never thought amazon would succeed with such a different philosophy, people leaving there so frequently after 2 years.
4. Money, growth - 4/4. So much money. Yet at the same time, people started looking for other companies, and the company felt more and more like it was missing out by forcing everything to reinforce windows and office.
Satya has at least changed the tenor of the company, attracting developers back. I do think Windows seems to have turned into a terrible mess, with unless beta releases with lots of bugs. They fired all the testers because they weren't doing anything? Satya was also leading the azure division, so I think he does get some credit for that.