At this point one must ask if Microsoft is still a software platform company - whether their products form a substrate where an ecosystem can form and build a coherent software environment for the users of their platform.
Microsoft used to be the Windows company (after being the BASIC company, then the DOS company). Then it became the Office company. Now it’s SharePoint and Office365 and Azure, a utility. Windows is a relatively small part. Office is both desktop and web (and spacecraft, where they have two versions of Outlook and none of them works). If you are confused at this point, so am I. There is no vision as to what Microsoft is. If Satya Nadella knows what Microsoft is, he isn’t communicating it properly. It’s not Azure, because there is also Office and Windows. And on-prem server products. And a line of hardware products. And stores (do they still exist?).
Microsoft used to be the Windows company (after being the BASIC company, then the DOS company). Then it became the Office company. Now it’s SharePoint and Office365 and Azure, a utility. Windows is a relatively small part. Office is both desktop and web (and spacecraft, where they have two versions of Outlook and none of them works). If you are confused at this point, so am I. There is no vision as to what Microsoft is. If Satya Nadella knows what Microsoft is, he isn’t communicating it properly. It’s not Azure, because there is also Office and Windows. And on-prem server products. And a line of hardware products. And stores (do they still exist?).