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How Satya Nadella and Microsoft won back Wall Street

By Quartz

In 2012, Microsoft looked like it could crumble. It posted its first quarterly loss in the company’s history, set against the background of a failingRead full story

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  • There’s a back story to this that not many people are aware of. This is a case where the board of directors actually took control, led by a friendly but activist shareholder called ValueAct Capital. Rather than proxy fights and trying to destroy the company, ValueAct initiated the changes to unbundle

    There’s a back story to this that not many people are aware of. This is a case where the board of directors actually took control, led by a friendly but activist shareholder called ValueAct Capital. Rather than proxy fights and trying to destroy the company, ValueAct initiated the changes to unbundle Microsoft’s products, part ways with Balmer and put Satya in place to lead the changes that led to the turn around.

  • Completing the shift to subscription/service/cloud business models across the product portfolio is a big part of Nadella‘s legacy so far. And the cultural shift in Microsoft leadership is striking. But it is notable that it’s very easy to be on a smartphone or computer throughout your day and never use à Microsoft product.

  • Highlighting the importance of having a Growth Mindset, Satya led a massive cultural transformation from “know it all” to “learn it all”, together with a strong innovation and partnership agenda. What Satya has done in the past 4 years as CEO of Microsoft is simply impressive. If you haven’t read it

    Highlighting the importance of having a Growth Mindset, Satya led a massive cultural transformation from “know it all” to “learn it all”, together with a strong innovation and partnership agenda. What Satya has done in the past 4 years as CEO of Microsoft is simply impressive. If you haven’t read it, his book Hit Refresh is a good read.

  • A CEO can't change everything esp. in stories of industrial giants such as Microsoft. But he has made great impacts on the transformation. I learnt from his book "Hit Refresh" that what he has done is to hear real voices of Microsoft guys. He believes them and has overcome internal conflicts.

  • Microsoft looks more like an SAP/Oracle competitor every year.

    This drastically sets them apart from Apple, who’s still focused on their hardware and expanding reach into the arts, apps, and education arena.

  • It’s not just what Nadella’s done, but from where he started. Under Steve Ballmer’s stewardship, they missed badly on every move, for a decade.

  • Microsoft has always been a portfolio of unsexy but necessary assets. With Nadella scraping off the crust of Microsoft's once-calcified culture, this company looks like a great bet. Adding to Nadella's stewardship of the company and their great brands, you have a sense of maturity and humility that Microsoft

    Microsoft has always been a portfolio of unsexy but necessary assets. With Nadella scraping off the crust of Microsoft's once-calcified culture, this company looks like a great bet. Adding to Nadella's stewardship of the company and their great brands, you have a sense of maturity and humility that Microsoft learned during the earlier part of the century. A great company with vision.

  • Dramatic story of transitions in business model. Impactful.

  • A good CEO and business organization are usually humble. This firm was a total opposite until the last decade. Satya's rein has been a pivot.

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