"Nadella must now use the data he’s been collecting to address a key question: How to generate more revenue in a world of cloud-based services and applications that largely run on other companies’ operating systems. Microsoft’s Windows, which once dominated computing, now underlies just 11 percent of gadgets, according to Sanford C. Bernstein & Co. Revenue is projected to increase 8.7 percent to $94.4 billion this fiscal year, down from last year’s double-digit growth, according to data compiled by Bloomberg.Why Nadella's Second Year as Microsoft CEO Will Be a Lot Harder - Bloomberg Business
“He’s hit all the low-hanging fruit -- that said, these things were not easy to do -- but now he has to address all the long-term issues,” said Brad Silverberg, a former Microsoft executive-turned-venture capitalist, who said he’s discussed the issue of changing business models with Nadella. “That’s what keeps him up at night. The risk is huge if you get it wrong.”"
Wednesday, February 04, 2015
Why Nadella's Second Year as Microsoft CEO Will Be a Lot Harder - Bloomberg Business