I mean, it's a very nice speech but why is Microsoft failing everywhere except Azure? Doesn't seem like outstanding results to me.
Surely Azure is failing too, it's easily the worst cloud option. We have a few clients who run APIs on Azure and for all of them I've had to write special systems to monitor and handle the API falling over.
Microsoft's revenue was $281.7 billion for the last year, up 15% on the previous year. Revenue from Azure was > $75 billion. Doesn't seem like a failing company to me.
https://www.microsoft.com/investor/reports/ar25/index.html