The evolution of Microsoft under Satya Nadella provides a blueprint for how to transition companies from one focus to another.

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HOW MICROSOFT EVOLVED FROM A CLOSED SW COMPANY TO CLOUD COMPANY

HOW TO FOCUS ON CHANGES, ADDITIONS, AND SUBTRACTIONS

2001: XBox, Office 365
2008: Azure
2017: Microsoft Teams
2018: GitHub
Be patient: Many of Microsoft’s investments required 10+ years to grow
Buy new capabilities: Acquisitions
Break the limitations to expand markets: Move to cross-platform support (Office on MacOS, SQL on Linux, Linux in Aure, Bing with Google) - see Red Hat with RHEL, IBM with IBM Cloud or Mainframe, Cisco with SW+Hardware
Embrace new business models: SaaS services, pay-as-you-go Cloud services
Invest for the Future: Microsoft has caught up to Google in CAPEX spending

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