It isn’t easy being huge as both Apple and Microsoft are starting to realize. Both companies are incredibly successful and I’m not here to say either is in real danger, but both are suffering major structural challenges that will hurt them in 2025. What’s key for these predictions is how they respond.
I’ll deal with Microsoft first because there the challenges and solutions are both clearer than they are with Apple. I’ve been very impressed with Microsoft CEO Satya Nadella who I think hasn’t saved the company, because it didn’t need saving, but he’s a real improvement over Steve Ballmer. Nadella has done the best he can to get Microsoft in order and reinvigorated, […]
Microsoft has a new CEO in former cloud and server chief Satya Nadella and readers have been asking me what this means? Certainly Nadella was the least bad of the internal candidates but an external selection would have been better. Whether it works out well or not probably comes down to Bill Gates, who leaves his job as chairman to become Nadella’s top technical advisor.
Following my 
So Steve Ballmer is leaving Microsoft a year from now: what kind of schedule is that? It’s one thing, I suppose, for a company to point out that they have a retirement policy or a succession plan, or even to just give the universe of potential Microsoft CEOs a heads-up that the job is coming open, but I don’t think that’s what this is about at all. It’s about the stock. Like in baseball, when all else fails to get the team out of a slump, fire the manager. And sure enough, Microsoft shares are up eight percent as I write. Ballmer himself is $1 billion richer than he was yesterday. I wonder if he […]
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