Published on February 19, 2014
Why Nadella Will Lead Microsoft In The Right Direction
“Going forward, it’s a mobile-first, cloud-first world.” Satya Nadella CEO
Who is Satya Nadella? Insider for over 20 years Worked on some of Microsoft's most profitable and growing businesses, including Office Previously served as the executive vice-president of Microsoft's cloud computing, plus he has held many other leadership positions
Noteworthy from Microsoft's 2Q14 Earnings Report Consumer revenue up 13% Search-advertising revenue grew 34% Commercial revenue growth at 10% 3% increase in net income with devices Bing search share grew 18.2%
Nadella will focus on cloud infrastructure. In order to do so, he must convince the board to invest much more heavily in cloud infrastructure now, while the market values cloud computing highly, or lose ground permanently to rivals.
Microsoft (MSFT) expenditure on R&D from 2002-2013 (in millions of dollars) Source: Microsoft Corporation
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