- Sources tell Bloomberg activist investor ValueAct, fresh off securing a Microsoft (MSFT) board seat, plans to push the software giant to "emphasize enterprise and cloud businesses," and to consider "jettisoning or scaling back hardware and consumer products."
- ValueAct also reportedly wants Microsoft to step up its efforts to "reduce its focus on Windows," and to have its products support 3rd-party mobile platforms. Microsoft launched Office iPhone and Android apps last year (available to Office 365 subs), and has suggested it will eventually launch Office iPad apps.
- Much as many (though by no means all) of Microsoft's PC and mobile apps only run on Windows and Windows Phone, the company's server-based software typically runs on Windows Server.
- Bloomberg's scoop comes amid widespread reports enterprise/cloud product chief Satya Nadella is set to become Microsoft's next CEO.
ValueAct reportedly wants Microsoft to focus on enterprise/cloud
Feb 3 2014, 18:09 ET