Microsoft roundup: Job cuts, strategy, Nadella interview, InMage


"We viewed [Satya Nadella's] letter yesterday to employees as putting everyone on notice that he wants to make organizational changes," writes Nomura's Rick Sherlund after taking in Nadella's missive.

Sherlund thinks Microsoft (MSFT +1%) might shed 5%-10% of the ~125K employees working for either Microsoft proper or Nokia's phone unit. He estimates cutting a quarter of the 25K-strong Nokia workforce would "eliminate about $1.0b of cost structure."

Meanwhile, others have honed in on Nadella's productivity emphasis, and his attempts to distance himself from Steve Ballmer's "devices & services" mantra. Harry McCracken: "The new vision ... feels less like it’s reacting to the changes to the industry which Apple has wrought by imitating them: Apple is never, ever going to have a mission statement which leads with the word 'productivity.'"

CITEworld, for its part, likes Nadella's remarks about making heavy use of data to drive product decision-making.

In an interview with The Verge, Nadella rejects traditional distinctions between enterprise and consumer markets. "Any thinking consumer should consider Microsoft because guess what, you're not just a consumer. You're also going to go to work, you're also going to be productive and we can do a better job for you in there"

Microsoft has acquired InMage, a provider of disaster recovery/failover hardware and software for businesses and service providers. The company plans to integrate InMage's technology, which captures data changes in real-time, with Azure's recently-launched Site Recovery service.

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Comments (4)
  • jcl1969
    , contributor
    Comments (46) | Send Message
     
    Like the comments regarding enterprise versus consumer markets. He is right on. MSFT is a great stock for the long term investor with a minimum 3-5 year time horizon
    11 Jul 2014, 07:14 PM Reply Like
  • Ruffdog
    , contributor
    Comments (3434) | Send Message
     
    And while you are waiting, you are getting 3% on your money!
    12 Jul 2014, 09:37 AM Reply Like
  • wil3714
    , contributor
    Comments (2273) | Send Message
     
    Look for them to do more acquisitions in cloud space in spaces such as data sec impv
    12 Jul 2014, 03:33 AM Reply Like
  • techy46
    , contributor
    Comments (11411) | Send Message
     
    Microsoft's "cloud first, mobile first" would actually be better phrased "enterprise first, consumer second". Apple could then use "consumer first, enterprise last".
    12 Jul 2014, 11:14 AM Reply Like
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