"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.