I think Nadella was driving more of a cultural change within the company. Business wise the path to Azure and the cloud was pretty straightforward and he stuck

I think Nadella was driving more of a cultural change within the company. Business wise the path to Azure and the cloud was pretty straightforward and he stuck to it. The question to ask might be, would Ballmer have done something else then focus on cloud? Like focus more energy on phones for instance? That could have led to a different financial result.