Microsoft feels like it's now really just two divisions: the one that makes lots of money and the one that is thrashing around desperately trying to find income

Microsoft feels like it's now really just two divisions: the one that makes lots of money and the one that is thrashing around desperately trying to find income streams to justify their continued existence. The latter division likely lives in fear of the day that they're ejected from the company, either as a spinoff or sold to another company, so they have tons of motivation to find new revenue streams, even at the potential cost of damaging the corporate brand.