3 ms·
Nadella took the reins in 2014 and the stock has 10x’d since then. In the same timeframe, the sp500 has 2.5x’d. Sounds pretty successful to me?
by gdhkgdhkvff 6mo ago
Nadella took the reins in 2014 and the stock has 10x’d since then. In the same timeframe, the sp500 has 2.5x’d. Sounds pretty successful to me?
- a_vanderbilt 6mo agoIn theory, the market should be pricing in based on future potential. As it has become increasingly clear this past decade, the market is not rational.
- drob518 6mo agoIn a bubble, everyone looks like they’re doing well. Don’t confuse that with an actual strategy.
- gdhkgdhkvff 6mo agoBut I compared it to sp500. Even QQQ only 6x’d in that timeframe. Which bubble are you talking about? Even if you remove everything after January 1 2020, it’s still up 4x since nadella took over. And that follows a decade of stagnation under Balmer. What numbers do you know of that show that Microsoft hasn’t been successful since nadella took charge? Complain all you want about the products, but the stock under nadella has been a success.
- bigstrat2003 6mo agoStock price going up is not the success criterion for a business. Making money is. And Microsoft's decisions are undermining their ability to make money in the future, which makes them bad decisions even if the stock price has gone up or if they make more money in the short term.
- andsoitis 6mo ago> Stock price going up is not the success criterion for a business. Making money is. Microsoft’s net income is up roughly 5.4x from ~$22B in 2014 to $119B today. Profit margin also expanded, from ~25% net margins in 2014 to over 36% today.
- adrianN 6mo agoIf the market agreed, the stock wouldn’t go up.
- sph 6mo agoIf your only metric is stock price, yes. That’s the value proposition of enshittification.
- user____name 6mo agoSure, but how much of that had to do with the design and implementation of Windows? You know, the OS that runs half of the modern economy. Microsoft is just milking it without a coherent vision.
- pndy 6mo agoMaybe financially MS is successful but at the cost of flagship product becoming adware and people fleeing slowly away
- deleted 6mo ago[deleted]
- snarfy 6mo agoCloud was taking off at the same time. Anybody in his spot would have been successful.