In a program on CNBC, Colin Gillis, BGC Partners Inc. senior tech analyst said that Microsoft Corporation (NASDAQ:MSFT) has not only experienced a new CEO, the company is revamping massively from different angles. There are 5 new directors on the board. Satya Nadella is making some bold decisions which are proving right for the company.
Gillis said that although Microsoft is performing extremely well in the market; stock and capital numbers are going in the right direction, it is still difficult to predict a good quarter and sound future in terms of stock price because of the fact that hardware sales are a problem for the company. He said that hardware area is a key these days for a tech company. Microsoft Corporation (NASDAQ:MSFT), despite of its Cloud and mobile innovation, hasn’t been able to successfully pitch in its phones and wearable devices. A lot of this has to do with the inability of Windows mobile OS and Windows 8 to imbibe a user base. He said that September quarter was good for Microsoft Corporation (NASDAQ:MSFT). It is expected that there will be a 13% sequential lift. He thinks that there are many problems for the company. This can be evaluated from the fact that Microsoft Corporation (NASDAQ:MSFT) suffered 10 consecutive bad quarters in regards to its PC business.
Gillis said that the main difference between leadership skills of Satya Nadella and ex-CEO of Microsoft Corporation (NASDAQ:MSFT), Steve Ballmer is that Nadella has opened up the company canvas for major players and welcoming the innovation at wider aspects without any biases. For example, Microsoft Corporation (NASDAQ:MSFT) rolled out Office for iPad. The company recently announced deals with Dropbox. Microsoft Corporation (NASDAQ:MSFT) has also acquired an email app which also support Apple Mail and Gmail This, Gillis thinks, is the key factor which is growing the company.