Re. Microsoft and Disney
For the sake of avoiding disruption they have clung to the OOXML file format, which utilises highly normalised data…
WTF? I can assure that OOXML is not particularly highly normalised but the file format is not really relevant when you are working within the application. Microsoft rushed the format out and because it got ECMA stamped on it, is kind of stuck with it. It's a shit format in most cases but not because of it's NF which basically bizarre: viz. SharedStrings allows duplication and embedded styling.
Disney has, like many companies, crises. The fact that it's still going is down to no small part to Pixar and buying Marvel: it spent a good while actively discouraging innovation within Disney and Eisner was an idiot.
Retroactively justifying Apple's successes is dangerous because it is selective and ignores the failures. Under Steve Jobs Apple managed the difficult transition of OSes and expanded extremely successfully into consumer electronics. The ship hasn't sunk under Cook: sales and profits are up and the devices are available around the world but where are the new products? Why is the I-Pad losing market share where the competition is still so weak?