This man needs a fuck... he has probably run dry.
It looks like Satya has been brought in to oversee the last phase in Microsft's existence.
First came the BillG phase. During this phase they were pretty nasty to the industry, but at least they made some pretty good products and actually attracted customers through value.
Next came the Ballmer years. You've built the company and a solid product base and become a mature company - now just drive the ship and don't hit any rocks. The emphasis was in body-slamming the industry (Google, Apple) rather than competing through releasing excellent product. Unfortunately he hit the rocks.
Lastly comes the Satya Nadella phase. The company is only sinking slowly because the dirty great rock through the bottom is holding it up. Time to pump out all the value you can and get off the ship. Screw the customers over. They are just going to defect to other companies anyway, so best extract what you can out of them while they're still around.
The saddest thing about MS is that it has such amazing resources and capability. If it just was directed in productive ways rather than destructive ways the whole industry would be way better off.