I think it's really going to be a trust issue soon
"Hmm... do we bet our million dollar database data centre on Microsoft or Oracle?"
"Who made Windows 10?"
"Ah... Oracle it is then."
Joking aside, it didn't take long for "nobody ever got fired for buying IBM" to fade into history, and the current "nobody ever got fired for buying Microsoft" is probably going to go the same way. Microsoft's really reliant on goodwill and the fact that there aren't too many competitors people are willing to trust. Give them too many more hiccups - CEOs suddenly finding themselves unable to work because Windows 10 updated itself and bricked their work PC, for example - and that trust and goodwill is going to start evaporating rather quickly.