Upward trending is what most tech stocks have in today's overvalued market - Nadella or no Nadella. Correlation is not causation.This is what Microsoft's stock price has done since Nadella took over:
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No one is going to fire a CEO with this kind of stock performance unless there's some deep corruption or something else afoot.
MSFT's current value feels very hollow, because the increasingly singular "Azure, Azure, Azure" focus of Nadella's will eventually run out of road when other companies with more vertical integration between their cloud offerings and other platforms (mobile, IoT) start really leveraging and flexing. Nadella writing off mobile will be his downfall when his tenure is considered in retrospect.
All that aside, trying to excuse Microsoft's fundamentally flawed Windows development and update process with "yeah but the stock price" is a little silly.
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