Yesterday’s Microsoft Financial Analysts Meeting was all at once a reaffirmation of Microsoft’s strengths, a defense of its positions, especially in the consumer space, a last dance of sorts for outgoing CEO Steve Ballmer, and a glimpse at a new regime (minus, of course, a new CEO) that is not only running the company, but changing how the company is run.
Right off the bat, CFO Amy Hood let it be known that the CEO search is still ongoing, but there would be no news on that front. But with a couple of panel discussions featuring the new leadership teams, what felt like a farewell address by Steve Ballmer, and a number of indications that Microsoft is rapidly becoming quite a different company.