In a company the size of Microsoft, reprioritizing projects correctly is how you create a turnaround. He made Azure and Office 365 the central focus of the company just as software revenue growth was shifting to cloud hosting and SaaS, he stopped lighting money on fire trying to resurrect Windows Phone, he pushed Linux and OSS compatibility/development, and he put Phil Spencer in charge of Xbox which has saved the gaming division. He's also made some really nice acquisitions, IMO.
Yep. You looked at the revenues and it was Windows and Office which were clearly not continuing growth areas. Azure was floundering and only targeting .Net. Xbox wasn't doing great. They were flaming out on mobile. They had most of the pieces. They just weren't arranged and prioritized properly.