Microsoft has tons of business segments -- Xbox, Bing, Skype, software. But Bing has remained a loser behind Google search and, unfortunately, Xbox has not been exploited for its true potential. Skype is okay for some people, but Facetime and other similar services are rendering it less relevant.
Regardless, there are plenty of PC-ers out there and Microsoft is a huge name in the business landscape. So it has its purpose in the world.
One could make the case that some of its businesses should be spun off to unlock shareholder value. I'm not going to get into that. I'm focused on who will do that, should it come to pass.
Benioff would be a good fit to run the Microsoft empire. The question is whether Microsoft will open its wallet and buy the company, which wouldn't come cheap. The valuation is obviously a big part of any CRM acquisition, and has been for years. Yet, Salesforce continues to grow revenue -- increasing 84% from fiscal 2011 sales of $1.65 billion to $3.05 billion in fiscal 2013 -- while reinvesting in itself and doing its own M&A activity.
Microsoft could do a cloud overhaul in-house for less but my point is it needs someone who can find a way to grow the company and to think outside the box, rather than just trying protect what it has already built. Complacency is never good.
Microsoft will likely stick with the safe pick and choose someone who can boost efficiency and push around decimals to improve margins. That's a solid game plan over the next year or two.
But Microsoft needs to do something different. It has built this magnificent garden that continues to produce acceptable fruit. But as time goes on, its competors continue to invade its space, stealing acreage and lowering the crop output.
It's time Microsoft brought in a new farmer and extended that garden, giving its shareholders some delicious new fruit.
-- Written by Bret Kenwell in Petoskey, Mich.