The Street supports that Satya Nadella "has transformed Microsoft since taking over from former CEO Steve Ballmer. Instead of excluding her company from its rivals, Nadella was open to collaborations with other companies that are even competitors like Apple.”
However, they added that Nadella "remains opposed" to Google's parent company, Alphabet, even testifying against the company in the ongoing antitrust lawsuit.
Nadella also believes Alphabet is selling a false narrative that its OEM partners have options, when in fact they don't.
"Google has carrots and huge whips..." We'll take Google Play if you don't own us program browsing.” And without Google Play, an Android phone is nothing. It's the kind of thing that's impossible to get over. No OEM is going to not follow what Google is asking," he said.
Nadella also referred to the US government's antitrust case against Microsoft in 1998:
"Google exists for two things. One is because of our consent decree, where we had to put a lot of limits on what we could and couldn't distribute by default. And, secondly, because of the fact that anything could be distributed through the Windows, which is still true.”
“The biggest selling Windows doesn't happen to be from Microsoft, it's from the Steam service. So it's an open platform in which anyone can distribute anything.”
