Pay attention to revenue. It does not reflect the optimistic statistics and assumptions you are referring to. Most of the applications are overweight dinosaurs soon to be extinct. Lightweight open source and proprietary web based apps took over. Many do not cost a thing and may be customized by the enterprise users. Server is dominated by Linux so is mobile. Desktop is dying and is dominated by Windows. Surface is already history. As always Microsoft was late to the cloud party and has difficulty catching up with established players who are now fighting price war. In this environment it is difficult to make profit.