Microsoft could also be terrified of how shitty Windows 11 is. I have to think back to Millennium Edition to compare to something this disastrous, but Satya doesn't care about Windows, Surface, or XBox. Microsoft's future is M365, Azure, and D365. Big fat high margin Enterprise Agreements since everyone is locked into their proprietary shitty office formats. And they get enterprise problems with audit, identify, access control like few other businesses.
What I don't know understand is why companies refuse to sell off businesses that they know will die off from their neglect. A shame, except for Windows.