I don't think he is an innovator, but he definitely has a better vision than Sundar. All of Microsoft's acquisitions (LinkedIn, GitHub, Mojang) so far were well executed and leveraged properly to help tie together the company's offering.
On top of that you have the Microsoft Loves Linux initiative which saw them finally stop pushing their shitty OS everywhere and embrace being a cloud provider which was a smart move.
All of that not to say that he's some. kind of god-tier CEO, but he definitely is above-average and above Sundar Pichai who got the CEO role at about the same time (2015) but saw no such "good business move" in the same timespan. He's been mostly content milking the ads revenue.
On top of that you have the Microsoft Loves Linux initiative which saw them finally stop pushing their shitty OS everywhere and embrace being a cloud provider which was a smart move.
All of that not to say that he's some. kind of god-tier CEO, but he definitely is above-average and above Sundar Pichai who got the CEO role at about the same time (2015) but saw no such "good business move" in the same timespan. He's been mostly content milking the ads revenue.