Microsoft has certainly had a pretty amazing transformation. After they lost mobile and the client OS market was clearly stagnant to declining, it seemed they were toast if you looked at where their revenue came from. (And their early hybrid cloud strategy was sort of a mess too.)
Whereas, as you suggest, Google's cloud strategy has been marginal except for Google Docs and they're still mostly an ad company.
Whereas, as you suggest, Google's cloud strategy has been marginal except for Google Docs and they're still mostly an ad company.