Vulcan Capital, the family investment office of Microsoft co-founder Paul Allen, believes the new CEO should explore a spinoff of the consumer business, the Financial Times reported. The firm cited the fact that Microsoft generates the vast majority of the its earnings from selling software and services to enterprise clients.
Paul Ghaffari, who manages Vulcan Capital, said:
“My view is there are some parts of that operation they should probably spin out, get rid of, to focus on the enterprise and focus on the cloud,”