Nadella: Companies must sacrifice 90% margins before tech shifts wipe them out
Satya Nadella · Microsoft CEO Satya Nadella Live on TBPN · Oct 28, 2025 · at 25:54
Microsoft CEO Satya Nadella reflects on navigating platform shifts and the necessity of cannibalizing legacy high-margin revenue models.
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“When these shifts happen, whether you like it or not, you have to first be relevant after having, it doesn't matter what the business model is. The business model may be like, hey, I had whatever, 90% margins, you are going to at best have 10%, but you have to jump all in because even that 90 is going to zero.”
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