Isn't it a good thing...
...that they are making less and less from Office and Windows but increasing income from other sources.?
All I hear is that they are desperately reliant on Windows licences and Office sales.
If they segue Office to 365 and make money from XBs, games and Surfaces (who'd have thought?) and even from phone hardware (!) then they *are* diversifying - which is a very good idea, generally meaning they are more protected from any given area suffering a downturn.
If Windows 10 actually sells in the year following the giveaway (and the money from the new sales from the getgo), then they will make money from licenses and all the other stuff too.
All in all, they ought to be reasonably happy, although the markets seem to disagree - probably why I don't dabble in the markets.