Last week I was at Ford for a press event. I got to talk directly to Ford CEO Alan Mulally (he was interested in my Google Glass). I didn’t ask about the Microsoft offer because that was covered in the press bombardment earlier — which he side-stepped the answer. But now, Microsoft is facing a new issue as a top Microsoft engineer Blaise Agüera y Arcas has announced he is joining Google. Will more follow?
Blaise has been with Microsoft since 2006 when his company (Seadragon) was acquired. Arcas was a lead software architect on Bing Maps photosynth software. In a blog post confirming his departure, Arcas said this was “The hardest decision of my life.”
Writings on the Wall?
If Mulally doesn’t head to Microsoft, the company will be in a very bad spot for the start of 2014. Most other CEO avenues have been closed up – most recently Steve Mollenkopf of Qualcomm as he accepted the CEO role there. With Microsoft being the world’s largest software maker, you don’t want to have an unidentified road map coming into Q1.
Add to that the bad year that Microsoft had. Windows 8.1 was lack-luster, the Surface tablet was not what they expected in sales, and phone sales are not even competing with the iPhone. Even the XBox One is having a hard time catching up to PS4 sales.
So with all this data, how will other employees react? Will we start to see a ship jump as the month goes on?
If Microsoft can’t get a CEO that can handle the job by January, we could start seeing employees sprucing up their resumes. Other names in the CEO hunt are former Skype CEO Tony Bates and former Nokia CEO Stephen Elop.
Some have even suggested Bill Gates come back and help in these questionable times. If the other avenues turn to be dead ends, would Gates come back?
In the meantime, reports of Ford hosting their own analyst meeting to figure out the direction if Mulally steps down. There are rumors he could step down as Ford CEO even if he doesn’t take the role at Microsoft. CFO Bob Shanks will address those issues next week.