I don't buy it. As a formerly epic consumer of Microsoft products, I can't say I've actually seen ANY change other than a new fluffy marketing facade and a figurehead who appears to be able to walk on water unquestioned simply because he's not Gates or Ballmer. My rationale is as follows:

There is a massive decline in privacy with Windows 10 and retrofitted code to Windows 8.1. There is no option to disable these unless you eviscerate it with a 3rd party tool and/or get a licensing agreement that allows you to use Enterprise Edition and push out GPOs. There is no discussion from Microsoft on this other than some weasel words which say nothing of value. You have to resort to whack-a-mole techniques to secure yourself or business and use their products. The only responses are similar to "we have privacy policy. privacy good!" (read in Lars Ulrich Napster Bad voice).

The migration to a subscription model for everything is bad. Everyone ends up paying more over time and for it we're getting online software delivery that at some points doesn't even work properly or leaves you in the dust. What you end up buying is golden handcuffs.

There is so much fragmentation, it's unreal. As someone who deals with .Net a lot, there is no conclusive plan that lasts more than a few weeks. Tools are volatile, frameworks are fragmented, tooling is pushing more features instead of quality. The rate of churn is also so high, no one knows what the hell is going on. Add to that, reckless abandonment of the last few years is still a major policy. Even looking at Microsoft Office extensions, the bread and butter of many industries, no one has any idea what they hell they are playing at with VSTO and Office 365 at the moment. They plugged a half baked script API in it and consigned everyone to the side bar. No one talks about fight club, or VSTO either apparently.

There are still really bad quality issues. Not a single day goes by where anything isn't poking you in the eye to the point you want to throw your computer or handset out of the window. There is no way to report this or get it fixed conclusively. Even enterprise reps have no idea how to get products fixed at the moment. It has become worse than the days of Microsoft Connect which was a "write this down so we can close it and say fuck you". A lot of things simply just don't even work properly as well. Shit is shiny but it's still shit.

Customers are getting a pricing shafting across the board. Average Joe Consumer doesn't see this but enterprise pricing is paying for all of this. It's horrific some of the prices I've seen floating around recently.

On top of this there is also a new policy of telling the customer what they're getting and being permanently correct. Occasionally to appease the masses, one or two things a year in one of their uservoice type systems close to the business vision (which appears to be totalitarian cross platform domination) get chucked out half baked with a grand announcement. This is celebrated as a major success while a thousand new and old paper cuts, well actually proportionately speaking, eviscerations with a knife, go unnoticed.

I'm not saying they are worse than any of the other larger "tech leaders" but they are not worthy of the mindless praise that is slathered all over them by some members of the tech community and the media recently.