It doesn't go too much further than that. The value of their employees is best spent on facilitating more ad clicks so without a decree from the top stating "we are pivoting" and having the political capital to follow through with that, they're stuck.

Microsoft is so exceptionally lucky they found Satya Nadella. Saying "yes we make untold amounts of money on this but it cannot be our focus moving forward" is almost impossibly difficult. Heck, just look at Norway. They want us to look at them as some post-carbon futureland with their Teslas but everything there is tier-2 compared to oil. They're a petrostate in the same way that Google is an adtech company no less grimy than Facebook, no matter how "not evil" they are.