It sounds like you can give some solid insight on this issue. Could you please state your position instead of simply mentioning that other people are unqualified to do so?
No, I can't because I don't follow Microsoft as a stock. The analogy is that while I am able to program in Java, that doesn't mean I'm qualified to evaluate a particular code base written in Java without investing substantial time to research it. The analogy is not perfect of course - since most of the time people writing code aren't purposely trying to obfuscate it like people who write accounting statements are trying to do.
Microsoft presented only a summary level of revenue statement for a quarter indicating both GAAP and non-GAAP adjusted figures and you are telling us you need time to research to make a contribution here even though you've already said others are not qualified to contribute?
By your analogy I will be surprised if I show a 15-line Java Class to a Java programmer and he tells me he needs to research it to make sense of it.
By comparison, Microsoft presented a single Java Class [revenue statement] not a codebase[Financial Report]
by the way: so far you haven't made any contribution to the discussion even though others have asked you nicely to.
My opinion? Microsoft is expanding revenue but losing it's core business slowly. I think they'll look pretty good for the next couple of years until viable competitors to Office come along. All these other sources of revenue are contingent upon their traction in enterprise, something that's unlikely to change in the short or medium term but when it does will very unpleasant for them.
I don't think this will happen so soon. OO still looks&feels like from 90-ies, has only basic functionality, and MS Office's data formats are sufficiently complex (and probably also intermingled with implementation details) that I don't see a 100%-compatible importer being developed anytime soon.