$299one-time · Excel, JSON, PowerPoint, Word, PDF

14 verified records, re-issued whenever a story a record rests on changes.

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About the Microsoft Casebook

What can you learn from Microsoft's strategic decisions? How did Microsoft handle the forks that defined it, and what happened next? The knowledge of these decisions will help you glean insights, inspiration and actionable ideas. The Microsoft Casebook comprises 14 verified decision records with dated outcomes.

Every record follows the same structure, which is what makes the set useful rather than merely interesting. You see when the fork came, what was on the table, what the company chose and the reason it gave, what it committed, and what happened at one, three and five years. Every fact is cited to its source, and where we offer a judgment, it is labeled as one. Across the 14 records, which span 1980 to 2024, 14 carry dated outcomes; 7 of the decisions held, 1 were reversed, 5 held in part, and 1 are still too early to call.

Why it is worth your time

Following one company across every kind of decision it faced shows you something a single case never can: how its choices compounded. The Microsoft Casebook covers 9 decision types, from The Counterfactual, Bet-the-Company, Standards War and more, with forks between 1980 and 2024, so you can see the pattern in how Microsoft sized its bets, when it reversed, what it committed, and what came back. Each record carries the same fields and every source, which is what lets you compare a pricing move with an acquisition and a crisis response on equal terms.

Who reaches for it

Anyone competing with Microsoft, selling to it, investing in it, or learning from it: strategy teams sizing up a rival, consultants building a company profile that goes beyond the annual report, investors who want the decisions behind the numbers, and faculty who teach the company as a case.

What it saves you

Assembling comparable precedents by hand is slow work: find each decision, date it, read the filings and the coverage, pull out the same fields, and check every number. At three to four hours a record, this set is roughly 49hours of a strategist's time. It is $299, once, and every record has already been through the same fields and the same checks.

How people use it

In the memo, you cite the records that match your question, outcomes and sources included, straight from the Word appendix. In the room, the PowerPoint gives you one record per slide with an action title and a source line. In the model, you sort the Excel by verdict, horizon or capital committed. And in your AI workspace, you load the JSON as vetted context, so the assistant reasons from verified records instead of inventing them.

What is in the download

ExcelSortable records, outcomes and sources
JSONDrop it into your AI workspace
PowerPointOne record per slide, action titles, source lines
WordEditable, with the source appendix
PDFThe reading copy

A sample record

One record, free, exactly as it appears in the files. The other 13 verified records are in the purchased files.

CompanyFork dateThe forkOptionsChoiceStated rationaleWhat happenedJudgment analystSources
Microsoft
Read the story →
verified
2022-01-18Whether Microsoft should acquire Activision Blizzard at $95.00 a share during the post-scandal crisis window
  • Buy at $95 all-cash Acquire the whole company at a fixed all-cash price during the scandal window
  • Walk away Decline to acquire and never get the chance at a healthy-price premium
Buy at $95 all-cashAn opportunistic crisis-window purchase at a de facto pre-scandal price, a generous premium to the depressed stock but a discount to its peakLatest · 2022-04-28
Shareholder approval: More than 98% of shares voted in favor at the special meeting
reversibility low
verdict partial
Microsoft Corporation (SEC EDGAR) (2022-01); Activision Blizzard, Inc. (SEC EDGAR) (2022-01); TradingView (2021-02); Activision Blizzard, Inc. (SEC EDGAR) (2022-04); Microsoft Corporation (2023-08); GeekWire (2025-05)

What is in this casebook

14 verified records across 9 decision types: The Counterfactual, Bet-the-Company, Standards War, Adjacency Expansion, The Reversal, The Money Machine, Ecosystem Lock-in, Cannibalization Choice and The Turnaround.

Questions

What do I get in the Microsoft Casebook?
14 verified decision records on Microsoft across 9 decision types. Each one tells you when the fork came, what was on the table, what the company chose and why, what it committed, and what happened at one, three and five years, with every source named, as Excel, JSON, PowerPoint, Word and PDF.
How do I know the records are accurate?
Every record is drawn only from the story it comes from and that story's sources. Every fact carries a citation and a verbatim excerpt, a mechanical check rejects anything the story does not contain, a second model from a different vendor reads the record against the story, and a third arbitrates any disagreement. Only records that pass all of it are in the files.
Is this a subscription?
No. It is a one-time purchase, re-issued whenever a story a record rests on changes. The library license keeps every casebook current for a flat annual fee.