Azure's success was specifically set in motion under Ballmer. Owed to the fact that it was developed to Microsoft's strengths (enterprise support) that it didn't piss off too many of their partners and sales channels. Same with Office 365 and all of their other successful services. None are glamourous - but all are impressive with how not awful they are given their design constraints.
Even things like Surface, while considered a failure, did its intended job of getting hardware partners to get their act together and make better consumer products.