Microsoft's corporate shake-up will bode well for investors, but only if the company can actually pull off the changes in a timely manner.
"This is a good thing for investors. This is about them being the company they could be," said Gartner analyst Carolina Milanesi. "Microsoft has all these ingredients to make a wonderful dish, but it's still coming out unseasoned and not as tasty as it could be."
(Read More: Microsoft CEO Unveils 'One Microsoft' in Broad Shake-Up )
The software giant announced a long-awaited restructuring on Thursday that's aimed at making the company more nimble by cutting its eight product divisions and slimming down to four, broader divisions.
"The silos are meant to work horizontally; they won't work in isolation as they use to," Milanesi said. "They're positioning themselves so that they can look at an organized offering that delivers a better experience across the board."
Microsoft's reorganization is about making the user experience uniform across all devices, which is something the company has struggled to achieve. It is basically trying to create the "synergy" that is present in Apple's ecosystem, Milanesi said.
CEO Steve Ballmer said in a memo that the company "would strive for a single experience for everything in a person's life that matters. One experience, one company, one set of learnings, one set of apps, and one personal library of entertainment, photos and information everywhere."