This will rely on having an executive team that can predict trends beyond the next quarter.

Doubling down on advertising, telemetry in an overly bloated OS looks really good if you only care about the profits that brings for the next 3 months, rather than how much your userbase resents it. MS is fully capable of turning this around immediately by just making LTSC available to the public without needing to by a MAK through an enterprise channel, but that means throwing away some recurring revenue in favor of claiming a lost userbase