But he didn’t say very much about Windows at all.
And, according to Seeking Alpha financial analyst Mark Hibben in a note to his clients, it’s almost as if Nadella has given up the ghost on the now long in the tooth operating system.
He didn’t say much about smartphones either but admited that Windows 10 won’t hit the one billion user mark.
But there are another billion and a bit people out there who are using previous versions of Windows and Hibben thinks that that’s Microsoft should really take advantage of that opportunity.
Hibben thinks that while Nadella is practically creaming himself about the cloud the same sort of urges don’t seem to apply to Windows.
Windows phone revenues have fallen 71 percent compared to the same period last year and Microsoft seems to lack a strategy for smartphones in the future.
So has Microsoft given up on Windows? That, surely, can’t be the case.