A shift to mobile- and cloud-first, if it's a genuine, albeit subtle, change in strategy, could mean many things, Adrian contended. One that seemed most likely, is a further acceleration in the delivery pace of updates and new features, a hallmark of both mobile and cloud in general, a strength of Microsoft's biggest rivals, like Google and Apple, in particular.
Nadella's known for running agile groups, or at least more agile than the norm at Redmond, and Adrian expects that will rapidly percolate through the company.
"I see all of Microsoft delivering rapid, small releases instead of massive bloated upgrades," said Adrian. "That's the way this is going to go, and Satya will start it moving fast. I think he'll start rolling incremental updates as quickly as he can get the groups to do so."
Nadella hinted as much.
"Our strategic frame that we have around devices and services is great," he said Tuesday. "It's in motion. It's not like we're waiting. We are there. We are just going to keep coming to it, again and again with every one of our launches and every one of our services."
"I thought it was quite substantive, especially for a maiden customer appearance," said Helm of the orchestrated interview. "He was asked some fairly probing questions, and gave some pertinent answers. But the roadmap is intact for this year, and perhaps for some time to come."
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