Satya Nadella's email to employees: Bold ambition and our core:
"At our core, Microsoft is the productivity and platform company for the mobile-first and cloud-first world. We will reinvent productivity to empower every person and every organization on the planet to do more and achieve more."
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With 25000 people from Nokia, not surprising that some streamlining is needed.
Machine Learning is mentioned, but Internet of Things is not. Would be too early.
The core is "Productivity", that would be Office and the like, and "platforms", like Windows, Azure, and devices.
Microsoft CEO Satya Nadella talks about memo that hints at big changes to come | Microsoft Pri0 | Seattle Times