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Satya Nadella nodded a rumor about a new Microsoft bundle



"It is very fair to say, as I said at the beginning, that we started after all on the consumer side and then over-indexed to the IT site, and we are certainly very focused on bringing it back," Nadella said, according to a transcript of the event circulated by Ben Thompson's Stratechery Newsletter.

Nadella pointed to Microsoft's collection of Surface Units as an example.

"The surface goes well because eventually people have a special connection to the device they use," Nadella said. In the last financial year, Microsoft's Surface revenue amounted to $ 4.7 billion. Dollars, which corresponds to about 4 percent of total revenue.

Microsoft also has an advertising company that addresses consumers and partly in the Bing search engine.

"We have all sorts of strategic flexibility to do things that may be more susceptible to both end users and advertisers and publishers, so we expect to do things ourselves in that space," Nadella said.

The director also pointed out the potential for a Microsoft 365 collection of consumer products, even though he didn't say what it might contain when it became available and how much people should pay for it. (Microsoft did not respond to a request for comment on it.) The comments came a month after ZDNet reported plans in this direction.

"So I want to say Surface is a brand, what we do with Office 365 or what we will soon talk about as Microsoft 365 consumer subscriptions, they would again be completely consumer companies," Nadella said.

Microsoft introduced Microsoft 365 in mid-201

7. It is a way to provide employees with Windows 10, the Office 365 portfolio of subscription-based productivity applications, and Enterprise Mobility + Security, a grouping that comes with identity and device management tools. Earlier this week, Microsoft announced an agreement with the Walgreens Boots Alliance, which will bring this software collection to about 380,000 employees.

Microsoft carefully follows the number of devices running Windows 10 as well as the number of people subscribing to Office 365. It is conceivable that one or both of them could be part of Microsoft 365 targeting non-business use.

Another part of the package could potentially be games, as Nadella also spent a lot of time on Monday talking about the subject. The company has a subscription service called Game Pass and provides a cloud streaming service.

"We have a structural position because we both have a console business and a PC business that is actually bigger than the console company when it comes to gaming, and the idea is to assemble those sockets with a subscription service," Nadella said. . "We won't be the only ones who will be competing like other content, there may be some subscriptions that will be successful so we have to go after it."

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