Remarks by Tami Reller, Corporate Vice President and CFO, Windows & Windows Live
Microsoft Worldwide Partner Conference 2010
July 12, 2010
ANNOUNCER: Ladies and gentlemen, please welcome Microsoft Corporate Vice President, Windows and Windows Live, Tami Reller. (Applause.)
TAMI RELLER: Good morning. I hope everyone is doing well. I've so been looking forward to this opportunity to talk to you about Windows. This is actually the first time we've been together since the launch of Windows 7, and there's just a lot we need to talk about.
We really do have in front of us an unprecedented amount of opportunity. So, as I thought about my time here this morning with you - and we also have time with you tomorrow where we'll focus on the consumer side of the business - I wanted to talk and really focus our time on three things: The first is this opportunity we have to help modernize our business customers and move them to Windows 7.
We also have an opportunity - and this is the second thing I want to talk about - to add even more value to more customers through a new cloud offering. Steve talked about that a little bit this morning, Windows Intune. And then for developers and ISVs, we have this opportunity that's more defined and larger than ever to build stunning apps and stunning devices on Windows 7.
So, we know full well in Windows that the vibrancy of Windows, the health of Windows, the success of Windows, is largely a direct result of the hard work that you put into the marketplace, you ingenuity, your entrepreneurialship. And really the message that you'll hear from me this morning and throughout the conference is a strong desire to really partner with you to raise the bar in the value that we together can deliver to customers in the marketplace. And if we do that, we will win together both this next year and well beyond.
We win by really delivering on the Windows mission, and that mission is to make the Windows experience a vital and a loved part of people's lives. And if we think about this Windows mission and think about way back, the focus really was on the vital piece of this because mostly PCs were being used to make people productive at work. But then over the years, this really has evolved significantly because what we use PCs for, we just do a lot more things. We use it to connect with family and friends. We use it to share videos, share music, to play, to create. The PC has become a vital and even more important part of our life.
If we think about Windows as a business and that impact, it is broader and it's really deeper than ever before. We think about the Windows brand, I mean, together through the work that we've done in the marketplace, Windows has become a global, ubiquitous brand, and Windows is one of the most widely-used products on the planet. With 1.1 billion PC users worldwide today and growing fast, we have a real opportunity to deliver even more value to those customers together in the marketplace.
The ecosystem: wow, healthier than ever. Steve referred a little bit to the rougher start economically at the start of the year, but you look at these numbers and it's just stunning. The ecosystem generates over half a trillion of revenue on the Windows platform, US$624 billion. And the Windows platform is more vibrant than ever for developers. 8.6 million professional developers. And of course Windows as a business to Microsoft is more core and strategic than ever, and it's really core to both our innovation story and to our growth story, it really is the heart of Microsoft.
So, Windows 7 has brought even more momentum to the Windows platform. And I want to talk a little bit about the numbers behind that momentum, the numbers behind the success of Windows 7. In the first seven months of Windows 7 - equating to seven copies per second of Windows 7 - 150 million licenses sold. The strongest start in history of any OS. Thank you and congratulations. (Applause.)
If you take the next stay and say, OK, that's how much has been sold -- because when we look at the success of Windows 7, there's so many ways to measure it. We can measure it by revenue, adoption, many other ways. But I think the core questions are: Are people buying it, and do they love it? And we find that the usage just continues to go up and up. Today, 14 percent of Internet users are using Windows 7 and this number continues to climb at a fairly amazing clip.
Now, are they satisfied? 94 percent of customers are either satisfied or very satisfied with Windows 7. This is from external data; our internal data says the same. So, thank you for really delivering a satisfied set of customers with Windows 7. But we're only nine months in, which is why this is such an important conversation we're having here this morning.
If you look at the data from IDC, more than 370 million Windows PCs are expected to be shipped in the next 12 months. So, we've got a lot of opportunity. And those are net new PCs into customers. If you look at the install base opportunity, that number becomes even more pronounced. So, an amazing opportunity we have ahead of us.
As we think about the success and the vibrancy of Windows 7, so much of the credit goes to the work of our hardware partners and the work they did leading up to Windows 7, what they had ready at launch, and the innovation that's really transpired since the launch of Windows 7. And these are great hardware experiences, great devices across a range of categories. If we think about the ultra-thin category, the notebook category, the desktop category for work and for home, there's more choice than ever. And not just more value, but amazing experiences for customers.
New innovations, Steve really touched on this this morning, but just a lot of new innovation in the netbook category, in the slate category. All-in-ones are really just starting to emerge as an exciting category that really started to captivate consumers during this past holiday. New TV scenarios, as well as gaming.
We say "I'm a PC" in the middle of the slide, and there really is a PC for everyone, but increasingly, there's also a PC for every scenario and really a PC for every room in the home.
But this is one area where a slide doesn't tell it all, so I want to turn it over to Ryan Asdourian, who is going to walk us through just a couple of the great examples of wonderful hardware innovation. Ryan. (Applause.)
RYAN ASDOURIAN: Thanks, Tami. I'm going to show you some great PCs today, and I've just got a second, so I'm just going to show you a glance of what's in the ecosystem. But it's important for you as our partners to understand that no matter what you're building, there's a Windows 7 PC that's the perfect solution for you.
When I think of great PCs, I think of something that has great specs, great value and beautiful design. And we've got some of those PCs I'm going to show you here. We're going to start with some business PCs.
Now, this is the Dell Latitude Z. And you know, when you come back from your meetings or coming into your office, you plop it down on your docking station. Well, this PC has this wireless docking station. So, as soon as you come in your room, it automatically lights up your monitor, your keyboard, your mouse; and not only that, it's actually got wireless charging, so it actually starts charging as soon as you walk in.
TAMI RELLER: Great.
RYAN ASDOURIAN: Over here, this is the Lenovo X201T. (Applause.) This has a capacitive touchscreen here, I've got it. You can use your finger, or you can use a pen, and you can actually just start writing right on the PC right there. Not only that, when you want a keyboard, you can actually just open this up and you get a full real keyboard to type on as well.
Over here, I've got this Onkyo laptop. Now, Tami, you're a CFO, you use Excel a lot, right?
TAMI RELLER: I do.
RYAN ASDOURIAN: All right, well, here I've got Excel loaded up, and there's a lot of columns, but I want to see a little bit more. So, check this out. With this laptop, I just kind of slide this open -- look at that. That's a lot of columns. (Applause.)
And over here, these four next machines are really great entertainment machines. I've got these two laptops right here. I put these two machines up against any Apple any day. I've got the HP Envy 14, beautiful entertainment PC, it's got great sound thanks to Beats Audio from HP. And this Samsung Q430 is another great PC with a brilliant screen.
You heard Tami talk about all-in-ones. Here we've got the Sony L. It's got touch, it's got Blu-Ray, it's a great entertainment machine. And if you want something smaller to maybe hide behind your entertainment center, power your TV, this Dell Zeno HD is a great machine to do just that.
Over here, I know you like thin, light machines.
TAMI RELLER: I do.
RYAN ASDOURIAN: So I've got a couple of them.
TAMI RELLER: Great.
RYAN ASDOURIAN: Here, I've got the Acer Timeline X. This is a really thin machine, it's actually less than one inch thick, beautiful machine, really great price. And over here, this machine just started shipping about a week ago. It's the Toshiba R705, it's a beautiful machine, it's really light. It's about 3.2 pounds, and it just feels magical in your hands. Look at that.
TAMI RELLER: Yeah.
RYAN ASDOURIAN: Isn't that nice? You've got to really feel this thing to understand what it's like. Here, let me give this to you, just feel how nice this feels. Hold onto that for me for a second. I'm going to keep going.
TAMI RELLER: You're a trusting guy.
RYAN ASDOURIAN: Here I've got a couple netbooks. Over 40 million netbooks are going to sell next year. That's a lot of netbooks. And this HP 5102 actually has touch integrated right into the netbook.
TAMI RELLER: Nice.
RYAN ASDOURIAN: Here, I've got this Asus Karim Rashid netbook. It's brown right here. It also comes in hot pink, but I figured I'd bring the brown one along. Now, that's what you see up here, but I've also got some surprises. I've got this right here, this Sony P.
TAMI RELLER: Wow.
RYAN ASDOURIAN: It's a beautiful machine. Open this up, this is running the full version of Windows 7 right here. And it's just really light, it's beautiful, easy to carry around.
TAMI RELLER: Many colors.
RYAN ASDOURIAN: Let me hand this one out as well. Just play with this for a second. While you do that, I'm going to show you this one last machine I've got. This is called the Toshiba Libretto. And it's got two capacitive touch screens. You see here, I can actually interact with it right here, and it's got a core i5 chip so it's actually running an HD video and I've got a document open at the same time. It's a beautiful machine.
TAMI RELLER: Nice.
RYAN ASDOURIAN: Now, where are those machines -- you guys stand up for a second? Tami, are you thinking what I'm thinking here?
TAMI RELLER: I think so.
RYAN ASDOURIAN: All right, tell you what, as a surprise, why don't you guys -- those PCs are yours. (Cheers, applause.) You guys take them home, show them to your friends, play with them, they're our gift to you. They're really great machines. Not only that, we're going to pre-install them with Office 2010, so you guys have a great experience with those PCs. So, with that, I'll turn it back to you, Tami.
TAMI RELLER: Thanks, Ryan, we'll see you a bit later. (Applause.) Great, congratulations to our PC winners.
Excellent, well, the innovation continues. It doesn't just stop with the hardware. We have more innovation, and I am quite pleased today to announce that the public beta availability of Service Pack 1 both for Windows Server 2008 R2 as well as Windows 7. And for SP1 for Windows Server 2008 R2, we will have important virtualization capabilities, specifically RemoteFX as well as dynamic memory. You got a hint into some of this from Bob's keynote earlier.
And for Windows 7, it will support the functionality that we have with Windows Server 2008 R2 SP1, but mostly it really is minor updates that come naturally through Windows Update. And so what we're finding is that our business customers, particularly our enterprise business customers, really are not waiting or planning to wait to migrate to Windows 7 for SP1. They're really moving and planning already today. So, again, public beta availability of SP1 today, both for server as well as for Windows 7.
As I noted just a second ago, we really are seeing the movement to Windows 7 from our business customers. And whether it's the voice of IDC, Forrester, Gartner, or the many other industry voices, they really are saying the same thing, and that is that Windows 7 has become, for new computers, and is becoming more generally the standard for commercial PCs.
And I think Gartner says it well: Windows 7 is all but inevitable. In fact, my personal favorite is from Information Week that described it as "Win-evitable." And so why is the momentum really headed very strongly in this direction? What are partners seeing? What are customers seeing? What is really driving this move?
I want to talk a little bit about this because I think this is the fundamental story and set of facts that we have to really operationalize all of us together to go after this opportunity.
The first, if you look at the sheer install base of business PCs out there today, it's so much larger than it has ever been with any other desktop refresh cycle: 570 million business PCs out there today. That's just a lot of volume that we need to galvanize around to really help our customers modernize going forward.
You then take the next step and you say, OK, so how many of those business PCs have really started the journey towards modern? 74 percent of those business PCs are running XP. I know you're interfacing with customers every day, and so this number probably doesn't surprise you. But the math is fairly stunning. I mean, it says we have a lot of work to do and a lot of opportunity to capture in the next 12 to 18 months.
Think about the next fact, which is if you think about it, these end users who are using an operating system that is about a decade old. It was an operating system that's been really great in its time, but it was built before smart phones, before Wi-Fi, before web apps really took place. And so there's just a lot of innovation that needs to be brought into the modern world.
You take it a step further and you say those end users during the day are using a decade-old operating system, largely using uninspired applications, and then at night they're going home to a very different picture. They're using Windows 7, they're using modern applications, they're using online services like Windows Live, they're using a modern web browser, IE8, soon to be IE9, just a very different picture. And so we also are seeing end users really driving the demand from the ground up from this day and night experience that they have.
If you think about one of the implications of the economic challenges that many businesses have been through over the last year, one of the implications has been just sweating out the hardware longer. And so we are in a situation right now where the PC hardware is the oldest it's been in its average age in over a decade. We've got an average age that's getting close to five years. And we all know that with a desktop refresh comes and operating system refresh, and so that is another natural phenomenon that's really going to drive the move to Windows 7.
The good news is that it looks like IT budgets are back to growth, and it also looks like Windows 7 and modernizing the desktop, including oftentimes Office 2010, certainly a move to a more modern web browser is also part of the priority list. So, we have the appetite within businesses to really prioritize these projects.
So, is all of this coming together to customers moving and planning moves to Windows 7? And the data overwhelmingly - both external data as well as our own internal data - suggest that indeed, that is the case. This IDC study, which is one of the most current, pegs it at about 65 percent of business customers will begin or already have begun the move to Windows 7. So, 65 percent on their way to Windows 7.
So, if we look at why, what are the benefits? If you've got all of these factors converging to make the move to Windows 7 inevitable, what are the real benefits? And if we think about the benefits to IT pros, to CIOs and to CEOs, it's a compelling list. Just to talk about a few. Lower TCO. On costs, our studies, again, both external and internal, are showing that with Windows 7, about a 20 percent cost reduction in overall PC management, apps deployment and all the other benefits of Windows 7, about 20 percent cost reduction. If you look at small businesses, the number goes to 50 or 60 percent reduction. So, some compelling numbers.
Security is obviously a top-of-mine concern and priority for CIOs, especially with mobile workers, the number of stolen or lost laptops, USB sticks, and so with technology like BitLocker and BitLocker to Go, there's just some very compelling evidence to move to Windows 7.
And then of course virtualization and whether it's end user state virtualization, app virtualization, or desktop virtualization, Windows 7 delivers. And so that is a compelling reason for customers to modernize as well. And so we've got good coverage across all of these high-priority areas for both CIOs and CEOs as they think about prioritizing this as a project.
But don't just take it from me. I do have the voices of some partners to show you how our partners are thinking about this opportunity.
(Break for partner video segment.)
TAMI RELLER: Terrific. Thank you to those partners for sharing their story and their passion for the business. (Applause.)
So, this goal that we together have of modernizing businesses is big and it's bold, and in fact, it's one of the top five sales priorities for us in this coming year. Clearly, we have the right products with Windows 7, Office 2010, and the latest versions of IE, both 8 and 9, so feel great about the product set along with the great apps that our partners build.
We also wanted to make sure that we had the right approach and the right process so that we could work together to really make this happen for the maximum amount of customers, just given all the numbers I talked about earlier. So, we really said: What's the right process? What are the right tools? How can we put all of that together so that we can operationalize how this all comes together?
And so that is what we have. It's available today for you to use right out of the gate if you haven't been using it already. There are structured proposals, there's very detailed proof of concept documentation, there's ROI analysis tools to help your customers see the value before they kick off the project, and then the step after proof of concept is a pilot, which is making a big difference for customers, both planning and gaining confidence, having them see how they will move the apps and in what priority they'll move all of the applications over. And then of course, leading to a full deployment. So, this very structured, detailed, documented standard four-step process is making a difference, and this is something that we want to work very, very closely with you on as we take this forward. Obviously, we need a lot of people to pull this big, bold goal off as we move forward.
So, as I noted when I started, I also want to talk about this new opportunity we have. It's really a new revenue opportunity for you. But equally as important, it's a new way for you to add value to customers. And typically, for customers who really haven't had the benefit of structured PC management. And so I want to who you a quick demo of Windows Intune today, which really helps you help customers manage and secure their PCs, all from the cloud. So, wherever you have access to a web browser, you can really help customers with this.
So, I want to show you -- and I'm actually going to show this on a touch monitor, which I think is great for a commercial setting. And so you're seeing here Windows Intune, and you're actually seeing beta 2.0, which is another thing we're announcing today is that the second beta. The first was sold out, so thank you for all who participated in the first beta of Windows Intune. This is Beta 2.0.
And so if we look at where we are with Windows Intune, it's just super easy, again, anywhere that you have access to a web browser, you can really manage PCs anywhere. And this allows -- if you think about setting up a very structured environment, it may take weeks to get that set up, with Windows Intune, you can really set up this management environment in just a matter of hours.
So, a few things: Let's say that you have a PC with a virus and you need to do some management of that. You can very quickly see that you've got some issues and take action here. Let's say that there are some updates on a PC or multiple PCs, you can do that from here as well.
We talked about mobile workers earlier as a key trend that our customers need to address. So, let's say that you need to provide remote assistance to a mobile worker. So, you can do that very easily here, be able to see what's happening, and give that PC or that user some assistance. Again, no servers or VPN connections required whatsoever, very easy.
The other thing that Windows Intune does for you as a partner is really gives you much more insight into your customer's PC environment. So, let's say we go to computers and we want to take a look at all the computers to see what's out there. And here I get a full list. Again, it doesn't matter where these PCs are located. They can be remote, they can be at multiple sites, but here's a full list of those PCs and then what operating system and what software - all software, all applications - is running so that you can make sure that they get on the latest software or be able to manage the environment even better.
So, here's one of the real benefits of having an active beta program is one of the most common pieces of feedback we got through the first round of betas was allow us to see multiple customers. If we're managing multiple customers through Windows Intune, allow us to be more agile and quickly switch between. So, this is a new feature with Beta 2.0, and that is to be able to easily switch to another account. And so here you can see the full list of customers. So, again, thank you for the feedback, that helps us bring this to life. So, that's Windows Intune. (Applause.) So I hope that many of you will take advantage of that new opportunity.
Earlier, I talked about the Windows mission and our partners, through the work that they do on the Windows platform really do bring that mission to life more than anything. And already through the work of our partners, our partners have built one million apps across a quarter of a million devices on Windows 7. And that's just a stunning amount of innovation that really brings Windows 7 to life, and specifically, these are applications for work to connect, to learn as well as to create and to play. So, an amazing amount of innovation across the Windows platform. And there really is more opportunity than ever to do great things on the Windows platform. And whether it's the new innovation that Windows 7 has brought through touch, through sensors, through graphic accelerators and more, there's a lot more opportunity to build stunning apps on Windows 7.
But in addition, not just on PCs and a broad array of form factors that Ryan showed us earlier, but also on the phone. And we really with Windows Phone 7, which you'll have an opportunity to see a lot more of tomorrow morning, we really do have an outstanding end user experience. And what we've done with Windows Phone 7 is really taking the best of all developer components across the company and brought them together for developers to really take their creative energy and build applications that are very tightly woven into the Windows Phone system. There are some exciting opportunities there.
And more than ever, there's a better web on Windows. And whether it's applications you're building on IE8 or the applications that are being contemplated for IE9, just a tremendous opportunity. IE8 is the fastest-growing web browser in history, and it has now become the most popular web browser on the planet. So, a lot of opportunity to build a better web on Windows.
And as Bob talked about so eloquently earlier, your Windows apps can also be powered by the cloud. Whether it's using Windows Live Services or whether it's using Windows Azure. And then, of course, using Visual Studio, you have the opportunity to really build applications that extend across from the PC to the phone to the web and to the cloud. So, great tools, great opportunities for reach and for profitability, which is what, in the end, matters. So, great value to customers and an opportunity to build your business.
Again, just like in the hardware space, seeing apps is really what brings it to life. And seeing some of the great apps that have been built by you. So, let me ask Ryan to come and show us some of the great innovation out there. Welcome back.
RYAN ASDOURIAN: All right. Hello again. All right, so the first demo I'm actually going to show is actually on this slate I've got here. This is the Copia Reader. And what I can actually do here -- I go ahead, I click into this, and what I see is a lot of articles here. I can actually go ahead and drag these right here to my reading queue. I can go ahead, save some of these in my favorites, and this app is actually tied into a bunch of my social networks, so I can see what my friends are doing as well, and they can comment, I can comment on their stuff. It's a really interactive, rich way to interact and this is all built with Windows, WPF, and has Azure as a back end, so it's a great example of rich client app and putting the cloud with that.
TAMI RELLER: Great. Windows 7 and touch, fabulous.
RYAN ASDOURIAN: That's right. And you know, one thing that's really big and important for developers is the web. So, I wanted to talk a little bit about IE9, and we're in the development and early release of IE9, and we just released a platform preview showing exactly kind of the hardware architecture and what the underlying power of IE9 will really help bring to the web.
So, to actually show that, I've actually got here Google Chrome loaded up, and I've got this fish tank demo that we have on the IE test drive site, http://IETestDrive.com.
TAMI RELLER: So this is Google Chrome.
TAMI RELLER: They look healthier.
RYAN ASDOURIAN: Yeah, they do. (Applause.) Over here I've got - it's about 12 frames per second. Now, I'm going to go ahead and crank that up a little bit. So, I do that, I'm going to put 500 fish here. And while these fish are kind of figuring out how to swim, I'm going to do the same thing over here. And I click 500 here, and you see there's a very big difference. Now, the reason for all of this is what we call GPU-powered HTML 5.0. You're using the whole power of the PC to really bring the web to the next level.
TAMI RELLER: All right, here's for healthy fish.
RYAN ASDOURIAN: That's right. (Applause.) All right, so I'm going to show you something a little more practical as well. We've been working with Flickr as one example. This shows the way you can really bring pictures to life on the web. Now, I'm going to go ahead here and you've kind of heard everyone talking about World Cup. So, I'm going to go ahead and search for World Cup celebrations, see what was going on. And as I do that, I go ahead, hit enter, and you see this immediately starts lighting up with pictures from World Cup celebrations. So, a really great way to interact and see pictures. I can go ahead, click a little bit in, and see a little bit of what's going on.
Now, this is another example of how it really uses the whole power of the PC to bring the web to life, and all of these are examples that we have available on the IE test drive site, http://IETestDrive.com, so you can actually go there, download a copy of it, and try it out for yourself as well.
TAMI RELLER: Good. Strongly encourage it.
RYAN ASDOURIAN: Yes. So, I want to show one other application. This really brings together a lot of what you were talking about, all the things we've been talking about today, you get to see a lot of it here. This uses Windows, it uses touch, and it uses Silverlight as well. It's an application that is used for watching movies, but I really want to take my movie-watching experience to the next level.
So, here I've got Star Trek, and I can go ahead and notice I'm doing this whole thing on touch. As Tami said, we actually have these 3M monitors up here. They're fully capacitive, they easily handle 10 points of input on touch, and are really nice monitors.
I go ahead, I hit play, I can go ahead, swipe this menu up, skip some chapters, and use touch to even navigate through the chapters of the movie. Now, if I also want to go ahead and create a clip. I go ahead here, and this is also connected to my social network. So, I'm going to say create clip, and as I do that, I see some clips here. I go ahead, take this one, drag it down to Facebook, and just that simple, it's shared that clip to Facebook. Nice and easy.
TAMI RELLER: Very nice.
RYAN ASDOURIAN: Great integration. (Applause.)
So, I want to show one other thing here. As I go up to another scene that I like here, I'm going to navigate over here, and I really want to take my movie-watching experience to the next level. So, I want to know about these characters that are actually in the movie. I'm actually going to touch the person's face. Captain Kirk, I go ahead, touch his face, and it knows who it is. I want more, I just click here for more and, bing, I get all sorts of information about Captain Kirk. I can even get images right there in the movie experience.
TAMI RELLER: That is cool.
RYAN ASDOURIAN: Yeah, not only that, it even knows the actors that are playing the characters. So, watch this: I want to know who's playing Scotty, more on actor Simon Pegg. I go ahead, do the same thing, and bing again, I get all sorts of information, including images of the actor right from within the app.
TAMI RELLER: Very nice.
RYAN ASDOURIAN: Very cool.
TAMI RELLER: Fabulous.
RYAN ASDOURIAN: You know, Tami also talked about the way you can develop for other devices as well, and here I've got a Windows Phone 7, and I've actually loaded the same application. With the power of Visual Studio 2010, you're able to build applications in an easy way for more than just the PC. You've got my "my clips" here, you see the same sort of navigation. I can go ahead, click into one of the clips, and it automatically plays on my phone as well. Really great integration, really great way to see all these applications, and it really reminds us that Windows brings massive reach. You get to program for the entire globe.
TAMI RELLER: Right.
RYAN ASDOURIAN: You get these rich and immersive experiences on these applications. With IE9, we're really going to help bring IE9 -- bring the web to the next level with all of your help, and with the cloud, it brings it all together.
TAMI RELLER: Reach a billion customers.
RYAN ASDOURIAN: That's right.
TAMI RELLER: Ryan, thank you very much.
RYAN ASDOURIAN: Thank you, Tami.
TAMI RELLER: Great, thank you. (Applause.)
And thank you for building great experiences. Obviously, keep doing it. We need more and more on the Windows platform.
So, I really want to end here and talk about four action items which I think really provide the best opportunity for us to capture this amazing opportunity together. So, first, if you've already rolled out Windows 7 internally in your own businesses, thank you, and I hope it's bringing great benefit to your business. If you haven't, I'd get moving on that because you can be your own showcase for your customers, so please do that.
Your desktop practices, to really take advantage of this opportunity, expand them, set them up, getting going on this opportunity to help modernize businesses. We want to work closely with you on that opportunity. As we just saw, building great new experiences and apps on the Windows platform across devices is more defined and larger than ever before, a terrific opportunity. And then, of course, last, the opportunity to really lead and this opportunity in the cloud with Windows Intune and helping more and more customers have a structured PC environment.
I am so appreciative of this opportunity to talk to you about Windows, have a fabulous year, thank you very much.