India for sure is a mobile-first country. But I don't think it will be a mobile-only country for all time. An emerging market will have more computing in their lives, not less computing, as there is more GDP and there is more need. As they grow, they will also want computers that grow from their phone.
As a team, we have a lot of work ahead of us in FY16 and beyond, but I am confident that, working together, we will make Microsoft a leader in the mobile-first, cloud-first world.
The funding of mobile first companies will increase significantly.
At our core, Microsoft is the productivity and platform company for the mobile-first and cloud-first world.
What I've been saying to people is, you need to think about mobile as your new flagship. It's the place everybody goes to first.
People interact with their phones very differently than they do with their PCs, and I think that when you design from the ground up with mobile in mind, you create a very different product than going the other way.
In terms of the public positioning of the company, Satya's [Nadella] done a very good job. He sort of pivoted in a way that I don't think would have been possible for me to do even if I'd seen it that way, to really talk about this mobile-first, cloud-first world.
Everything's mobile these days. Let's go mo-bile! But really, that's just an IQ test. When you see bold new startups with nothing but a desktop strategy, you know they just don't get it, and you move on.
The opportunity to build new and surprising partnerships to help Microsoft succeed in a mobile-first, cloud-first world is truly exciting, and I look forward to leading these efforts.
Most emerging markets are skipping web based technology and go straight to mobile
For commercial customers, we have invested in specialist mobile-first sales capabilities, and we are building out our device-selling channel.
