OK, Maybe not something we didn't all already know but:

Microsoft CEO Steve Ballmer made it official: The company is shifting its model to focus on devices and services ahead of the Windows 8 launch. The importance of this shift can't be understated: Microsoft's revamp will make or break the company.

Ballmer said in a shareholder letter:

Last year in this letter I said that over time, the full value of our software will be seen and felt in how people use devices and services at work and in their personal lives. This is a significant shift, both in what we do and how we see ourselves — as a devices and services company. It impacts how we run the company, how we develop new experiences, and how we take products to market for both consumers and businesses. The work we have accomplished in the past year and the roadmap in front of us brings this to life.

http://www.zdnet.com/microsoft-radical-shift-to-devices-risk-ahead-of-windows-8-7000005540/?s_cid=e539