Indeed, but the follow-up list and the subsequent quote seemed more in line with Microsoft has been doing (or trying to do) in the past decade:
> "We significantly outpaced enterprise IT spend as we continue to take share from our competitors by delivering the devices and services our customers need as they transition to the cloud,” said Kevin Turner, chief operating officer at Microsoft. “Our commercial cloud services revenue grew more than 100% year-over-year, as customers are embracing Office 365, Azure, and Dynamics CRM Online, and making long-term commitments to the Microsoft platform.”
Isn't it server related software, e.g. SQL-Server, Exchange, and so forth?
Perhaps some Office and some Windows 8 licenses, too. Both are good cash cows.
This much is likely: it's not Bing, nor the Surface, nor Windows Phone, nor the XBox…