We will have to wait and see what all this really means....
SourceOn the cloud subscription model: "We're well on our way to making that transition in terms of moving from pure licenses to long-term contracts and as well as subscription business model," Nadella told analysts. But he didn't share anything new about when, whether and how Microsoft will move to a subscription model for Windows, as some are expecting.
SourceWZor also claims that Microsoft is tinkering with the business model for Windows and may make some kind of base-level version of Windows available for free for everyone, but require a subscription to "turn on" the full set of capabilities and features, similar to the way Microsoft requires Office on iPad users to have an Office 365 subscription to do more than just the simplest of tasks with the free version. I haven't heard anything specifically about this from my contacts (yet).
For the record, I voted maybe.