The good stuff is not new, and it all appears in Kevin Turner's slides. The issues for concern are in the behavior, body language and interactions among the COO, CFO and CEO that are evident in the video of the question and answers.
I was surprised by the amateurish character of the whole setup for a global technology industry leader. How can they help their customer companies do better when they can't even run an important corporate presentation for themselves? Despite all the remote mikes, a webcast viewer can never hear the questions from the audience. The transcripts reflect gaps by saying "Off mike," when they can't pick up the speaker. How 1980's! The lighting is out of balance, poorly placed and gets so bad at one point both the CFO and CEO put their hands over their eyes to look out into the audience.
For a small cap company, this is trivial; for Microsoft at an equity market capitalization of $273 billion, this is just inexcusable and, worse, inconsistent with their image and messaging. Indicative, but small.
Here is the first question in the Q+A: