Yes, and that's exactly one of the things Satya talks about. If people are using Outlook as a Gmail client on iOS and it's enforcing corporate data retention po

Yes, and that's exactly one of the things Satya talks about. If people are using Outlook as a Gmail client on iOS and it's enforcing corporate data retention policies via Azure Active Directory then who cares how many iPhones sold to consumers that quarter. The more the better. Microsoft thought they had to defend the enterprise from iPads, too. Nope, they just needed to make PowerPoint run great on the damn things. The broader point is that people are bringing their work home and to the extent that Microsoft makes the best productivity tools, they'll never lose "consumer." They get that for free. When consumer trends change, maybe they'll catch one. Maybe Sony will. Maybe Samsung. But that's really not the front line battle anymore.