Forget Satya Nadella's Mobile First, Cloud First mantra. If you want to know where Microsoft is going, it's better to look at a more objective source of truth — like the company's annual 10-K filing with the US Securities and Exchange Commission (SEC).

And based on 10-K, which includes an overview of financial performance as well as other company information, Microsoft plans a three-pronged strategy that focuses on Windows, productivity and the cloud.

“Our strategy is to build best-in-class platforms and productivity services for a mobile-first, cloud-first world,” the 10-K states.

Microsoft defines mobile-first as a broad goal to enhance the mobile enterprise through dedicated cloud and storage products. “Mobility encompasses the rich collection of data, applications and services that accompany our customers as they move from setting to setting in their lives,” the filing continues.

Interconnected Ambitious

To deliver its objective, Microsoft is focusing on three parts of its business.

  1. Productivity and Business Processes: This includes collaboration products, applications like Skype, OneDrive, Outlook, Excel and other parts of the Office 365 ecosystem and the development of its services across third-party ecosystems and devices.
  2. Cloud Computing: Beyond Office 365, Microsoft’s cloud computing is largely based on Azure, which Microsoft claims "meets the needs and demands" of organizations of all sizes. “We believe the combination of Azure and Windows Server makes us the only company with a public, private and hybrid cloud platform that can power modern business. We are working to enhance the return on information technology investment by enabling enterprises to combine their existing datacenters and our public cloud into a single cohesive infrastructure." Microsoft noted that it's continuing to work on security and securitizing organization’s data.
  3. Windows and Personalized Computing: Microsoft calls the release of Windows 10 a “transformative moment” that takes its core operating system to new levels. "Windows 10 is more personal and productive, working seamlessly with functionality such as Cortana, Office, Continuum and universal applications,” the filing reads. 

It also intends to grow the original equipment manufacturer ecosystem to create new hardware designs for Windows 10, develop a premium device portfolio and monetization opportunities like services, subscriptions, gaming and search. 

Down the line, Microsoft plans to establish the Windows platform "across all devices" and unify cross-device user experience.