And while Nadella initially stressed the importance of Microsoft's enterprise and cloud businesses, the company's acquisition of cellphone maker Nokia could shift the focus to the average consumer.
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"I think he's really trying to broaden out what Microsoft's focus is ... taking this user-centric approach and understanding the thread between the business use, the personal use and how those people will be able to move from one to the other seamlessly. The introduction of Office to the iPad certainly makes that bold statement," Rosenberg said.
Thursday's conference call will be Nadella's first at the helm.
—By CNBC's Althea Chang.