Expect more on machine learning and intelligent cloud services, yada yada. Microsoft's bread and butter is in this area these days. Along with Office 365, of course, which Windows 10 Mobile can leverage, along with other phone platforms.
The $60,000 question is whether there will be much on 'Andromeda', clues as to a folding, transforming Surface Mobile product. My guess is that there will plenty for developers on handling device screens which change shape and size, preparing the way for an Autumn hardware launch. Maybe a few glimpses at working prototypes during BUILD?