My Guess is they will push hard into the hardware side with more of a "Managed service" offering as well. A Proposition of the benefits of this open source ultra compatible ecosystem without the drawback of running your own server and backups etc etc.

I know I run HA at home and its generally good, but ive not benefitted from historical data b/c I re-build it from scratch semi regularly and cant be bothered to handle backups properly :)