I'm still hearing Redstone 2, the version of Windows 10 that will follow the Windows 10 Anniversary Update arriving August 2, is still a Spring 2017 thing. But talk of any kind of Spring 2017 hardware launch has dissipated, at least among my contacts.
As of the last few days, I am hearing there will be some kind of Fall 2016 Microsoft hardware event. The question, at this point, is what the Softies will be highlighting there. Microsoft may be leaning toward making the fall hardware event a partner-first showcase and put the spotlight on Windows 10 devices from its OEMs.
I don't know how many new Surface configurations Microsoft may be planning to launch later this year. I don't know whether there will be updates to both the Atom-based Surface line and the Intel-Core-based Surface Pro family.
There's also been some speculation that Microsoft may announce a new version of its fitness band some time soon, as a number of users of current Band 2 devices are reporting problems with the skins of those devices splitting and tearing. Band 2 is not a Windows 10-powered device, nor is it a Surface-branded device. I've had no word as to whether subsequent bands will be Windows 10-powered and/or Surface-branded.
Those looking for new Microsoft Surface form factors, such as the expected "Surface Phone" and possibly the recently rumored Surface "all in one" living room device, shouldn't hold their breaths for a 2016 unveiling, my sources say. New Surface form factors that are dependent on Intel's coming "Kaby Lake" processors (the successors to "Skylake"), should be expecting to wait until later in calendar 2017 for new devices.
While Redstone 2 is still looking like a Spring 2017 deliverable, the next-generation/new-form-factor devices are not. Microsoft is likely to let Redstone 2 and the coming Kaby Lake processors bake a bit before putting them into brand-new devices, sources say. No one wants a repeat of what happened with Skylake and Surface Pro 4/Surface Book in late 2015. That means Surface-branded Kaby Lake devices may not be available for purchase until closer to holiday 2017, my sources are hinting.
"Surface Phone" also is currently still in Microsoft's plans, my contacts say. The coming devices will be business-focused and ARM-based (not Intel). However Microsoft positions them, these devices won't be meant to go head-to-head against consumer-centric phones from Apple and the Android contingent. Continuum will be a centerpiece of these large screen, mobile devices, allowing them to act like the brains of larger screen monitors/displays, when need be.
I'm really curious what this rumored "all in one" Surface might be. Is it a modular PC? Or is it a souped-up Surface display designed to connect with Continuum-powered phones?
So at this point, I'm betting we see a Fall 2016 Windows 10 hardware launch which will include some minor Surface configuration updates, and then later next year, a big bang Windows 10 hardware launch featuring new Kaby Lake devices running Redstone 2 from Microsoft and its partners.
Microsoft officials aren't commenting on any of this; everything in this post is based on sources and rumors. When trying to read the tea leaves, it's always helpful to remember the current Surface team's mission statement: "The Surface Team focuses on building devices that fully express the Windows vision."