Quote - ... he considers them [Provo Craft] and DAZ to be content companies.

That is how I read his welcome message as well, which tends to make me think they will tilt away from software and emphasize content; software really being a means to consume that content.

In my view, DAZ had three principle business' going: 1) A content provider  2) A software maker 3) A content broker.

I sense that the focus will be strongly on #1--content provider.   I also get the impression they want to better with #3--broker, perhaps as part of the web site overhaul.   My fear is that #2 (software maker) will suffer except where it very directly supports business #1.   The current moves are to attract more tyros (given the free price tag) rather than professionals who are both more demanding and expect to pay for their tools (as they make money from using those tools--it's seen as an investment expense.)   With the proportion of tyros to pros shifting, the logical conclusion is the emphasis in #2 will very much move to what the tyros need to consume more content (as they will vastly outnumber professionals).  This does change the game, IMHO, but not necessarily where the more expert users would desire.

Time will tell, last summer there was much talk of Genesis in "other systems" with an inference that some professional systems were the target.   Today, I hear very little about that.   

(BTW: I do not mean "tyro" in any derrogatory sense.  I really mean "new user" in Product Manager speak but "tyro" is a lot easier to type . . . in the software industry, we discuss endlessly how to balance the needs of new users--tyros--with our "power users"--usually professionals.)

-K