I'm disappointed. After them announcing the subscription pricing changes, paid search results, etc. in a press conference because "we can't fit all into the keynote" I expected more. Instead we got 20 minutes of adults playing with emojis. Not what I would expect from a developer conference keynote. /edit: Thanks for the hint to watch the State of the Union video.
That said, I'd be surprised if they couldn't fit last week's stuff into the Platforms State of the Union (later today), which is basically the developer-oriented keynote.