I only managed to watch through the Lumia part and TBH I feel a bit disappointed about the press, there's not much important things had been revealed.
We know it get top-spec SoC, screen and good to know that as flagship should be, other than that :
Camera - we only get roughly how good it might be from the host's mouth, not a single sample image been shown. We don't know how fast it actually focus (MSFT avoid to mention if 950/xl have phase-detective autofocus always, why?), how good the white balance/HDR will work (this is always the weak point of lumia cameras). We heard how god the RGB flash will be but c'mon at least you can show one photo to make sence of your words, that human/ghost phrase sucks like we all have no idea what red-eye reduction is and all the pictures taken before with flash are people trying to expend their halloween album? What a joke!
Basically there's no actual point revealed about the camera.
Continuum - being a very important (the most important maybe) feature that W10M excites people, they spend quite sometime in this part and it feels really fast and smooth. I like the ability you can power the screen yet still using the phone which is really nice feature. However, the demo lacks the most important feature of windows experience - the windows. You see he jump across the mail/word/powerpoint apps but in a way of metro UI style which is basically a waste of big screen (no split screnn for two apps, no windowlized apps in same screnn area) and make it no difference to android in terms of productivity. With the good support of MS apps on other platform and the ability to work over cloud, if the continuum really couldn't support multi-windows working in same screen then it's a deal breaker for me.
I'm a bit sad about the two big parts they spent the most of the session yet not providing much useful information for me to understand how 950/xl stands out the competitors.
UPDATED
I just did some homework, the 20mp 1/2.4" sensor seems from Toshiba and the newer one (T4KA7-121) with PDAF is only sample-out at Oct 2015 and will be mass-produced in Mar 2016. So I guess if Lumia 950/XL hit the market early than that then we can be sure they use the old T4KA7 sensor as HTC M9.