I always forget what the early war German aims were. Susano, get in here!
Naval: RN is miles ahead of the KM. The MN is either going to find funding slashed in favour of troops on land or if Germany limits the French Army, is going to turn into a place to hide surplus soldiers pretending to be sailors. First scenario is good, as it means she'll have to scrap her old ships at a rate of knots (NPI). Second scenario is less good, as the ships will probably be retained as a smokescreen for a while, at least.
More carriers. In a few years there will probably be an international naval treaty between Britain, America, Germany and Japan, but one with fewer restrictions than the Washington Treaty, as everyone has more money. France will get side-lined; Italy's and A-H's positions will depend on their war experience. Lessons from Jutland*: if there is one, then lessons will be learned, but if there isn't, yadayada.
Land: I can definitely see the armies moving toward mechanisation. That said, armoured cars will have proven their utility, whereas tanks probably haven't. So lots of lightly armoured and highly mobile HMGs much like OTL's inter-war armoured cars. Germany may be a bit more resistant to this, given a) her OTL dilatory approach to mech warfare, and b) the fact that she's just won with what she already has. Of course, the German officer corps will doubtless undertake a rigorous review of the war, as IOTL, but since ITTL they won it, stick-in-the-muds will still be able to form counter-arguments. Even IOTL Guderian had to write his book partly as an explanation and partly as an evangelical text, and that's when Germany had lost!
Aerial: Well, more carriers at sea. I expect the aerial formations have yet to gain the widespread acclaim of later years, so they will - at least temporarily - be tied to the apron-strings of the other two services. So no strategic bombing to wipe out a country ideas, because the generals and admirals want the defence budget spent on their reconnaissance and support aircraft.
As to when . . . dunno. Not for a while yet. Britain and Ireland need to get their act together, plus Westminster's prestige will have been damaged in the eyes of the Empire. France will want to tear down her army and rebuild it from the bottom up. Probably with a very defensively-minded outlook at first - as after the F-P War - and only getting more aggressive later on - as in the decade or so before WWI. Germany will be getting richer and more populous all this time, and I'd not be too surprised to see a brain-drain to her shores after the immediate memories of war have passed.