Podcasts about microsoft earnings

This week, we unpack what Uber's CEO said, why the CNCF exists, and how companies chase the money. Plus, Coté stands alone in his love for rice cakes. Watch the YouTube Live Recording of Episode 518 (https://www.youtube.com/live/h0RVI_IOZvo?si=tbRl4R8iwhDsLzu7) Runner-up Titles Go feral You've ruined eating for me Cultural tombstone The next step is “I told you so” Culture is what happens when you're not talking about culture. You know, it's terrible to run over someone The robots are just fine Center of Attention Rundown Uber CEO says changing employee benefits 'is a risk we decided to take' (https://www.cnbc.com/2025/05/06/uber-ceo-says-changing-employee-benefits-is-a-risk-we-decided-to-take.html) Waymo is reducing serious crashes and making streets safer for those most at risk (https://waymo.com/blog/2025/05/waymo-making-streets-safer-for-vru) CNCF and Synadia Align on Securing the Future of the NATS.io Project (https://www.cncf.io/announcements/2025/05/01/cncf-and-synadia-align-on-securing-the-future-of-the-nats-io-project/) Oxide and Friends | Shootout at the CNCF Corral (https://oxide-and-friends.transistor.fm/episodes/shootout-at-the-cncf-corral) New D&D core rules are now CC-BY (https://www.dndbeyond.com/srd?srsltid=AfmBOorzpL2Y57RWJ966OdFDTICTiWTAAQL6Dn8FFvcB09HJClZkbWli). ‘Cook chose poorly': how Apple blew up its control over the App Store (https://www.theverge.com/apple/659296/apple-failed-compliance-court-ruling-breakdown) Relevant to your Interests I use Zip Bombs to Protect my Server (https://idiallo.com/blog/zipbomb-protection) "AI-first" is the new Return To Office - Anil Dash (https://www.anildash.com/2025/04/19/ai-first-is-the-new-return-to-office/) Find and Buy with AI: Visa Unveils New Era of Commerce (https://www.businesswire.com/news/home/20250430580204/en/Find-and-Buy-with-AI-Visa-Unveils-New-Era-of-Commerce?utm_source=www.therundown.ai&utm_medium=newsletter&utm_campaign=visa-mastercard-give-ai-credit-cards&_bhlid=3ec615c11c0429835c326dbeaabe5bca0dddaf66) Google dusts off Google Voice and adds three-way calling (https://www.theverge.com/news/659719/google-voice-app-update-call-ui-merge-three-way) Anthropic to Buy Back Employee Shares at $61.5 Billion Valuation (https://www.theinformation.com/articles/anthropic-buy-back-employee-shares-61-5-billion-valuation) IBM unveils capabilities meant to accelerate AI agent adoption (https://siliconangle.com/2025/05/06/ibm-unveils-capabilities-meant-accelerate-ai-agent-adoption/) Getting things "done" in large tech companies (https://www.seangoedecke.com/getting-things-done/) A.I. Is Getting More Powerful, but Its Hallucinations Are Getting Worse (https://www.nytimes.com/2025/05/05/technology/ai-hallucinations-chatgpt-google.html?campaign_id=9&emc=edit_nn_20250505&instance_id=153899&nl=the-morning®i_id=55370892&segment_id=197320&user_id=861fd8fcc0091c6690e3b338636d5995) This NAS brand just called out the competition and says you should own your hardware (https://www.techradar.com/pro/asustor-makes-veiled-dig-at-synologys-proprietary-hard-drive-philosophy-with-open-and-unlocked-stance) Microsoft Earnings, Microsoft's Core Capability, Amazon Earnings (https://stratechery.com/2025/microsoft-earnings-microsofts-core-capability-amazon-earnings/) Amazon beats on top and bottom line but issues light second quarter guidance (https://www.cnbc.com/2025/05/01/amazon-amzn-q1-earnings-report-2025.html) Amazon Takes Aim at Cursor With New AI Coding Service (https://www.theinformation.com/articles/amazon-takes-aim-cursor-new-ai-coding-service) OpenAI caves to pressure, keeps nonprofit in charge (https://www.theregister.com/2025/05/05/openai_keep_nonprofit_in_charge/) OpenAI Reaches Agreement to Buy Startup Windsurf for $3 Billion (https://www.bloomberg.com/news/articles/2025-05-06/openai-reaches-agreement-to-buy-startup-windsurf-for-3-billion) Anysphere, which makes Cursor, has reportedly raised $900M at $9B valuation (https://techcrunch.com/2025/05/04/cursor-is-reportedly-raising-funds-at-9-billion-valuation-from-thrive-a16z-and-accel/) Clouded Judgement 5.2.25 - Cloud Giants Report Q1 '25 (https://open.substack.com/pub/cloudedjudgement/p/clouded-judgement-5225-cloud-giants?r=2l9&utm_medium=ios) Nine Emerging Developer Patterns for the AI Era | Andreessen Horowitz (https://a16z.com/nine-emerging-developer-patterns-for-the-ai-era/?trk=feed_main-feed-card_feed-article-content) Nonsense AI Brings Play-by-Play Commentary To Pong (https://hackaday.com/2025/05/06/ai-brings-play-by-play-commentary-to-pong/) Conferences Fr (https://vmwarereg.fig-street.com/051325-tanzu-workshop/)ee AI workshop (https://vmwarereg.fig-street.com/051325-tanzu-workshop/), May 13th. day before C (https://events.linuxfoundation.org/cloud-foundry-day-north-america/)loud (https://events.linuxfoundation.org/cloud-foundry-day-north-america/) (https://events.linuxfoundation.org/cloud-foundry-day-north-america/)Foundry (https://events.linuxfoundation.org/cloud-foundry-day-north-america/) Day (https://events.linuxfoundation.org/cloud-foundry-day-north-america/). Melbourne Wiz Meet-Up (https://www.wiz.io/events/melbourne-wizdom-meet-up-may-2025), May 13. Matt will be there. Cloud Foundry Day US (https://events.linuxfoundation.org/cloud-foundry-day-north-america/), May 14th, Palo Alto, CA, Coté speaking. KCD Texas Austin 2025 (https://community.cncf.io/events/details/cncf-kcd-texas-presents-kcd-texas-austin-2025/), May 15th, Whitney Lee speaking NDC Oslo (https://ndcoslo.com/), May 21st-23th, Coté speaking. POST/CON 25 (https://fnf.dev/43irTu1), June 3-4, Los Angeles, CA, Brandon representing SDT. Use Code: BRANDON, first 20 people get a free pass SREDay Cologne, June 12th, 2025 (https://sreday.com/2025-cologne-q2/#tickets) - Coté speaking, discount: CLG10, 10% off. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: UniFi Express (https://store.ui.com/us/en/products/ux) , FlexHD (https://store.ui.com/us/en/products/uap-flexhd), U6+ (https://store.ui.com/us/en/products/u6-plus) and US 8 60W (https://store.ui.com/us/en/products/us-8-60w) Matt: Andor (https://www.google.com/aclk?sa=L&ai=DChcSEwi_k_SJq5KNAxVtbn8AHTM9LiAYABAAGgJvYQ&co=1&gclid=CjwKCAjwiezABhBZEiwAEbTPGJm543I3_qXVgfjHny9-ZLEw01E6SYCKzXEqXnLCpru-2Wjkg92ybRoCF8EQAvD_BwE&cce=1&sig=AOD64_1ZVJAYtB5pJD_f0aUN-mZqKPFYXQ&q&adurl&ved=2ahUKEwigq--Jq5KNAxV248kDHbzcLIoQ0Qx6BAgHEAQ) Season 2 (https://www.google.com/aclk?sa=L&ai=DChcSEwi_k_SJq5KNAxVtbn8AHTM9LiAYABAAGgJvYQ&co=1&gclid=CjwKCAjwiezABhBZEiwAEbTPGJm543I3_qXVgfjHny9-ZLEw01E6SYCKzXEqXnLCpru-2Wjkg92ybRoCF8EQAvD_BwE&cce=1&sig=AOD64_1ZVJAYtB5pJD_f0aUN-mZqKPFYXQ&q&adurl&ved=2ahUKEwigq--Jq5KNAxV248kDHbzcLIoQ0Qx6BAgHEAQ) Coté: Batman (https://www.rottentomatoes.com/m/1001781-batman) and Batman Returns (https://www.imdb.com/title/tt0103776/). Photo Credits Header (https://unsplash.com/photos/text-QUQwhUa_B7E)

Welcome to episode 61 of Shack Together! We're joined by special guest Ozzie Mejia to discuss Microsoft's surprising Xbox price hikes and dive into this week's massive list of tech earnings reports. EA enacts significant shifts with Respawn Entertainment announcing layoffs and game cancellations, while impressive sales figures roll in for titles like Oblivion Remastered, Elden Ring, and more. Today's show features our "Warframe or Soreblame" segment, testing the crew's knowledge of the popular free-to-play game's extensive weapons arsenal, from the widely-used Tenet Envoy to the fan-favorite Opticor. Ozzie also shares insights from his interview with Towerborne's Game Director about the game's Xbox debut and future plans. In Story Time, we cover major industry developments including Fortnite's return to iOS, Apple's court ruling in the Epic Games case, and Nintendo's latest (and perhaps final) System Update preparing for Switch 2. The tech sector dominates our industry news with comprehensive earnings reports from Meta, Microsoft, Amazon, and Apple, revealing significant developments in gaming revenue, AI initiatives, and hardware sales. And that's all for today's show! Thanks as always for listening and enjoy!   Timestamps 00:01:09 Intro 00:10:44 It's Shack Together! 00:11:26 Ozzie's Games: Star Wars Outlaws 00:19:25 Joe's Game: Selling The Xbox 00:21:45 Asif's Games: Blue Prince, F-Zero 99 00:40:24 Warframe or Soreblame 00:49:29 Previews: Towerborne, Wartorn 00:53:54 Reviews: Shotgun Cop Man, Skin Deep 00:58:48 Gaming News: Oblivion Remastered Sales, Clair Obscur Sales, Elden Ring Sales, RE4 Sales, Xbox Price Hikes, Fortnite Mobile Returns, Nintendo Switch V20 01:24:11 Industry News: Respawn Layoffs, Tesla Seeks to Oust Musk, Meta Earnings, Microsoft Earnings, Amazon Earnings, Apple Earnings 01:48:48 Community Notes   Articles mentioned in this episode Towerborne Xbox Game Preview interview Xbox console & game price increase Respawn Entertainment layoffs & cancellations The Elder Scrolls 4: Oblivion 4 million players Elden Ring 30 million copies sold Fortnite mobile return to US iOS App Store Nintendo Switch Update 20.0.0 Microsoft Q3 FY25 Gaming revenue Meta Reality Labs Q1 2025 earnings Apple Q2 FY25 earnings results

Episode 573: Neal and Toby discuss the latest GDP report and how Trump's tariffs may have dampened the growth of the US economy. Then, Meta and Microsoft bring good news for their Q1 earnings as their AI and cloud businesses remain strong. Plus. Starbucks CEO Brian Niccol was hoping his turnaround plan would start out hot…but instead, it left investors feeling a chill down their spine with disappointing Q1 earnings. Meanwhile, Neal shares his favorite numbers from The Vatican, ‘Monty Python and the Holy Grail', and the ‘Minecraft Movie'.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit https://planetoat.com/ to learn more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative and involves a high degree of risk. Cryptocurrency holdings are not protected by the FDIC or SIPC. APY as of 3/18/25,  subject to change. *Terms and Conditions apply. 00:00 - Happy May! 02:45 - US Economy Shrinks 07:50 - Meta and Microsoft Earnings  11:30 - Starbucks Earnings Stink 18:00 - Neal's Numbers 24:45 - Headlines Learn more about your ad choices. Visit megaphone.fm/adchoices

Alissa Coram and Ken Shreve analyze Thursday's market action and discuss key stocks to watch on Stock Market Today.

A slew of earnings roll in with Meta and Microsoft among the names reporting. Deepwater Asset Management Gene Munster joins to dig into where he sees tech heading next. Plus, markets tumble after a surprise GDP result, Telsey Advisory Group CEO Dana Telsey on the retail impact of tariffs, and how Starbucks is faring after their disappointing results. Fast Money Disclaimer

Ryuta Makino (Research Analyst) highlights Microsoft's earnings and their outlook for the upcoming fiscal year. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Diese Woche sprechen Florian Gschwandtner und Martin Kaswurm über DeepSeek, was dahinter steckt & warum es so einen Schocker im Silicon Valley ausgelöst hat. Die beiden berichten über das legendäre Hahnenkamm Rennen, die Microsoft Earning und beantworten wieder einige Hörerfragen rund um ETFs und vieles mehr.  Florian Gschwandtner & Martin Kaswurm sprechen über:    00:02:17 Recap Hahnenkamm Rennen 2025  00:11:04 DeepSeek  00:21:09 SORA, Operator & Co  00:21:44 Microsoft Earnings 00:23:50 Hörerfragen zu ETFs 00:25:00 Werbung Hello Again 00:28:34 Invoice Scanner mit Replit 00:30:24 Candy.ai – AI Girlfriend  00:36:22 Entführung des Ledger CEOs  00:37:46 Handelsverband – Bürokratie  00:39:24 DOGE  00:41:12 Hörerfragen: UnternehmerInnen in der Politik   Disclaimer    Werbepartner: hello again    Instagram: btm_podcastcom TikTok: btm_podcastcom    Links zum Nachlesen:  Artikel zu den Microsoft Earnings  AI Girlfriend bauen mit Candy.ai  Notetaker AI  Artikel zur Entführung des Ledger CEOs  Pressekonferenz Handelsverband - Bürokratie  Washington Post Artikel zu „Trump offering federal workers buyouts with about 8 months' pay in effort to shrink government”  (Fitness-)Buch-Tipps: Fit ohne Geräte - Mark Lauren Forever young: Das Leicht-Lauf-Programm – Dr. Ulrich Strunz Feedback & Hörerfragen immer gerne an info@btm-podcast.com

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information.

Die große Big Tech Earnings Folge mit Zahlen von Google, Apple, Facebook, Amazon und Microsoft. Warum Reddit in zwei Jahren weniger als 20 Milliarden wert sein könnte? Pip erklärt, ob er seit der letzten Folge eine gute Gegenhypothese zu seiner Hyperscaler Wette erhalten hat. ChatGPT kann jetzt im Internet suchen. Werbung: Mehr Infos zu der CODEx mit David Kriesel, IT Jobs bei der HDI und die LinkedIn Profile von André und Jonas gibt es auf HDI.Group/DG Werbung: Sei dabei beim 'Grow with Braze' Event - dem Marketing-Netzwerktreffen rund um Customer Engagement. Erlebe unter anderem Pip mit seiner Keynote 'Beyond the AI Hype' und tausche dich mit Branchenexperten aus. Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:07:50) Reddit (00:22:00) Big Tech (00:24:20) Google Earnings (00:35:00) Amazon Earnings (00:47:00) Microsoft Earnings (00:59:10) Meta Earnings (01:06:00) Apple Earnings (01:16:00) OpenAI Suche (01:20:00) Andere Tech News Snownotes  Reddit Post von Philipp Klöckner LinkedIn Elon Musks xAI in Gesprächen über eine Finanzierung in Höhe von 40 Mrd. Dollar WSJ

Segment 1: Darren Freihage, McDonald's Owner Operator in Monee, joins John Williams to talk about how long he has been a McDonald’s Owner Operator, being a third generation McDonald’s worker, how business has been going, the McDonald’s brand being good to their family, some of the new products currently being offered, the addition of Krispy […]

Plus, Meta reports record revenue despite slower digital advertising growth. And Wall Street giants KKR and Energy Capital Partners agree to invest $50 billion in AI and power-generation projects. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

New Study - Power and AI Apple releases new AI (first version) Bitcoin - Not Buying the Electoral Rhetoric Correction territory for many tech names PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Warm Up - NEW CTP ANNOUNCED! - Jailtime? Short Seller targeted - The EXCITING Summer Olympics - Last vote - never again! Market Update - New Study - Power and AI - Apple releases new AI (first version) - Bitcoin - Not Buying the Electoral Rhetoric - Correction territory for many of the tech names.... - Microsoft Earnings... Crowdstrike Glitch - 2nd shoe is dropping - Lawsuits are on the way - hitting Crowdstrike and Microsoft - Several announced this week..... - CRWD still falling - Down 40% since before the "glitch"   Microsoft - Reports Q4 (Jun) earnings of $2.95 per share, $0.01 better than the FactSet Consensus of $2.94; revenues rose 15.2% year/year to $64.73 bln vs the $64.38 bln FactSet Consensus. - Azure and other cloud services revenue growth of +29%, +30% constant currency vs +30-31% CC prior guidance. - Guides next quarter is below consensus - Stock getting hit - down 7% initially, but comes back a bit in after-hours AMD - Better than feared - stock up after hours nicely Intel - cutting 1000's of  jobs - they are not a contender at all Citron Boss - The activist short seller Andrew Left surrendered in Los Angeles on Monday to face federal criminal securities fraud charges, a spokesman for the U.S. Attorney's Office there said. (Like he was in jail until bail was paid!) - $10M Bail - Andrew Left - is accused of using his public platform, which included social media posts on X and appearances on CNBC, to make illegal profits of at least $16 million by manipulating stock market activity and trading in a way that was contrary to the positions he publicly purported to take. - Left is also being sued by the U.S. Securities and Exchange Commission, which in a civil complaint filed last week in LA federal court accused him and Citron of “engaging in a $20 million multi-year scheme to defraud followers by “publishing false and misleading statements regarding his supposed stock trading recommendations.” - “Left bragged to colleagues that some of these statements [he made] were especially effective at inducing retail investors to trade based on his recommendations and said that it was like taking ‘candy from a baby,'” the SEC alleges in that lawsuit. Big Boys - Tuesday Update - NVDA (-6.5%) extends to session lows, as AI group comes under pressure ahead of key earnings reports and AI capex guides... other AI movers of note include ARM -6%, VRT -6%, SMCI -5.5%, QCOM -4%, MU -3%, SMH -3% Eurozone - The euro zone's economy grew by more than expected in the second quarter of 2024, flash figures from the European Union's statistics office showed Tuesday. - The zone's gross domestic product rose by 0.3% in the three months to the end of June compared to the previous quarter, the data showed. Economists polled by Reuters had expected a 0.2% increase on a quarterly basis. McDonald's Earnings - McDonald's on Monday reported quarterly earnings and revenue that missed analysts' expectations as same-store sales declined across every division. - Earnings per share: $2.97 adjusted vs. $3.07 expected - Revenue: $6.49 billion vs. $6.61 billion expected - “At the end of the day, we expect customers will continue to feel the pinch of the economy and a higher cost of living for at least the next several quarters in this very competitive landscape,” McDonald's U.S. President Joe Erlinger said - Stock - Went up - Big plan ????? Bring back the Value Meal (How does that actually help?)

Scott Wapner and the Investment Committee debate where Microsoft could go as the rotation away from the Nasdaq continues today. Plus, a Chart of the Day on Merck, the stock sliding 10% today, the committee discuss the biotech sector. And later, the desk discuss the latest Calls of the Day on Netflix and Whirlpool. Investment Committee Disclosures 

Ist Philipp Klöckner mit den Microsoft-Earnings zufrieden? Philipp Glöckler hat sich ein Probeabo vom Manager Magazin gegönnt und ist überrascht, wie viel Werbung in dem Leit­medium für Ent­scheider:­innen steckt. In Folge 373 meinte Pip, dass seiner Meinung nach die Nvidia-Ökonomie nicht funktionieren kann. OpenAI zahle das 8-fache und solle daher eigene Chips bauen und selbst betreiben. Wenn das wahr ist, sollte dann die Azure-Mircosoft-Ökonomie bzw. die Hyperscaler-Ökonomie nicht auch Risse haben? Was passiert mit dem Bedarf an Rechenzeit, wenn Chips billiger werden? Würde ein CERN für KI Europa helfen? Wir schauen uns die Zahlen von LVMH und PayPal an. Hat Glöckler Apple-fatigue? Apple lässt sich scheinbar mit Apple Intelligence ein bisschen mehr Zeit. Waymo bekommt 5 Milliarden Dollar von Alphabet. Delta verklagt Microsoft und CrowdStrike. Spanien verhängt eine Geldstrafe gegen Booking wegen Missbrauchs einer marktbeherrschenden Stellung.  Werbung: Sprich mit Philipp Richter von der PCG über deine SAP Transformation in die Cloud. Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Manager Magazin Werbung (00:13:45) Chip Preise und Rechenzeit Nachfrage (00:16:40) CERN für KI? (00:22:05) Luxus schwächelt (00:28:20) Temu (00:31:50) Apple Intelligence (00:40:35) Waymo  (00:49:20) Shein (00:55:15) Crowdstrike  (00:59:00) Meta AI Studio (01:06:30) PayPal (01:13:15) Elon (01:18:00) Arista  (01:20:50) Microsoft  Shownotes: CERN für KI: Heise LVMH: Reuters Apple Intelligence: WSJ Waymo Funding: Electrive Waymo 50k trips pro Woche: X Shein: MM AI Studio: Meta Booking: Reuters Elon verbreitet Fake News: NYT

FY24 Q3 Earnings, AI Explorer, Github Copilot Workspace Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/879 Sponsors: GO.ACILEARNING.COM/TWIT - code TWIT30 cachefly.com/twit

FY24 Q3 Earnings, AI Explorer, Github Copilot Workspace Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/879 Sponsors: GO.ACILEARNING.COM/TWIT - code TWIT30 cachefly.com/twit

FY24 Q3 Earnings, AI Explorer, Github Copilot Workspace Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/879 Sponsors: GO.ACILEARNING.COM/TWIT - code TWIT30 cachefly.com/twit

FY24 Q3 Earnings, AI Explorer, Github Copilot Workspace Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/879 Sponsors: GO.ACILEARNING.COM/TWIT - code TWIT30 cachefly.com/twit

FY24 Q3 Earnings, AI Explorer, Github Copilot Workspace Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/879 Sponsors: GO.ACILEARNING.COM/TWIT - code TWIT30 cachefly.com/twit

FY24 Q3 Earnings, AI Explorer, Github Copilot Workspace Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/879 Sponsors: GO.ACILEARNING.COM/TWIT - code TWIT30 cachefly.com/twit

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Carl Quintanilla and Sara Eisen tackle today's biggest Money Movers from the floor of the New York Stock Exchange. 

Microsoft's layoffs have sent the FTC into a tizzy, adding fuel to the ongoing fire. Also: It's earnings season, with EA, Microsoft, Capcom, Nintendo, Square Enix, Paradox, Take-Two, Sega, and Meta reporting. We also cover the latest in the layoff storm that continues to drown the industry and Disney's $1.5B investment in Epic. This is episode is sponsored by Magic Mind, a supplement shot that includes ingredients to lower your stress, reduce fatigue, and boost your immune system. You can get 20% off your order of Magic Mind at https://www.magicmind.com using the code VirtualEconomy20.  You can support Virtual Economy's growth via our Ko-Fi and also purchase Virtual Economy merchandise! TIME STAMPS [00:01:14] - EA Earnings [00:12:44] - Microsoft Earnings [00:22:59] - Capcom Earnings [00:28:23] - Nintendo Earnings [00:31:09] - Square Enix Earnings [00:37:45] - Paradox Earnings [00:42:38] - Take-Two Earnings [00:49:17] - SegaSammy Earnings [00:53:09] - Meta Earnings (Brief) [00:55:57] - Investment Interlude [01:12:13] - Quick Hits [01:19:36] - Labor Report SOURCES Electronic Arts Reports Strong Q3 FY24 Results | EA Microsoft Earnings Release FY24 Q2 | Microsoft Capcom On Track to Achieve Full-Year Guidance | Capcom Consolidated Results for the Nine Months Ended December 31, 2022 and 2023 | Nintendo Consolidated Financial Results for the Nine-Month Period Ended December 31, 2023 | Square Enix Year-end report January – December 2023 | Paradox Take-Two Interactive Software, Inc. Reports Results for Fiscal Third Quarter 2024 | Take-Two SegaSammy Q3 Results Presentation | SegaSammy Meta Reality Labs loses $4.65B in Q4 | Meta Tencent CEO feels its game business "achieved nothing" during 2023 | Game Developer Embracer lays off staff at Star Trek: Infinite dev Nimble Giant | Game Developer Wayfinder dev Airship Syndicate lays off 12 employees | Game Developer Square Enix absorbs Tokyo RPG Factory | Gematsu Hidden Path Layoffs | Jeff Pobst on LinkedIn Roughly half of Devolver's Artificer studio laid off | Games Industry Devolver Digital CEO Douglas Morin steps down | Games Industry Layoffs at Netease, MiHoYo, Tencent | Core Esports The FTC is Going After Microsoft Over Layoffs | Tom Warren (@tomwarren) on Twitter …And Microsoft has Responded | Tom Warren (@tomwarren) on Twitter INVESTMENT INTERLUDE Nordcurrent snaps up Cinemaware library | Games Industry Disney and Epic Games to Create Expansive and Open Games and Entertainment Universe Connected to Fortnite | Disney Nitro Games receives further €3.5 million to continue Warframe mobile development | Pocket Gamer Six Nations-backer CVC in talks to buy Runescape-maker for £900m | Sky News FromSoftware owner Kadokawa acquires Octopath Traveler studio | Eurogamer

Alphabet and Microsoft are lower following mixed quarterly results. YCG Enhanced Fund's Brian Yacktman explains. Plus, the latest Fed policy decision is out this afternoon. NatWest Markets' Michelle Girard gives her expectations. And, a Delaware judge has sided with an investor lawsuit against Tesla CEO Elon Musk. Cleo Capital's Sarah Kunst discusses.

Microsoft announced Tuesday that it earned a net income of $21.9 billion on revenues of $62 billion in the quarter ending December 31, 2023. Those figures are up 33 percent and 18 percent, respectively, year-over-year (YOY) Intelligent Cloud: Azure, AI Microsoft's biggest business unit delivered $25.9 billion in revenue, up 20 percent YOY and driven primarily by its Azure cloud platform Azure revenues were up 30 percent in the quarter, 6 points of which Microsoft attributed to "AI services" Productivity and Business Processes: Microsoft 365 $19.2 billion in revenues, with growth of 13 percent YOY Office Commercial revenues were up 15 percent More Personal Computing: Xbox, Windows Revenues of $16.9 billion, up 19 percent YOY Gaming revenues surged 49 percent (44 points from Activision Blizzard) Xbox hardware revenues inched up by 3 percent Windows revenues from PC makers grew 11 percent in the quarter Windows Canary: Voice Clarity comes to more PCs, and Microsoft previews new/old Windows Setup first-run experience Dev: Minor bug fixes only Beta: Snap Layout suggestions, new settings in Widgets, and you can now revert to stable (!!) Microsoft 365 Teams goes down for the count AI Microsoft adds deepfake guardrails to Designer AI. So, this wasn't there before now? FTC is investigating Microsoft/OpenAI and other Big Tech AI partnerships Xbox Microsoft can finally bring Xbox Cloud Gaming to the iPhone (and Fortnite is coming back to the iPhone in the EU) 1900 layoffs at Activision Blizzard, Zenimax, and Xbox Tips and Picks Tip of the week: Upgrade to passkeys App pick of the week: Insync RunAs Radio this week: Software Licensing with Mary Jo Foley Brown liquor pick of the week: Dailuaine 16 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT

Microsoft announced Tuesday that it earned a net income of $21.9 billion on revenues of $62 billion in the quarter ending December 31, 2023. Those figures are up 33 percent and 18 percent, respectively, year-over-year (YOY) Intelligent Cloud: Azure, AI Microsoft's biggest business unit delivered $25.9 billion in revenue, up 20 percent YOY and driven primarily by its Azure cloud platform Azure revenues were up 30 percent in the quarter, 6 points of which Microsoft attributed to "AI services" Productivity and Business Processes: Microsoft 365 $19.2 billion in revenues, with growth of 13 percent YOY Office Commercial revenues were up 15 percent More Personal Computing: Xbox, Windows Revenues of $16.9 billion, up 19 percent YOY Gaming revenues surged 49 percent (44 points from Activision Blizzard) Xbox hardware revenues inched up by 3 percent Windows revenues from PC makers grew 11 percent in the quarter Windows Canary: Voice Clarity comes to more PCs, and Microsoft previews new/old Windows Setup first-run experience Dev: Minor bug fixes only Beta: Snap Layout suggestions, new settings in Widgets, and you can now revert to stable (!!) Microsoft 365 Teams goes down for the count AI Microsoft adds deepfake guardrails to Designer AI. So, this wasn't there before now? FTC is investigating Microsoft/OpenAI and other Big Tech AI partnerships Xbox Microsoft can finally bring Xbox Cloud Gaming to the iPhone (and Fortnite is coming back to the iPhone in the EU) 1900 layoffs at Activision Blizzard, Zenimax, and Xbox Tips and Picks Tip of the week: Upgrade to passkeys App pick of the week: Insync RunAs Radio this week: Software Licensing with Mary Jo Foley Brown liquor pick of the week: Dailuaine 16 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT

Microsoft announced Tuesday that it earned a net income of $21.9 billion on revenues of $62 billion in the quarter ending December 31, 2023. Those figures are up 33 percent and 18 percent, respectively, year-over-year (YOY) Intelligent Cloud: Azure, AI Microsoft's biggest business unit delivered $25.9 billion in revenue, up 20 percent YOY and driven primarily by its Azure cloud platform Azure revenues were up 30 percent in the quarter, 6 points of which Microsoft attributed to "AI services" Productivity and Business Processes: Microsoft 365 $19.2 billion in revenues, with growth of 13 percent YOY Office Commercial revenues were up 15 percent More Personal Computing: Xbox, Windows Revenues of $16.9 billion, up 19 percent YOY Gaming revenues surged 49 percent (44 points from Activision Blizzard) Xbox hardware revenues inched up by 3 percent Windows revenues from PC makers grew 11 percent in the quarter Windows Canary: Voice Clarity comes to more PCs, and Microsoft previews new/old Windows Setup first-run experience Dev: Minor bug fixes only Beta: Snap Layout suggestions, new settings in Widgets, and you can now revert to stable (!!) Microsoft 365 Teams goes down for the count AI Microsoft adds deepfake guardrails to Designer AI. So, this wasn't there before now? FTC is investigating Microsoft/OpenAI and other Big Tech AI partnerships Xbox Microsoft can finally bring Xbox Cloud Gaming to the iPhone (and Fortnite is coming back to the iPhone in the EU) 1900 layoffs at Activision Blizzard, Zenimax, and Xbox Tips and Picks Tip of the week: Upgrade to passkeys App pick of the week: Insync RunAs Radio this week: Software Licensing with Mary Jo Foley Brown liquor pick of the week: Dailuaine 16 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT

Microsoft announced Tuesday that it earned a net income of $21.9 billion on revenues of $62 billion in the quarter ending December 31, 2023. Those figures are up 33 percent and 18 percent, respectively, year-over-year (YOY) Intelligent Cloud: Azure, AI Microsoft's biggest business unit delivered $25.9 billion in revenue, up 20 percent YOY and driven primarily by its Azure cloud platform Azure revenues were up 30 percent in the quarter, 6 points of which Microsoft attributed to "AI services" Productivity and Business Processes: Microsoft 365 $19.2 billion in revenues, with growth of 13 percent YOY Office Commercial revenues were up 15 percent More Personal Computing: Xbox, Windows Revenues of $16.9 billion, up 19 percent YOY Gaming revenues surged 49 percent (44 points from Activision Blizzard) Xbox hardware revenues inched up by 3 percent Windows revenues from PC makers grew 11 percent in the quarter Windows Canary: Voice Clarity comes to more PCs, and Microsoft previews new/old Windows Setup first-run experience Dev: Minor bug fixes only Beta: Snap Layout suggestions, new settings in Widgets, and you can now revert to stable (!!) Microsoft 365 Teams goes down for the count AI Microsoft adds deepfake guardrails to Designer AI. So, this wasn't there before now? FTC is investigating Microsoft/OpenAI and other Big Tech AI partnerships Xbox Microsoft can finally bring Xbox Cloud Gaming to the iPhone (and Fortnite is coming back to the iPhone in the EU) 1900 layoffs at Activision Blizzard, Zenimax, and Xbox Tips and Picks Tip of the week: Upgrade to passkeys App pick of the week: Insync RunAs Radio this week: Software Licensing with Mary Jo Foley Brown liquor pick of the week: Dailuaine 16 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT

Microsoft announced Tuesday that it earned a net income of $21.9 billion on revenues of $62 billion in the quarter ending December 31, 2023. Those figures are up 33 percent and 18 percent, respectively, year-over-year (YOY) Intelligent Cloud: Azure, AI Microsoft's biggest business unit delivered $25.9 billion in revenue, up 20 percent YOY and driven primarily by its Azure cloud platform Azure revenues were up 30 percent in the quarter, 6 points of which Microsoft attributed to "AI services" Productivity and Business Processes: Microsoft 365 $19.2 billion in revenues, with growth of 13 percent YOY Office Commercial revenues were up 15 percent More Personal Computing: Xbox, Windows Revenues of $16.9 billion, up 19 percent YOY Gaming revenues surged 49 percent (44 points from Activision Blizzard) Xbox hardware revenues inched up by 3 percent Windows revenues from PC makers grew 11 percent in the quarter Windows Canary: Voice Clarity comes to more PCs, and Microsoft previews new/old Windows Setup first-run experience Dev: Minor bug fixes only Beta: Snap Layout suggestions, new settings in Widgets, and you can now revert to stable (!!) Microsoft 365 Teams goes down for the count AI Microsoft adds deepfake guardrails to Designer AI. So, this wasn't there before now? FTC is investigating Microsoft/OpenAI and other Big Tech AI partnerships Xbox Microsoft can finally bring Xbox Cloud Gaming to the iPhone (and Fortnite is coming back to the iPhone in the EU) 1900 layoffs at Activision Blizzard, Zenimax, and Xbox Tips and Picks Tip of the week: Upgrade to passkeys App pick of the week: Insync RunAs Radio this week: Software Licensing with Mary Jo Foley Brown liquor pick of the week: Dailuaine 16 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT

Nach einem Jahr schauen wir uns wieder die LinkedIn Engagement Rate an und philosophieren, wie es eine Deloitte Corporate-Influencerin LinkedIn besser bespielt, als alle anderen Business Influencer:innen. Dazu gibt es noch ein bisschen Roboter Talk, Earnings von Microsoft und Alphabet und 140 Sekunden Elon Musk. Aktuelle Werbepartner des Doppelgänger Tech Talk Podcasts, unser Sheet und der Disclaimer Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) LinkedIn (00:52:35) BMW Roboter (00:57:15) iRobot Amazon Deal geplatzt (01:01:15) Microsoft Earnings (01:04:25) Alphabet Earnings (01:08:30) Neuralink, Elon und Taylor Swift Shownotes:

Bloomberg's Caroline Hyde and Ed Ludlow look ahead to Alphabet, AMD, Microsoft earnings and the impact of AI on their earnings. Plus, Elon Musk's Neuralink puts its brain implant technology in its first patient.See omnystudio.com/listener for privacy information.

Here's what we got into today:Massive earnings week ahead: Big tech companies are dropping their quarterly results in the coming days, so we'll hear from Microsoft, Apple, Alphabet and Amazon. Other companies are reporting as well, but the bigger the market cap, the bigger the splash.Arc's new mobile app is a cool search concept: Best known for its desktop browser, The Browser Company has a new mobile app that could change how we search on the go.Reddit could target $5 billion valuation in its IPO: The number makes a lot of sense given what we know about Reddit's revenue history. More on that here.And in closing: Meta and Apple, what Garry said, and OpenAI vs. the EU.We have a packed week coming up, so check your favorite podcast app soon!For episode transcripts and more, head to Equity's Simplecast website.Equity drops at 7 a.m. PT every Monday, Wednesday and Friday, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. TechCrunch also has a great show on crypto, a show that interviews founders and more! Credits: Equity is hosted by Editor in Chief of TechCrunch+ Alex Wilhelm and TechCrunch Senior Reporter Mary Ann Azevedo. We are produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

Cruise suspended in California, UK's Online Safety Bill, Qualcomm Snapdragon X Elite Debate around self-driving car standards and implications after recent SF accident Controversy over Mark Andreessen's anti-regulation manifesto and risks of stifling progress Taxes paid by tech moguls vs. average people and Microsoft's $29B IRS bill Generational differences in tech use and changes in media landscape Bug bounty programs incentivizing ethical hacking, payouts by Intel and others Social media regulation and protecting children online with First Amendment restrictions UK online safety bill's provisions on child pornography and age verification Media junkets and ethical questions around lavish press events Qualcomm's plans for 30% faster ARM chip to compete with Apple silicon Quarterly earnings from Microsoft, Intel, Google, Meta, and Apple event preview Host: Leo Laporte Guests: Ryan Shrout, Larry Magid, and Alex Wilhelm Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: paloaltonetworks.com/ot-security-tco wix.com/studio?utm_campaign=pa_podcast_studio_10/ 23_TWiT%5Esponsors_cta GO.ACILEARNING.COM/TWIT

Microsoft's FY23 Q4, Zenbleed vulnerability, Nearby Share for Windows Microsoft Earnings Microsoft had another blockbuster quarter. What else is new? Fiscal quarter: a net income of $20.1 billion on revenues of $56.2 billion. Those figures represent year-over-year (YOY) gains of 20 percent and 8 percent, respectively. Intelligent Cloud was again Microsoft's biggest business unit, delivering $24 billion in revenues (up 15 percent YOY) on the strength of server and cloud services revenue growth of 17 percent. Azure and other cloud services grew 26 percent YOY, and Enterprise Mobility saw its installed base grow by 11 percent to over 256 million seats. Productivity and Business Processes was Microsoft's second-biggest business, with $18.3 billion in revenues, a gain of 10 percent YOY. Here, Microsoft reported that Office commercial revenue was up 12 percent, Office 365 commercial revenues were up 15 percent, and Office consumer revenues were up 3 percent. Microsoft 365 consumer subscribers grew 12 percent to 67 million customers. More Personal Computing once again brought up the rear, with $13.9 billion in revenues, a decline of 4 percent YOY. Windows revenues from PC makers declined 12 percent. Surface (and HoloLens, but really just Surface) revenues were down 20 percent YOY, as that product line continues to struggle. Gaming revenue overall was up 1 percent, with Xbox hardware revenues down 13 percent YOY and Xbox content and services revenues up 5 percent, "driven by growth in third-party content and Xbox Game Pass." AI Stuff Top AI companies agree to safeguards (just not for privacy). Microsoft opens up Bing Chat to users on Chrome and Safari. ChatGPT for Android is available in the U.S. to handle all your mobile AI needs. GitHub Copilot Chat is now available in Beta, stage one of the transition to GitHub Copilot X. Apple is rumored to be working on its own ChatGPT. Windows This just in: Preview cumulative update for 22H2 arrives a day late. Insider: Microsoft tests 23H2 features in the Beta channel. AMD to fix Zenbleed vulnerability. Microsoft could release a Surface Studio Laptop 2 this year. U.S. Army to test upgraded HoloLens soon. Activision Blizzard Paul looked at how the Activision Blizzard acquisition will impact its quarterly financials. Not much, actually. Chief regulators from the FTC and CMA have spoken a bit publicly about their mishandled Microsoft cases. Mirroring what happened with the CMA last week, the FTC ended an internal trial against Microsoft so the sides can reach a settlement. Xbox Microsoft starts rolling out YAHE (yet another home experience) Google Play Games for PC expands Blizzard is bringing key titles to Steam Tips and Picks Tip of the week: Clipchamp's hidden gems App pick of the week: Nearby Share for Windows RunAs Radio this week: Future of Integrated Communication with Bob Serr Brown liquor pick of the week: Bottles! Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT

Microsoft's FY23 Q4, Zenbleed vulnerability, Nearby Share for Windows Microsoft Earnings Microsoft had another blockbuster quarter. What else is new? Fiscal quarter: a net income of $20.1 billion on revenues of $56.2 billion. Those figures represent year-over-year (YOY) gains of 20 percent and 8 percent, respectively. Intelligent Cloud was again Microsoft's biggest business unit, delivering $24 billion in revenues (up 15 percent YOY) on the strength of server and cloud services revenue growth of 17 percent. Azure and other cloud services grew 26 percent YOY, and Enterprise Mobility saw its installed base grow by 11 percent to over 256 million seats. Productivity and Business Processes was Microsoft's second-biggest business, with $18.3 billion in revenues, a gain of 10 percent YOY. Here, Microsoft reported that Office commercial revenue was up 12 percent, Office 365 commercial revenues were up 15 percent, and Office consumer revenues were up 3 percent. Microsoft 365 consumer subscribers grew 12 percent to 67 million customers. More Personal Computing once again brought up the rear, with $13.9 billion in revenues, a decline of 4 percent YOY. Windows revenues from PC makers declined 12 percent. Surface (and HoloLens, but really just Surface) revenues were down 20 percent YOY, as that product line continues to struggle. Gaming revenue overall was up 1 percent, with Xbox hardware revenues down 13 percent YOY and Xbox content and services revenues up 5 percent, "driven by growth in third-party content and Xbox Game Pass." AI Stuff Top AI companies agree to safeguards (just not for privacy). Microsoft opens up Bing Chat to users on Chrome and Safari. ChatGPT for Android is available in the U.S. to handle all your mobile AI needs. GitHub Copilot Chat is now available in Beta, stage one of the transition to GitHub Copilot X. Apple is rumored to be working on its own ChatGPT. Windows This just in: Preview cumulative update for 22H2 arrives a day late. Insider: Microsoft tests 23H2 features in the Beta channel. AMD to fix Zenbleed vulnerability. Microsoft could release a Surface Studio Laptop 2 this year. U.S. Army to test upgraded HoloLens soon. Activision Blizzard Paul looked at how the Activision Blizzard acquisition will impact its quarterly financials. Not much, actually. Chief regulators from the FTC and CMA have spoken a bit publicly about their mishandled Microsoft cases. Mirroring what happened with the CMA last week, the FTC ended an internal trial against Microsoft so the sides can reach a settlement. Xbox Microsoft starts rolling out YAHE (yet another home experience) Google Play Games for PC expands Blizzard is bringing key titles to Steam Tips and Picks Tip of the week: Clipchamp's hidden gems App pick of the week: Nearby Share for Windows RunAs Radio this week: Future of Integrated Communication with Bob Serr Brown liquor pick of the week: Bottles! Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT

Microsoft's FY23 Q4, Zenbleed vulnerability, Nearby Share for Windows Microsoft Earnings Microsoft had another blockbuster quarter. What else is new? Fiscal quarter: a net income of $20.1 billion on revenues of $56.2 billion. Those figures represent year-over-year (YOY) gains of 20 percent and 8 percent, respectively. Intelligent Cloud was again Microsoft's biggest business unit, delivering $24 billion in revenues (up 15 percent YOY) on the strength of server and cloud services revenue growth of 17 percent. Azure and other cloud services grew 26 percent YOY, and Enterprise Mobility saw its installed base grow by 11 percent to over 256 million seats. Productivity and Business Processes was Microsoft's second-biggest business, with $18.3 billion in revenues, a gain of 10 percent YOY. Here, Microsoft reported that Office commercial revenue was up 12 percent, Office 365 commercial revenues were up 15 percent, and Office consumer revenues were up 3 percent. Microsoft 365 consumer subscribers grew 12 percent to 67 million customers. More Personal Computing once again brought up the rear, with $13.9 billion in revenues, a decline of 4 percent YOY. Windows revenues from PC makers declined 12 percent. Surface (and HoloLens, but really just Surface) revenues were down 20 percent YOY, as that product line continues to struggle. Gaming revenue overall was up 1 percent, with Xbox hardware revenues down 13 percent YOY and Xbox content and services revenues up 5 percent, "driven by growth in third-party content and Xbox Game Pass." AI Stuff Top AI companies agree to safeguards (just not for privacy). Microsoft opens up Bing Chat to users on Chrome and Safari. ChatGPT for Android is available in the U.S. to handle all your mobile AI needs. GitHub Copilot Chat is now available in Beta, stage one of the transition to GitHub Copilot X. Apple is rumored to be working on its own ChatGPT. Windows This just in: Preview cumulative update for 22H2 arrives a day late. Insider: Microsoft tests 23H2 features in the Beta channel. AMD to fix Zenbleed vulnerability. Microsoft could release a Surface Studio Laptop 2 this year. U.S. Army to test upgraded HoloLens soon. Activision Blizzard Paul looked at how the Activision Blizzard acquisition will impact its quarterly financials. Not much, actually. Chief regulators from the FTC and CMA have spoken a bit publicly about their mishandled Microsoft cases. Mirroring what happened with the CMA last week, the FTC ended an internal trial against Microsoft so the sides can reach a settlement. Xbox Microsoft starts rolling out YAHE (yet another home experience) Google Play Games for PC expands Blizzard is bringing key titles to Steam Tips and Picks Tip of the week: Clipchamp's hidden gems App pick of the week: Nearby Share for Windows RunAs Radio this week: Future of Integrated Communication with Bob Serr Brown liquor pick of the week: Bottles! Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT

Tip Fatigue in America, Another Rate Hike Looks Like a Sure Thing which might be the Last for a while, Briefing.com Strategist Patrick O'Hare Talks About the Current Market

Microsoft's FY23 Q4, Zenbleed vulnerability, Nearby Share for Windows Microsoft Earnings Microsoft had another blockbuster quarter. What else is new? Fiscal quarter: a net income of $20.1 billion on revenues of $56.2 billion. Those figures represent year-over-year (YOY) gains of 20 percent and 8 percent, respectively. Intelligent Cloud was again Microsoft's biggest business unit, delivering $24 billion in revenues (up 15 percent YOY) on the strength of server and cloud services revenue growth of 17 percent. Azure and other cloud services grew 26 percent YOY, and Enterprise Mobility saw its installed base grow by 11 percent to over 256 million seats. Productivity and Business Processes was Microsoft's second-biggest business, with $18.3 billion in revenues, a gain of 10 percent YOY. Here, Microsoft reported that Office commercial revenue was up 12 percent, Office 365 commercial revenues were up 15 percent, and Office consumer revenues were up 3 percent. Microsoft 365 consumer subscribers grew 12 percent to 67 million customers. More Personal Computing once again brought up the rear, with $13.9 billion in revenues, a decline of 4 percent YOY. Windows revenues from PC makers declined 12 percent. Surface (and HoloLens, but really just Surface) revenues were down 20 percent YOY, as that product line continues to struggle. Gaming revenue overall was up 1 percent, with Xbox hardware revenues down 13 percent YOY and Xbox content and services revenues up 5 percent, "driven by growth in third-party content and Xbox Game Pass." AI Stuff Top AI companies agree to safeguards (just not for privacy). Microsoft opens up Bing Chat to users on Chrome and Safari. ChatGPT for Android is available in the U.S. to handle all your mobile AI needs. GitHub Copilot Chat is now available in Beta, stage one of the transition to GitHub Copilot X. Apple is rumored to be working on its own ChatGPT. Windows This just in: Preview cumulative update for 22H2 arrives a day late. Insider: Microsoft tests 23H2 features in the Beta channel. AMD to fix Zenbleed vulnerability. Microsoft could release a Surface Studio Laptop 2 this year. U.S. Army to test upgraded HoloLens soon. Activision Blizzard Paul looked at how the Activision Blizzard acquisition will impact its quarterly financials. Not much, actually. Chief regulators from the FTC and CMA have spoken a bit publicly about their mishandled Microsoft cases. Mirroring what happened with the CMA last week, the FTC ended an internal trial against Microsoft so the sides can reach a settlement. Xbox Microsoft starts rolling out YAHE (yet another home experience) Google Play Games for PC expands Blizzard is bringing key titles to Steam Tips and Picks Tip of the week: Clipchamp's hidden gems App pick of the week: Nearby Share for Windows RunAs Radio this week: Future of Integrated Communication with Bob Serr Brown liquor pick of the week: Bottles! Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: GO.ACILEARNING.COM/TWIT

CMA blocks Activision Blizzard deal, FY23 Q3 earnings, Mad Dogs Hot Dogs Microsoft earnings Microsoft announced that it earned a net income of $18.3 billion on revenues of $52.9 billion for the quarter ending March 31. Those figures represent gains of 9 and 7 percent, respectively, year-over-year. Intelligent Cloud, the home of Azure and Server, was once again the software giant's biggest business, with $22.1 billion in revenues, up 16 percent YOY. Productivity and Business Processes, which houses Office, delivered $17.5 billion in revenues, up 11 percent YOY. Windows, Xbox, and Surface once again tripped over themselves, with $13.3 billion in revenues, down 9 percent. Analysis of Microsoft's F23Q3 Yet another AI theory: After years of 70 percent-ish growth in Azure revenues driving its stock price and market cap, Microsoft needed something exciting for Wall Street. (Azure grew "just" 27 percent in this quarter) Windows revenues from PC makers fell 28 percent in the quarter. Windows Commercial products and cloud services increased 14 percent YOY, "driven by strong renewal execution and an increase in agreements that carried higher in-period revenue recognition." Surface was a no-show: Devices revenues fell by 30 percent. Xbox: Xbox console sales and other hardware revenues fell 30 percent in the quarter while gaming revenue, overall, declined 4 percent and Xbox content and services revenue grew 3 percent. But revenue from Xbox subscriptions reached nearly $1 billion in the quarter. Teams: over 300 million MAUs. Microsoft 365: Office commercial revenue grew 13 percent in the quarter. Paid Office 365 commercial seats were up 11 percent YOY to 382 million. Office consumer revenues were up, sort of, by 1 percent, while the Microsoft 365 consumer user base grew 12 percent to 65.4 million. Windows 11 A new monthly preview update to think about Phone Link for iOS is now rolling out to everyone New Beta channel builds: new Live Caption languages Leak: Microsoft will bring (back) app labels and grouping to the Windows 11 Taskbar Microsoft 365 Microsoft rumored to unbundle Teams from Office to appease regulators Does Microsoft have an antitrust problem? Xbox UK CMA blocks Microsoft's acquisition of Activision Blizzard... because of cloud streaming?? Microsoft Flight Simulator has a new World Update Atari just acquired over 100 classic games from the 80s and 90s ASUS ROG Ally is a new Windows gaming handheld Tips and Picks Tip of the week: Bulk-install apps with Winget and Winstall App pick of the week: Google Authenticator On RunAs this week: Building your Data Analytics Team at SQLBits! Brown liquor pick of the week: Ohishi Whisky Sherry Cask Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: GO.ACILEARNING.COM/TWIT lookout.com kolide.com/ww

AI everywhere, Hive hacked, Microsoft earnings, To Leslie, @ElonJet Pluralistic: Tiktok's enshittification (21 Jan 2023). Inside CNET's AI-powered SEO money machine. If ChatGPT doesn't get a better grasp of facts, nothing else matters. Move over ChatGPT, Microsoft's new AI tool is helping developers code faster. ChatGPT is enabling script kiddies to write functional malware. OPWNAI: Cybercriminals starting to use ChatGPT. MusicLM: Generating Music From Text. Wolfram|Alpha as the Way to Bring Computational Knowledge Superpowers to ChatGPT. AI-powered "robot" lawyer won't argue in court after jail threats. More on Google and AI; OpenAI, Integration, and Microsoft – Stratechery by Ben Thompson. Meta's AI chief Yann LeCun calls ChatGPT "not particularly innovative". Inside Neeva, the ad-free, privacy-first search engine from ex-Googlers. US hacks back against Hive ransomware crew. Microsoft Revenue Up 2 Percent, but Profit Drops 12 Percent. GitHub: 100 million developers and counting. To Leslie' and the word-of-mouth campaign that got Andrea Riseborough an Oscar nomination. The flight tracker that powered @ElonJet has taken a left turn. Why Taylor Swift Is Using Facial Recognition at Concerts. James Dolan gives fiery interview defending facial recognition tech at MSG. AI makes Ariana Grande sing a Billie Eilish song. Host: Leo Laporte Guests: Harry McCracken, Tim Stevens, and Christina Warren Download or subscribe to this show at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: wwt.com/twit GO.ACILEARNING.COM/TWIT bitwarden.com/twit

Stocks ended the day relatively flat, with the Dow the only winner of the major averages, and Jim Cramer is sharing some bull markets he's spotted in this environment. First, could Levi's be coming back in style on the Wall Street fashion show after problems in the retail space? Cramer's talking to CEO Chip Bergh fresh off the company's earnings. Then, Cramer takes a deep dive into Microsoft's earning report and sharing his takeaways on what it means for the broader tech space. Plus, Cramer's one-on-one with Ritchie Bros. Auctioneers CEO Ann Fandozzi.