Podcasts about microsoft earnings

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We're joined by two special guests on this milestone episode. Please welcome Andy Pan (the only person who has previously co-hosted a show with us) and Greg Alderton, Virtual Economy's lead moderator! With 14,000 people laid off, studios shuttered, and projects abandoned, Amazon seems ready to give up on most or all of its gaming dreams. Also: EA earnings ride off into the sunset, Capcom posts a strong quarter, Remedy's in trouble, and Microsoft is inscrutable. Also: Sony responds to Tencent's request to dismiss the Light of Moritram lawsuit, Circana report on U.S. video game spending for September 2025, and Microsoft is a little too cozy with the U.S. government.  You can support Virtual Economy's growth via our Ko-Fi and also purchase Virtual Economy merchandise! TIME STAMPS [00:05:44] - Remembering Tomonobu Itagaki [00:10:32] - Episode 200 Celebration [00:34:14] - Circana Report on U.S. Video Game Spending for September 2025 [00:56:18] - Sony Responds to Tencent's Request to Dismiss Light of Moritram Lawsuit [01:06:57] - EA Earnings [01:17:51] - Capcom Earnings [01:27:49] - Remedy Earnings [01:43:45] - Microsoft Earnings [02:16:00] - Why Is Microsoft Allowing the U.S. Government to Use the Halo IP? SOURCES "I Told Him I Loved Him, Because I Do" - A Tribute To The Late Dead Or Alive Creator Tomonobu Itagaki | Time Extension SIE Opposition to Motion to Dismiss 4142-0511-3185 v.2 | United States District Court - Northern District of California Electronic Arts Reports Q2 FY2026 | EA EA and Stability AI partner to empower artists, designers, and developers | EA United Videogame Workers-CWA Statement on Proposed Electronic Arts Buyout | UVW-CWA Consolidated Results for the Six Months Ended June 30, 2025 | Capcom Inside information, profit warning: Remedy Entertainment Plc lowers operating profit (EBIT) outlook for 2025 and publishes preliminary Q3 key financial figures | Remedy Change of CEO in Remedy Entertainment Plc | Remedy Business Review - January - September 2025 | Remedy Earnings Release FY26 Q1 | Microsoft

Plus: The flurry of Silicon Valley companies trying to build AI data centers is flooding debt markets. And Charter Communications profits fell in the third-quarter as its home internet subscriber base weakens. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we covered more Google Search ranking volatility mid-week. Google Search Console launched query groups reports. Disney's sitelinks in Google Search seemed to have been hacked. Google reminded us about...

OpenAI vollendet Umstrukturierung mit neuer Ownership-Struktur und $250 Milliarden Azure-Verpflichtung. Sam Altman hält keine direkten Anteile. Microsoft Earnings zeigen OpenAI-Verluste von $11-13 Milliarden pro Quartal durch Equity-Accounting. Amazon überzeugt mit starker AWS-Beschleunigung und $125 Milliarden CapEx-Plan. Google durchbricht $100 Milliarden Quartalsumsatz mit starkem Cloud- und Search-Wachstum trotz ChatGPT. 650 Millionen monatliche Gemini-Nutzer. Meta enttäuscht Investoren trotz Rekordwachstum wegen massiver CapEx ohne Cloud-Geschäft zur Refinanzierung. Apple kündigt zweistelliges Wachstum mit iPhone 17 an. Cloudflare und Reddit überzeugen mit Wachstumsbeschleunigung. Trump Jr. profitiert von Pentagon-Drohnenauftrag an seine Drohnenfirma. Naomi Seibt beantragt US-Asyl wegen angeblicher politischer Verfolgung. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) OpenAI Microsoft Deal und IPO-Pläne (00:13:36) Microsoft Earnings (00:23:32) Amazon Earnings (00:38:46) Google Earnings (00:49:07) Meta Earnings (00:56:53) Apple Earnings (00:58:41) Cloudflare Earnings (01:03:27) Reddit Earnings (01:05:41) Trump Jr. Pentagon-Deal (01:07:55) Binance-Begnadigung (01:09:52) Naomi Seibt US-Asyl (01:16:11) Meta Porno-Vorwürfe Shownotes OpenAI bereitet IPO mit Bewertung von bis zu 1 Billion Dollar vor – reuters.com OpenAI-Umstrukturierung treibt Microsofts Bewertung über $4 Billionen – ft.com Trump Jr.-verbundene Drohnenfirma erhält Pentagon-Vertrag – ft.com Naomi Seibt: AfD-nahe Influencerin beantragt Asyl in den USA – spiegel.de Meta: Pornografie-Downloads für persönlichen Gebrauch, nicht KI-Training – mashable.com

Plus: Amazon shares jump after the bell due to higher earnings. And Chipotle stock falls after economic strains turn customers away. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Felix Lobrecht investiert mit anderen Prominenten in ein Padel Start-up. OpenAI beeindruckt mit einem Jahresumsatz von 12 Milliarden Dollar. Figma erlebt einen spektakulären Börsengang mit einem Aktienanstieg von 250% am ersten Handelstag. Amazons Aktienkurs leidet unter hohen KI-Investitionen, die das Gewinnwachstum bremsen. Microsofts Aktien steigen um 9% dank beeindruckender Quartalszahlen und einem Azure-Umsatz von 75 Milliarden Dollar. Meta-Aktien klettern nach starken Ergebnissen. Apple verzeichnet starke Gewinne, doch die Sorge um Zölle belastet die Investorenstimmung. Spotify erlebt den schlechtesten Tag seit zwei Jahren nach einer schwachen Prognose. Reddit überrascht mit einem Aktienanstieg von 20% dank übertroffener Quartalsprognosen. Elon Musk spendet nach dem Streit mit Trump 15-Millionen-Dollar an die Republikaner.  Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Tagesschau & Italien (00:12:10) Padel Startup  (00:21:25) OpenAI & Anthropic Umsatz  (00:30:40) Figma IPO (00:47:00) Spotify Earnings (00:55:30) Microsoft Earnings (01:04:50) Amazon Earnings (01:10:35) Apple Earnings (01:11:55) Meta Earnings (01:15:00) Roblox Earnings (01:16:10) Reddit Earnings (01:18:30) Cloudflare Earnings (01:20:50) Schmuddelecke Shownotes Padelsport: Felix Lobrecht wird Start-up-Investor – manager-magazin.de OpenAI erreicht 12 Milliarden Dollar Jahresumsatz – theinformation.com Anthropic Umsatz – theinformation.com Figma-Aktienkurs steigt um 250% bei IPO – wsj.com Amazon-Aktie fällt wegen KI-Ausgaben und Gewinnwachstum – ft.com Microsoft-Aktie steigt um 9% nach Gewinnbericht – cnbc.com Meta-Aktien steigen nach starken Ergebnissen; Zuckerberg plant 'Superintelligenz'-Ziele. – ft.com Apple: starke Gewinne, aber Sorgen wegen Zöllen – ft.com Roblox-Aktie steigt um 10% nach Umsatzplus und starkem Nutzerwachstum – cnbc.com Coinbase-Aktien fallen, enttäuschende Einnahmen im zweiten Quartal – cnbc.com Spotify fällt um 11% aufgrund schwacher Prognose – cnbc.com Reddit-Aktien steigen um bis zu 20% nach besserem Umsatz und Prognose im zweiten Quartal – cnbc.com Cloudflare übertrifft Gewinnerwartungen mit starkem Umsatz- und Kundenwachstum – siliconangle.com Elon Musk spendete Trump und der GOP $15M trotz Konflikt – politico.com Hawley will 600-Dollar-Rabattchecks. Wer besticht die Wähler? –  eu.usatoday.com Spahn: correctiv.org

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

Das Tesla Board sucht doch nicht nach Musks Nachfolger? Amazon dementiert Berichte über die geplante Anzeige von Zollgebühren neben Produktpreisen als rein hypothetisch. Trumps Zölle belasten die US-Wirtschaft erheblich und das BIP schrumpft zum ersten Mal seit drei Jahren. Google wagt mit personalisierten Sprachlernlektionen den Angriff auf Duolingo. Trotz höherem Quartalsumsatz bleibt die Unsicherheit über die zukünftige Werbenachfrage bei Snap bestehen. Ein KI-Anhänger, der alles aufzeichnet, was wir tragen. Meta und Spotify drängen auf Verantwortung der Tech-Giganten im Jugendschutz. X verliert in der EU Millionen von Nutzern. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠doppelgaenger.io/werbung⁠⁠. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Tesla CEO Nachfolge  (00:06:30) Trump Bezos Telefonat & US Wirtschaft schrumpft (00:10:50) Novo Nordisk Wegovy  (00:12:45 ) Meta AI App  (00:20:30) Google AI Sprachlern Tools  (00:26:20) Snapchat Earnings (00:28:45) Meta Earnings (00:31:15) Booking Earnings (00:32:45) Pendant  (00:37:20) Shein Temu Lieferungen Arbeitsbedingungen (00:42:30) Meta Spotify Lobbyarbeit Altersverifikation (00:44:00) Robinhood Earnings  (00:48:35) X Nutzer (00:50:45) Marc Andreessen VC Arbeitsplatzsicherheit (00:52:42) Google AI Mode Suchmaschine (00:54:45) Apple App Store Wettbewerb  (00:55:30) Amazon KI  (01:00:00) Microsoft Earnings (01:02:45) Reddit Earnings (01:04:35) Airbnb Earnings Shownotes Tesla-Vorstand sucht Musk Nachfolger – wsj.com Tesla-Vorstand dementiert WSJ – ft.com Trump rief Jeff Bezos wegen Bericht zu Zollkosten an – cnbc.com Amazon: Keine Preisaufschlüsselung für Zölle – fortune U.S.-Wirtschaft schrumpft um 0,3% – axios.com Novo Nordisk öffnet Wegovy für Telemedizin – cnbc.com Meta veröffentlicht KI-App  – techmeme.us14.list-manage.com Google startet KI-Tools für Sprachlernlektionen – techcrunch.com Dieser KI-Anhänger zeichnet alles auf – threads.com Shein US Restrukturierung – ft.com Schlafen in Lagerhäusern: Verborgene Kosten von Shein- und Temu-Lieferungen – theinformation.com Meta und Spotify drängen auf Weitergabe der Verantwortung für Altersüberprüfung – appleinsider.com X verliert 14,4 Millionen Nutzer in der EU – meedia.de Marc Andreessen: Ein Job bleibt größtenteils sicher vor KI: VC – gizmodo.com Bessent nennt Digitalsteuer als Streitpunkt in EU-Gesprächen – bloomberg.com Google integriert KI-Modus in die Suche – theverge.com Apple muss App Store für Wettbewerb öffnen – bloomberg.com Amazon zielt mit neuem KI-Coding-Service auf Cursor ab – theinformation.com Netzbremse – netzbremse.de

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)

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

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.

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

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