Leo, Richard, and Paul discuss Microsoft’s earnings, AMD revenues, Windows, Copilot+ PC, a laptop that can play games, Microsoft 365, Xbox, and much more.
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Microsoft earnings
Microsoft announces its quarterly (and annual) financial results. They’re doing OK.
- Microsoft’s Q4 FY24: a net income of $22 billion on revenues of $64.7 billion, up 10 and 15 percent
- Microsoft’s FY24: a net income of $88.1 billion on revenues of $245.1 billion, up 22 percent and 16 percent
Analysis:
- Windows – Barely mentioned, another solid $10 billion+ in revenues, no gain from Copilot+ PC
- Office – Solid growth, mostly commercial
- Surface – Flush twice, it’s a long way to New Mexico
- Xbox – Problematic, propped up mostly by Activision, but there are huge costs there too
- AI – Huge investments, Microsoft can afford it. $19 billion (!) in infrastructure costs in this quarter, and it’s going up next year … when/how does AI pay off?
Related: Microsoft to give employees a one-time cash award on top of bonuses
Related: TikTok was paying Microsoft $20 million per month through at least March for OpenAI on Azure, close to 25 percent of Microsoft’s total revenues for that business
Semi-related: AMD revenues – the next Nvidia?
Windows
Microsoft expands on what it has done, and will do, with Windows security in wake of CrowdStrike outage
What happened to last week’s Preview Updates?
More Windows Insider
- All channels: Support for Android file system navigation in File Explorer
- Beta channel (last week): Widgets is about to get third party feeds
Copilot+ PC
Qualcomm and AMD have spoken, now Intel is delivering Lunar Lake on September 3
Microsoft 365 and AI
No more ads in Skype! Cue the Skype jokes from all the jerks
OpenAI announces SearchGPT, search features it will add later to ChatGPT – and just today, more natural advanced voice mode voices for ChapGPT
Canva buys Leonardo for its AI
Apple ships some Apple Intelligence in Beta … it’s pretty good! But it’s also delayed to iOS 18.1 etc.
X (Twitter) is using your posts to train Grok (its AI). You can disable it. But these names all suck.
Xbox
Xbox is getting new Discord and streaming features in a coming update
With Xbox in the toilet, some thoughts about gaming PCs to go
RIP, Xbox 360. We had a good run
Tips and picks
Tip of the week: What to look for in a password manager
That password manager in your browser isn’t enough. You need more, and you need to not make the same mistake everyone makes
- Can generate 2FA codes
- Store passkeys, making them portable
- Dark Web monitoring
- Alert you to accounts you can better protect with 2FA and/or passkeys
- Be passwordless itself
App pick of the week: Password managers
- 1Password
- Dashlane/Proton Pass
- Bitwarden
RunAs Radio this week: Microsoft Cloud PKI with Richard Hicks
https://runasradio.com/Shows/Show/943
Brown liquor pick of the week: Laird of the Fintry BSV Pipe Finish
https://okanaganspirits.com/products/whisky/single-malt/laird-of-fintry-bsv-pipe-whisky/