WW 982: Don't Lick the Manta Rays - Breaking Down Microsoft's Earnings

About this episode

The episode discusses Microsoft's recent earnings report, AI investments, and updates on Windows 11 and Xbox.

Microsoft's earnings report went out last week, and the company spent a lot on AI in the quarter. Microsoft updates its customers on what it's done to address Windows 11 problems. And Xbox kills Copilot plans for the console. Microsoft Earnings Microsoft announced that it earned a net income of $31.8 billion on revenues of $82.9 billion in the previous quarter. Windows: 1.6 billion monthly active devices, a focus on quality after years of enshittification - but revenues from PC makers were down 2 percent YOY. Microsoft Edge "has taken share for 20 consecutive quarters," which isn't supported by the evidence. Bing "monthly active users reached one billion for the first time," raising questions about how Microsoft defines the term "user." Xbox: "The team is recommitting to our core fans and players, and shaping the future of play," new records for monthly active Xbox users and game streaming hours. AI: Capex spending in the quarter was $32 billion, down from previous quarter as previously described, but up 49 percent YOY. More earnings Apple, Google/Alphabet, and Amazon. AMD - Up because of AI datacenter. Qualcomm - Plus, Intel just hired…

Topics covered

• Microsoft earnings
• Windows 11 updates
• AI spending
• Xbox developments
• Bing user metrics
• Market analysis

Keywords

• Microsoft
• earnings report
• Windows 11
• AI
• Xbox
• Bing
• monthly active users
• market share
• Capex spending

Mentioned in this episode

Organizations: Microsoft, Windows, Xbox, Bing, Apple, Google/Alphabet, Amazon, AMD, Qualcomm, Intel

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