… In addition to an executive shuffle, Microsoft has only pushed further into AI in recent months, with the company reporting $54.5 billion in revenue from its cloud business, marking a 29 percent year-over-year increase. “We are focused on delivering cloud and AI infrastructure and solutions that em… …
… Google also announced huge Google Play changes following Epic Games’ litigation and appealed the ruling that found the company to be an illegal online search monopolist. Alphabet’s earnings beat revenue expectations, CNBC reports. …
… Microsoft CEO Satya Nadella reflected on the recent Xbox leadership changes and renewed focus on Windows in an earnings call, saying the company is making an effort to “win back fans across Windows, Xbox, Bing, and Edge.” Sharma also took to X to admit that “player and revenue growth has not yet me… …
… During this quarter, Netflix reported revenue of $12.25 billion, marking a 16.2 percent year-over-year increase. …
… Microsoft went ahead and added Call of Duty to Game Pass, but the removal of new entries in the franchise from the service is a clear indication that it was a mistake to add Activision’s big revenue driver into the subscription mix.
… With GitHub’s revenue now reporting into MCAPS and product work split into Microsoft’s Developer Division, some inside GitHub feel like there’s no leadership team anymore. “There’s basically no more GitHub at all anymore,” one GitHub employee told me last month. “It’s all Microsoft, and the company… …
… I wouldn’t expect any immediate price changes in the coming days, but it certainly seems that Sharma is aware of the Game Pass pricing issues and is getting ready to address them in the coming weeks.
… As the dust settled on the security changes at Microsoft we saw an even bigger departure. Former Microsoft Gaming CEO Phil Spencer announced he was retiring after nearly 40 years at the software giant. …
… But when you are in that industry, you know you have to read him because he is reporting on the inside story. He’s giving you access to information that you would not normally have access to and he does that with a high margin business. So yes, our revenue model is two-fold. …
… It may also limit revenue. An increase in the cost of construction and energy, a decrease in revenue, or both could make it much harder for Oracle to meet its lease and debt obligations, which are fixed. …