February 05, 2025

Windows Weekly 918: Casa Chaos

2 hours 46 minutes

Microsoft reported that it earned a net income of $24.1 billion on revenues of $69.6 billion in the quarter ending December 31, the second quarter of its fiscal 2025. Those figures represent gains of 10 percent and 12 percent year-over-year (YOY), respectively.

Microsoft Earnings Overview

Not much going on with client-side products and services, so a focus on AI

Productivity and Business Processes: $29.4 billion in revenues, up 14 percent YOY. This was 42.2 percent of Microsoft's earnings

Intelligent Cloud: $25.5 billion in revenues, up 19 percent YOY. This was 36.6 percent of Microsoft's earnings

More Personal Computing: $14.7 billion, unchanged from the year-ago quarter. (Literally flat YOY.) This was 21.1 percent of Microsoft's earnings

Windows

Microsoft testing AI-powered search in Windows 11 Dev

New Canary build- Windows Midi Services preview, OneDrive resume, File Explorer folder resume

Microsoft is experimenting with new Windows 11 UIs

Microsoft Edge text rendering comes to all Chromium web browsers on Windows - That only took a few years

Microsoft explains deprecation after using the term for decades

Week 2 of submitting to our new Chinese overlords

Gemini catapults into the lead for a few days as Gemini 2.0 becomes broadly available

Inspired by DeepSeek, OpenAI releases reasoning model to free ChatGPT

This comes after Microsoft added it to Copilot

Reasoning vs. traditional models

Also, DeepSeek R1 is on Azure AI Foundry and GitHub

Sam Altman discusses DeepSeek, more

OpenAI offers up an AI research assistant

More Earnings (Lightning Round)

Intel - $14.3 billion in revenues, down 7 percent

AMD: Revenues up 24 percent, market share gains on Intel

Apple - Record $124.2 billion in revenues, up 4 percent

Alphabet/Google: Revenues at $96.47 billion, up 12 percent - CapEx expenditures closing in on MSFT

Samsung - Revenues up 12 percent to $52.2 billion

Spotify is profitable for full year for the first time

Microsoft 365

Designer makes its way to Photos (Windows) and Microsoft 365 Copilot app (mobile)

Microsoft is removing the VPN from Microsoft 365 Family and Personal

Outlook for Mac to get email recall feature

Xbox

Starfield is coming to Game Pass Standard this month, more Game Pass titles

Forza Horizon 5 is coming to PS5

Two Age of Empires titles are coming to PS5

Remember that Microsoft partnership with Start.gg? Me neither

Nintendo revenues, Switch sales fall more than expected, will no longer beat DS this fiscal year

Tips and Picks

Tip of the week: It's time for an online account audit

App pick of the week: Another week of big browser update

RunAs Radio this week: Entra ID Protection with Corissa Koopmans

Margarita of the week: 2 oz white tequila, 1.5 oz Triple Sec, 1 oz fresh lime juice.

Hosts: Leo Laporte and Paul Thurrott

Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly

Check out Paul's blog at thurrott.com

The Windows Weekly theme music is courtesy of Carl Franklin.

Join Club TWiT for Ad-Free Podcasts!

Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit

Sponsors:

zscaler.com/security

1password.com/windowsweekly

uscloud.com

...more

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By TWiT

3.6

1616 ratings

February 05, 2025

Windows Weekly 918: Casa Chaos

2 hours 46 minutes

Microsoft Earnings Overview

Not much going on with client-side products and services, so a focus on AI

Productivity and Business Processes: $29.4 billion in revenues, up 14 percent YOY. This was 42.2 percent of Microsoft's earnings

Intelligent Cloud: $25.5 billion in revenues, up 19 percent YOY. This was 36.6 percent of Microsoft's earnings

More Personal Computing: $14.7 billion, unchanged from the year-ago quarter. (Literally flat YOY.) This was 21.1 percent of Microsoft's earnings

Windows

Microsoft testing AI-powered search in Windows 11 Dev

New Canary build- Windows Midi Services preview, OneDrive resume, File Explorer folder resume

Microsoft is experimenting with new Windows 11 UIs

Microsoft Edge text rendering comes to all Chromium web browsers on Windows - That only took a few years

Microsoft explains deprecation after using the term for decades

Week 2 of submitting to our new Chinese overlords

Gemini catapults into the lead for a few days as Gemini 2.0 becomes broadly available

Inspired by DeepSeek, OpenAI releases reasoning model to free ChatGPT

This comes after Microsoft added it to Copilot

Reasoning vs. traditional models

Also, DeepSeek R1 is on Azure AI Foundry and GitHub

Sam Altman discusses DeepSeek, more

OpenAI offers up an AI research assistant

More Earnings (Lightning Round)

Intel - $14.3 billion in revenues, down 7 percent

AMD: Revenues up 24 percent, market share gains on Intel

Apple - Record $124.2 billion in revenues, up 4 percent

Alphabet/Google: Revenues at $96.47 billion, up 12 percent - CapEx expenditures closing in on MSFT

Samsung - Revenues up 12 percent to $52.2 billion

Spotify is profitable for full year for the first time

Microsoft 365

Designer makes its way to Photos (Windows) and Microsoft 365 Copilot app (mobile)

Microsoft is removing the VPN from Microsoft 365 Family and Personal

Outlook for Mac to get email recall feature

Xbox

Starfield is coming to Game Pass Standard this month, more Game Pass titles

Forza Horizon 5 is coming to PS5

Two Age of Empires titles are coming to PS5

Remember that Microsoft partnership with Start.gg? Me neither

Nintendo revenues, Switch sales fall more than expected, will no longer beat DS this fiscal year

Tips and Picks

Tip of the week: It's time for an online account audit

App pick of the week: Another week of big browser update

RunAs Radio this week: Entra ID Protection with Corissa Koopmans

Margarita of the week: 2 oz white tequila, 1.5 oz Triple Sec, 1 oz fresh lime juice.

Hosts: Leo Laporte and Paul Thurrott

Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly

Check out Paul's blog at thurrott.com

The Windows Weekly theme music is courtesy of Carl Franklin.

Join Club TWiT for Ad-Free Podcasts!

Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit

Sponsors:

zscaler.com/security

1password.com/windowsweekly

uscloud.com

...more

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