August 06, 2025

Windows Weekly 944: Shakin' the Treats

2 hours 33 minutes

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

...more

View all episodes

By TWiT

4.3

352352 ratings

August 06, 2025

Windows Weekly 944: Shakin' the Treats

2 hours 33 minutes

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

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

...more

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