6 ms·

Microsoft FY26 Q4 Earnings

• corvad 2mo ago
  > This year, Azure revenue surpassed $100 billion for the first time Not unexpected but still crazy to see. It's a great time to be a hyper scaler.
  • deleted 2mo ago
    [deleted]
• corvad 2mo ago
  > Windows OEM and Devices revenue decreased 7%; XBOX content and services revenue decreased 10%; Search advertising revenue excluding traffic acquisition costs increased 10% (up 9% in constant currency) This part is concerning though.
  • voidfunc 2mo ago
    Somewhat, but not totally unexpected: 1. Xbox is a known mess right now. Probably 2 or 3 years before it is sorted out or spun off as its own venture. 2. Windows devices are bread and butter of enterprises and I suspect most companies are holding off on hardware refreshes due to costs. 3. No idea about the search thing.
    • corvad 2mo ago
      On 3. Maybe copilot is replacing tasks that Bing previously had? Just a thought as they are two separate products compared to Google's more integrated Gemini in search and the other way around.
    • vrighter 2mo ago
      my workplace just gave me a new laptop. It has a slightly faster cpu, the same 16gb of ram I always had, no fingerprint reader, no card reader. One less usb-c port as well as one less normal usb port. Apart from the CPU, everything else is unchanged or a downgrade. But it has a copilot key!
  • sieabahlpark 2mo ago
    [dead]