<p>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.</p> <p>Microsoft Earnings Overview</p><ul> <li>Not much going on with client-side products and services, so a focus on AI</li> <li>Productivity and Business Processes: $29.4 billion in revenues, up 14 percent YOY. This was 42.2 percent of Microsoft's earnings</li> <li>Intelligent Cloud: $25.5 billion in revenues, up 19 percent YOY. This was 36.6 percent of Microsoft's earnings</li> <li>More Personal Computing: $14.7 billion, unchanged from the year-ago quarter. (Literally flat YOY.) This was 21.1 percent of Microsoft's earnings</li> <li> </li></ul> <p>Windows</p><ul> <li>Microsoft testing AI-powered search in Windows 11 Dev</li> <li>New Canary build- Windows Midi Services preview, OneDrive resume, File Explorer folder resume</li> <li>Microsoft is experimenting with new Windows 11 UIs</li> <li>Microsoft Edge text rendering comes to all Chromium web browsers on Windows - That only took a few years</li> <li>Microsoft explains deprecation after using the term for decades</li></ul> <p>AI</p><ul> <li>Week 2 of submitting to our new Chinese overlords</li> <li>Gemini catapults into the lead for a few days as Gemini 2.0 becomes broadly available</li> <li>Inspired by DeepSeek, OpenAI releases reasoning model to free ChatGPT</li> <li>This comes after Microsoft added it to Copilot</li> <li>Reasoning vs. traditional models</li> <li>Also, DeepSeek R1 is on Azure AI Foundry and GitHub</li> <li>Sam Altman discusses DeepSeek, more</li> <li>OpenAI offers up an AI research assistant</li></ul> <p>More Earnings (Lightning Round)</p><ul> <li>Intel - $14.3 billion in revenues, down 7 percent</li> <li>AMD: Revenues up 24 percent, market share gains on Intel</li> <li>Apple - Record $124.2 billion in revenues, up 4 percent</li> <li>Alphabet/Google: Revenues at $96.47 billion, up 12 percent - CapEx expenditures closing in on MSFT</li> <li>Samsung - Revenues up 12 percent to $52.2 billion</li> <li>Spotify is profitable for full year for the first time</li></ul> <p>Microsoft 365</p><ul> <li>Designer makes its way to Photos (Windows) and Microsoft 365 Copilot app (mobile)</li> <li>Microsoft is removing the VPN from Microsoft 365 Family and Personal</li> <li>Outlook for Mac to get email recall feature</li></ul> <p>Xbox</p><ul> <li><em>Starfield </em>is coming to Game Pass Standard this month, more Game Pass titles</li> <li><em>Forza Horizon 5</em> is coming to PS5</li> <li>Two <em>Age of Empires</em> titles are coming to PS5</li> <li>Remember that Microsoft partnership with Start.gg? Me neither</li> <li>Nintendo revenues, Switch sales fall more than expected, will no longer beat DS this fiscal year</li></ul> <p>Tips and Picks</p><ul> <li>Tip of the week: It's time for an online account audit</li> <li>App pick of the week: Another week of big browser update</li> <li>RunAs Radio this week: Entra ID Protection with Corissa Koopmans</li> <li>Margarita of the week: 2 oz white tequila, 1.5 oz Triple Sec, 1 oz fresh lime juice.</li></ul> <p><strong>Hosts:</strong> <a href="https://twit.tv/people/leo-laporte">Leo Laporte</a> and <a href="https://twit.tv/people/paul-thurrott">Paul Thurrott</a></p> <p>Download or subscribe to <em>Windows Weekly</em> at <a href="https://twit.tv/shows/windows-weekly">https://twit.tv/shows/windows-weekly</a></p> <p>Check out Paul's blog at <a href="https://www.thurrott.com/" target="_blank">thurrott.com</a></p> <p>The <em>Windows Weekly</em> theme music is courtesy of <a href="https://twitter.com/carlfranklin" target="_blank">Carl Franklin</a>.</p> <p><strong>Join Club TWiT for Ad-Free Podcasts!</strong><br /> Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: <a href="https://twit.tv/clubtwit" rel="payment">https://twit.tv/clubtwit</a></p> <p><strong>Sponsors:</strong><ul> <li><a href="http://zscaler.com/security" target="_blank" rel="sponsored">zscaler.com/security</a></li> <li><a href="http://1password.com/windowsweekly" target="_blank" rel="sponsored">1password.com/windowsweekly</a></li> <li><a href="http://uscloud.com" target="_blank" rel="sponsored">uscloud.com</a></li> </ul></p>
Source: https://twit.tv/shows/windows-weekly/episodes/918
Published: 2025-02-05 12:20:13