<p>We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.<p>26H1!</p><ul> <li>Now confirmed by the release notes of a Windows Update</li> <li>And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2)</li> <li>Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone</li></ul> <p>More Windows 11</p><ul> <li>Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash</li> <li>October Preview Update screwed up Task Manager a little bit</li> <li>Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above)</li> <li>Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager</li> <li>Microsoft Store gets a bulk installer but only on the web</li></ul> <p>Earnings learnings</p><ul> <li>Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY</li> <li>Productivity and Business Processes revenues up 17 percent YOY to $33 billion</li> <li>Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY</li> <li>More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY.</li> <li>CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports</li> <li>Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about</li> <li>This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too</li> <li>AMD: 36 percent revenue growth isn't enough for Wall Street</li> <li>Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues</li> <li>Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS</li> <li>Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever</li></ul> <p>AI, antitrust, & dev</p><ul> <li>Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate</li> <li>Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter</li> <li>Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS</li> <li>.NET 10 to launch next week at .NET Conf 2025</li></ul> <p>Xbox & games</p><ul> <li>Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *)</li> <li>Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more</li> <li>Nintendo Switch 2 is off to a blockbuster first year with</li></ul> <p>T</p></p> <p>These show notes have been truncated due to length. For the full show notes, visit <a href="https://twit.tv/shows/windows-weekly/episodes/957">https://twit.tv/shows/windows-weekly/episodes/957</a></p> <p><strong>Hosts:</strong> <a href="https://twit.tv/people/leo-laporte">Leo Laporte</a>, <a href="https://twit.tv/people/paul-thurrott">Paul Thurrott</a>, and <a href="https://twit.tv/people/richard-campbell">Richard Campbell</a></p> <p><strong>Sponsors:</strong><ul> <li><a href="http://helixsleep.com/windows" target="_blank" rel="sponsored">helixsleep.com/windows</a></li> <li><a href="http://framer.com/design" target="_blank" rel="sponsored">framer.com/design promo code WW</a></li> <li><a href="http://1password.com/windowsweekly" target="_blank" rel="sponsored">1password.com/windowsweekly</a></li> <li><a href="https://auraframes.com/ink?utm_source=podcast&utm_medium=audio&utm_campaign=windowsweeklytwit" target="_blank" rel="sponsored">auraframes.com/ink</a></li> </ul></p>
Source: https://twit.tv/shows/windows-weekly/episodes/957
Published: 2025-11-05 11:32:03