My biggest impressions from the article
Microsoft shares slid about 10% on Thursday following an earnings report that disappointed some investors, prompting the stock’s sharpest daily decline since March 2020.
Microsoft’s finance chief, Amy Hood, argued that the cloud result could have been higher if it had allocated more data center infrastructure to customers rather than prioritizing its in-house needs.
“If I had taken the GPUs that just came online in Q1 and Q2 in terms of GPUs and allocated them all to Azure, the KPI would have been over 40,” she said.
Analyst Ben Reitzes of Melius Research, with a buy rating on Microsoft stock, said during CNBC’s “Squawk on the Street” on Thursday that Microsoft should double down on data center construction.
“I think that there’s an execution issue here with Azure, where they need to literally stand up buildings a little faster,” he said.
LMAO, the analysts and C level execs are going to accelerate the fall of Micro$lop.
This would be great, but unfortunately would not make number go up. That is all they care about now.
I dunno. Windows 11 sales have been crap. People aren’t buying new machines due to it. Relaunch 12 as privacy focussed, AI enabled (but optional), and they could see a bounce. Double down on Office, keep a steady improvement on Azure, and see Xbox as a growth opportunity. Microsoft could avoid the AI slump
Notice how Apple have not jumped all in. They are anticipating the storm and are well prepared to weather it out
Wait until new computers quadruple in price because of data center demands, driven by idiotic AI initiatives nobody wants, and nobody buys new computers.
Apple did jump in but then backed out once it was clear their offering wasn’t even close to the competition. Remember their big push on Apple Intelligence and how most of the features they promised never materialised?
While the back-peddalling was embarrassing at the time, I agree that their cautious approach since will probably work out better than Microsoft going forward.
If I had to guess, at least in the past, Apple has typically listened to its engineers. Maybe not as well as like Valve.
The AirPower would like a word.
Fair.
Windows & Xbox are like 16% of M$'s revenue, they’re not that important to the company.
Exactly, both are under performing. New CEO should be fixing that
But they don’t give a shit about them, they cater to companies first and foremost.
Companies care about Windows for sure
They care that they’re running it.
Past that, they don’t care.
The reality is, and I say this with a heavy heart, that Crapple is ahead of everyone else in how to keep the money and stock prices moving in their favor. They ‘rent’ AI capabilities from OpenAI and Google and put their money where they always have, making new devices, some good developing and fucking over everyone in their walled garden. Microslop, on the other hand, has completely lost its north.
Full disclosure, I fucking hate Crapple almost as much as I hate Microslop, but they evidently know what they’re doing. How long they can keep their shit up is another conversation for another time.
They are running their own schemes as of right now.
Sorry you’re right, number MUST GO UP /s.
sigh.