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.
Not sticking up for Microsoft, but when you first setup a Windows machine, all those metrics toggled on like advertising and keyboard or handwriting usage, etc, I turn all 6 of those off. One in Windows I now uninstall Copilot and disable stuff like phone link, OneDrive, and pretty much every application from running at startup ( Adobe if needed, etc)
This is just for work, but I can usually get away with lower spec machines by curating what’s allowed to run by default.