Newsletter Archives

• The Windows 11 disconnect

  Posted on May 6, 2024 at 02:42 CDT by Susan Bradley • Comment in the Forums

  PATCH WATCH

  

  By Susan Bradley

  Despite my being a CPA, earnings calls are not usually a part of my technology coverage for Patch Watch.

  I’m making an exception. I read the transcript of the Microsoft Fiscal Year 2024 Third Quarter Earnings Conference Call and found myself concerned with CEO Satya Nadella’s remarks. In the call, Nadella addressed recent problems Microsoft had encountered with security — from the company itself being hacked due to its own lack of attention to OAuth, to attackers breaking through using various other means.

  Read the full story in our Plus Newsletter (21.19.0, 2024-05-06).

  Patch Watch KB5036979, KB5036980, Microsoft, Microsoft earnings, Newsletters, OAuth, Patch Lady Posts, Windows 11 24H2

• A short note on Microsoft earnings

  Posted on October 25, 2019 at 10:53 CDT by woody • Comment in the Forums

  I don’t dig into Microsoft earnings statements anymore. Paul Thurrott sums up the reason nicely:

  Microsoft is eager for investors to believe that it’s the equal of Amazon AWS in the cloud, so it engages in a little bit of semantic trickery by inventing a non-business called Commercial Cloud that includes a revolving cherry-picked selection of products and services that put its own efforts in a good light.

  That’s precisely what’s happened. You can no more compare “cloud revenue” (whatever that means) from year-to-year or quarter-to-quarter than you can compare the number of bugs on your windshield. Amy Hood once again demonstrates her considerable, enviable magic.

  Suffice it to say that Microsoft made a heap of money, that Office subscriptions are raking it in, that Azure is receiving the lion’s share of the publicity, AI (whatever that means) is everybody’s dahlin’, and that Windows is still a small lump of coal in an undifferentiated, increasingly forgotten corner.

  Microsoft News Microsoft earnings

• Windows earning report

  Posted on January 26, 2013 at 23:00 CST by woody • Comment in the Forums

  … a work of smoke and mirrors.

  InfoWorld Tech Watch.

  Microsoft News Microsoft earnings, Windows 8 sales