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corvad 5 hours ago [-]
> Windows OEM and Devices revenue decreased 7%; XBOX content and services revenue decreased 10%; Search advertising revenue excluding traffic acquisition costs increased 10% (up 9% in constant currency)
This part is concerning though.
voidfunc 5 hours ago [-]
Somewhat, but not totally unexpected:
1. Xbox is a known mess right now. Probably 2 or 3 years before it is sorted out or spun off as its own venture.
2. Windows devices are bread and butter of enterprises and I suspect most companies are holding off on hardware refreshes due to costs.
3. No idea about the search thing.
corvad 5 hours ago [-]
On 3. Maybe copilot is replacing tasks that Bing previously had? Just a thought as they are two separate products compared to Google's more integrated Gemini in search and the other way around.
sieabahlpark 2 hours ago [-]
[dead]
corvad 6 hours ago [-]
> This year, Azure revenue surpassed $100 billion for the first time
Not unexpected but still crazy to see. It's a great time to be a hyper scaler.
This part is concerning though.
1. Xbox is a known mess right now. Probably 2 or 3 years before it is sorted out or spun off as its own venture.
2. Windows devices are bread and butter of enterprises and I suspect most companies are holding off on hardware refreshes due to costs.
3. No idea about the search thing.
Not unexpected but still crazy to see. It's a great time to be a hyper scaler.