Microsoft’s Monopoly Hangover

There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.

Google’s Earnings, Google Cloud Growth?, Microsoft’s Milestone

Google had great earnings again, although the usual questions — and a new one, about Google Cloud — remain unanswered. Then, Microsoft returned to annual revenue growth, an impressive milestone in the company’s turnaround.