Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Microsoft (eventually) selling a phone that runs Android is not particularly meaningful in terms of its impact financially but is a totem of a major shift culturally.
The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
Satya Nadella sketched a new vision at Microsoft Build, but the company has yet to replace the Windows engine. Then, Microsoft (likely) compromises to get iTunes into the Windows Store.
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
Microsoft’s hardware event was very compelling on multiple levels: what it said about Windows, what it said about Microsoft, and what it said about Satya Nadella.
Good morning, Today’s update is all about Microsoft’s myriad of announcements yesterday. I think it makes the most sense to think of the event, billed as being about Windows 10, in three parts: Part 1 was the overview of Windows 10, including the vision underlying the operating system, demos of specific functionality, as well asReading […]