As investors sold shares of Microsoft on Thursday, the $3.22 trillion company dragged down the software complex and the S&P 500 index.

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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.

  • Arghblarg@lemmy.caEnglish
    105·
    23 days ago

    Oh no. Anyway…

    Make Windows 7 again (or just use Linux), ditch AI, value your users. Sack the CEO. Pretty simple.

    • kek@discuss.tchncs.deEnglish
      32·
      23 days ago

      This would be great, but unfortunately would not make number go up. That is all they care about now.

      • Olap@lemmy.worldEnglish
        21·
        23 days ago

        I dunno. Windows 11 sales have been crap. People aren’t buying new machines due to it. Relaunch 12 as privacy focussed, AI enabled (but optional), and they could see a bounce. Double down on Office, keep a steady improvement on Azure, and see Xbox as a growth opportunity. Microsoft could avoid the AI slump

        Notice how Apple have not jumped all in. They are anticipating the storm and are well prepared to weather it out

        • Awesomejt@lemmy.worldEnglish
          131·
          23 days ago

          Apple did jump in but then backed out once it was clear their offering wasn’t even close to the competition. Remember their big push on Apple Intelligence and how most of the features they promised never materialised?

          While the back-peddalling was embarrassing at the time, I agree that their cautious approach since will probably work out better than Microsoft going forward.

    • Jesus_666@lemmy.worldEnglish
      17·
      23 days ago

      Or double down on AI. Then double down even harder.

      • Make the use of Copilot mandatory; simultaneously heavily monetize it to instantly turn the AI division into a profit center.
      • To that end release the successor to Windows 11, a cloud-only offering that replaces the taskbar with a Copilot instance which launches programs for the user. Downplay any accusations that the new Windows Live 365 With Copilot is just a rental Windows 11 with the taskbar hastily hacked out.
      • Don’t forget that Windows Live 365 With Copilot does not include a subscription for Copilot, which must be booked separately.
      • Get all of your customers to switch by immediately dropping support for all previous Windows versions, “migrating” their support windows over to Windows Live 365 With Copilot. Corporate customers, which have gone all-in on Azure, will need years to migrate off the Windows ecosystem, which means excellent short-term revenue.
      • Make sure that Windows Live 365 With Copilot can only save to OneDrive to make it maximally hard for those customers to get their data out.
      • Hope that the current world order disintegrates before the massive exodus of customers ruins the company.
      • Whether or not it does, turn off your business phone and spend the next five years doing massive amounts of cocaine on a private island in the South Pacific.
    • anomnom@sh.itjust.worksEnglish
      3·
      23 days ago

      I wonder how well a project to secure windows 7 and provide 3rd party security patches would do financially. Whichever country grows the balls to ignore the DMCA could do it and make a lot of people happy.

      • Taldan@lemmy.worldEnglish
        6·
        23 days ago

        Very few people would use it. You’d have all the issues of Linux where very little is made for the OS, so community made ports would be the only way to get things running. Those downsides are counteracted by the upside of Windows… which is what?

        • anomnom@sh.itjust.worksEnglish
          1·
          22 days ago

          DirectX I guess. I don’t know I haven’t owned a windows box since 2006 or so, and I found that one literally in someone’s trash. Still had their wedding photos on it and everything.

        • ILikeBoobies@lemmy.caEnglish
          42·
          23 days ago

          Both because of Metro, unless there’s a back port to 7 there’s no reason to use 7.

          • TBi@lemmy.worldEnglish
            2·
            22 days ago

            I remember 8 being a cluster fuck. But 8.1 was ok.

            I had a windows phone at the time. Those were great.