this post was submitted on 30 Jan 2026
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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.

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[–] Arghblarg@lemmy.ca 144 points 23 hours ago (5 children)

Oh no. Anyway...

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

[–] Jesus_666@lemmy.world 21 points 18 hours ago (2 children)

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.
[–] Dayroom7485@lemmy.world 6 points 17 hours ago

A business plan to rally the crowds behind 💸

[–] wibble@reddthat.com 1 points 16 hours ago

Solid business plan. Would implement

[–] kek@discuss.tchncs.de 55 points 23 hours ago (2 children)

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

[–] Olap@lemmy.world 35 points 22 hours ago (6 children)

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

[–] BarneyPiccolo@lemmy.today 11 points 19 hours ago

Windows 11 sales have been crap. People aren't buying new machines due to it.

Wait until new computers quadruple in price because of data center demands, driven by idiotic AI initiatives nobody wants, and nobody buys new computers.

[–] Awesomejt@lemmy.world 17 points 21 hours ago (1 children)

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.

[–] peopleproblems@lemmy.world 10 points 19 hours ago (1 children)

If I had to guess, at least in the past, Apple has typically listened to its engineers. Maybe not as well as like Valve.

[–] W98BSoD@lemmy.dbzer0.com 6 points 16 hours ago (1 children)

If I had to guess, at least in the past, Apple has typically listened to its engineers.

The AirPower would like a word.

[–] Deceptichum@quokk.au 18 points 22 hours ago (2 children)

Windows & Xbox are like 16% of M$'s revenue, they're not that important to the company.

[–] RamRabbit@lemmy.world 2 points 11 hours ago* (last edited 11 hours ago)

Windows is a core driver of many of the other services. Linux certainly isn't pushing OneDrive ads and Copilot ads like Windows is.

Hell, Microsoft doesn't even make a OneDrive Linux GUI for some reason; their share on Linux is probably trash. The more people switch, the more those customers move to Dropbox and other services that actually make a product.

[–] Olap@lemmy.world 9 points 22 hours ago (1 children)

Exactly, both are under performing. New CEO should be fixing that

[–] Deceptichum@quokk.au 12 points 22 hours ago (1 children)

But they don't give a shit about them, they cater to companies first and foremost.

[–] Olap@lemmy.world 7 points 21 hours ago (1 children)

Companies care about Windows for sure

[–] W98BSoD@lemmy.dbzer0.com 2 points 17 hours ago

They care that they’re running it.

Past that, they don’t care.

[–] datavoid@sh.itjust.works 1 points 12 hours ago

Wtf is Office?

Oh, you must mean Microsoft Copilot App

[–] jjlinux@lemmy.zip 4 points 19 hours ago

The reality is, and I say this with a heavy heart, that Crapple is ahead of everyone else in how to keep the money and stock prices moving in their favor. They 'rent' AI capabilities from OpenAI and Google and put their money where they always have, making new devices, some good developing and fucking over everyone in their walled garden. Microslop, on the other hand, has completely lost its north.

Full disclosure, I fucking hate Crapple almost as much as I hate Microslop, but they evidently know what they're doing. How long they can keep their shit up is another conversation for another time.

[–] Tollana1234567@lemmy.today 2 points 21 hours ago

They are running their own schemes as of right now.

[–] Arghblarg@lemmy.ca 9 points 23 hours ago

Sorry you're right, number MUST GO UP /s.

sigh.

[–] Deceptichum@quokk.au 27 points 22 hours ago (1 children)

Their core users are corporations, not personal households.

[–] rustydrd@sh.itjust.works 5 points 18 hours ago* (last edited 18 hours ago)

Depends on your definition of "users". If "user" means "source of personal information to train AI models" then households absolutely are users. I guess we're entering a world where different users do different things for a company like Microsoft: Corporations buy licenses for OS and software, households and individuals provide data to train the AI models that permeate it all.

[–] anomnom@sh.itjust.works 3 points 18 hours ago (1 children)

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.world 5 points 17 hours ago (1 children)

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.works 1 points 6 hours 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.ca -4 points 18 hours ago (1 children)
[–] TBi@lemmy.world 9 points 18 hours ago (1 children)
[–] ILikeBoobies@lemmy.ca 3 points 18 hours ago* (last edited 17 hours ago) (1 children)

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

[–] TBi@lemmy.world 1 points 15 hours ago

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

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