Description
On this episode of Windows Weekly, the show has a new yet similar look (as Leo tries to read chyrons that may be a tad tiny). Microsoft announces its quarterly (and annual) financial results. They're doing OK. The company also expands on what it has done and will do, with Windows security in the wake of the CrowdStrike outage. Finally, Paul advises that the password manager in a browser isn't enough, as secure users need more capabilities like 2FA code generation, dark web monitoring, passkey storage, and more.
Earnings
Microsoft announces its quarterly (and annual) financial results. They're doing OK.
Microsoft's FY24: a net income of $88.1 billion on revenues of $245.1 billion, up 22 percent and 16 percent
Windows - Barely mentioned, another solid $10 billion+ in revenues, no gain from Copilot+ PC
Office - Solid growth, mostly commercial
Surface - Flush twice, it's a long way to New Mexico
Xbox - Problematic, propped up mostly by Activision, but there are huge costs there too
AI - Huge investments, Microsoft can afford it. $19 billion (!) in infrastructure costs in this quarter, and it's going up next year ... when/how does AI pay off?
Microsoft to give employees a one-time cash award on top of bonuses
TikTok was paying Microsoft $20 million per month through at least March for OpenAI on Azure, close to 25 percent of Microsoft's total revenues for that business
AMD revenues - the next NVIDIA?
Windows
Windows 11 versions 22H2/23H2 get theirs a few days late, features we saw in Release Preview a few weeks ago
Nothing for 24H2, but a new Release Preview build is almost certainly its equivalent, meaning we'll see these features in stable in August
All channels: Support for Android file system navigation in File Explorer
Beta channel (last week): Widgets is about to get third party feeds
It's not a dud, but the HP EliteBook Ultra doesn't measure up
Qualcomm and AMD have spoken, now Intel is delivering Lunar Lake on September 3
Microsoft 365 and AI
No more ads in Skype! Cue the Skype jokes from all the jerks
OpenAI announces SearchGPT, search features it will add later to ChatGPT - and just today, more natural advanced voice mode voices for ChapGPT
Apple ships some Apple Intelligence in Beta. it's pretty good! But it's also delayed to iOS 18.1 etc
Canva buys Leonardo for its AI
X (Twitter) is using your posts to train Grok (its AI). You can disable it. But these names all suck
Xbox
Xbox is getting new Discord and streaming features in a coming update
With Xbox in the toilet, some thoughts about gaming PCs to go
RIP, Xbox 360. We had a good run
Tips and Picks
Tip of the week: What to look for in a password manager
App pick of the week: Password managers - 1Password, Dashlane/Proton Pass, and Bitwarden
RunAs Radio this week: Microsoft Cloud PKI with Richard Hicks
Brown liquor pick of the week: Laird of the Fintry BSV Pipe Finish
Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell
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Edge's data trick, Outlook's AI Themes, .NET 9, and more!
Windows 11
The 24H2 quality issues continue, like a parade with no end.
Patch Tuesday arrives
Windows team says no Preview update in December... but what about November?
Reminder of the Canary build last week with Prism emulator...
Published 11/13/24
On Halloween, the last day of October, Microsoft delayed Recall again. It was supposed to preview in October, this is the third delay. No clear reason why. December now, supposedly. Plus, Paul gives an earnings recap that he didn't get to dive into much last week.
Windows
New 24H2 bug
More...
Published 11/06/24