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Top 4 satya nadella News Today

#1
Microsoft Q2 earnings live — all the latest news as it happens
#1 out of 4
business1d ago

Microsoft Q2 earnings live — all the latest news as it happens

https://www.tomsguide.com/news/live/microsoft-q2-earnings-2026https://www.theverge.com/news/869493/microsoft-q2-2026-earnings-revenue-profits-windows-xbox-gaming-surface
Tomsguide.com and 1 more
  • Microsoft confirms a strong Q2 cloud performance, with Azure-led growth offsetting weakness in More Personal Computing as the company emphasises AI-driven momentum.
  • The Verge notes Azure and cloud services growth of 39% year over year, underscoring AI and cloud infrastructure as the main earnings driver.
  • Microsoft’s Maia 200 AI chip is introduced to support large-scale AI workloads, signaling continued in-house AI infrastructure investment.
  • Windows 11 reaches 1 billion users, helped by Windows 10 end-of-life dynamics, while hardware momentum in Surface devices remains cautious.
  • Gaming remains a headwind with Xbox hardware and overall gaming revenue declines, contrasted by continued growth in Office and LinkedIn segments.
  • AI revenue potential remains a focus, with no specific product numbers disclosed this quarter but continued emphasis on AI investments and cloud-driven profitability.
  • Intelligent Cloud outperformed other units, contributing about $32.9B in revenue and highlighting the shift away from More Personal Computing’s decline.
  • Commercial bookings surged, rising 230% year-over-year thanks to Azure commitments with OpenAI and Anthropic.
  • Microsoft 365 cloud services continued to grow, with consumer cloud up 29% and commercial cloud up 17%, underscoring steady productivity demand.
  • Microsoft’s cloud-first strategy is reinforced by strong surface-area growth in AI tooling and Copilot integrations across products, aligning with the new reference’s emphasis on cloud and AI synergy.
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#2
Windows 11 has reached 1 billion users faster than Windows 10
#2 out of 427.5K est. views
technology15h ago

Windows 11 has reached 1 billion users faster than Windows 10

https://www.theverge.com/news/869889/microsoft-windows-11-1-billion-usershttps://www.pcgamer.com/software/operating-systems/microsoft-says-windows-11-now-has-one-billion-users-up-45-percent-year-over-year-which-is-probably-no-surprise-after-windows-10-was-put-out-to-pasture/https://www.techradar.com/computing/windows/microsoft-tells-us-windows-11-has-hit-a-billion-users-and-if-youre-confused-because-you-thought-it-was-a-failing-os-heres-whats-going-on
Theverge.com and 2 more
  • Microsoft official data confirms Windows 11 has reached 1 billion active users, accelerating faster than Windows 10.
  • The billion-user milestone was achieved in 1,576 days, beating Windows 10's 1,706-day pace.
  • Analysts note tracking methods differ; Microsoft counts active devices, while web-analytics may show a different adoption picture.
  • The ranking reflects a broader holiday-quarter sales dynamic, with implied OEM and enterprise upgrades contributing to uptake.
  • End-of-support for Windows 10 is a key driver of Windows 11 adoption in both consumer and enterprise segments.
  • Industry observers cite Windows 11’s faster-than-expected pace as a meaningful shift in Microsoft's OS adoption trajectory.
  • Microsoft executives framed the milestone within ongoing earnings visibility, linking OS momentum to fiscal performance.
  • New reference material contextualizes the milestone as part of a resilient, evolving Windows platform—despite online negativity.
  • TechRadar’s summary emphasizes that the billion-user figure reflects a broad OS ecosystem resilience amid AI-related debates.
  • The synthesis of sources portrays Windows 11 as both a success in scale and a work-in-progress on foundational stability and user expectations.
  • The new reference underscores that Windows 11’s rapid adoption may be boosted by PC hardware cycles and business fleet upgrades ahead of 2026 price shifts.
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#3
The key things Wall Street is looking for in the Mag 7 reports after the bell
#3 out of 4562.0 est. views
business9h ago

The key things Wall Street is looking for in the Mag 7 reports after the bell

https://www.cnbc.com/2026/01/28/the-key-things-wall-street-is-looking-for-in-the-mag-7-reports-after-the-bell.html
Cnbc.com
  • Investors will focus on Meta's AI spending and advertising strength as it seeks growth amid AI competition.
  • Microsoft is expected to discuss Azure demand and Copilot integration amid rising AI competition.
  • Tesla's report will be scrutinized for progress on Robotaxi, FSD and Optimus plans.
  • Analysts expect Meta's ads to remain a key growth driver amid AI-related investments.
  • Analysts expect Microsoft to detail Azure's demand and Copilot's role in enterprise workflows.
  • Analysts see potential upside for Meta if AI hardware upgrades boost efficiency.
  • Analysts anticipate detailed AI spending plans from Meta to support growth.
  • Tesla's leaders are under pressure to show progress on Optimus and Robotaxi expansion.
  • The Mag 7 reports after the bell will shape sentiment on AI-driven growth prospects.
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#4
Meta and Microsoft both blew their data center budgets last quarter. Wall Street is only mad at one of them.
#4 out of 421.9K est. views
business7h ago

Meta and Microsoft both blew their data center budgets last quarter. Wall Street is only mad at one of them.

https://www.businessinsider.com/wall-street-reacts-microsoft-meta-capex-raise-2026-1
Businessinsider.com
  • Microsoft reported capex of $37.5 billion for the quarter, up 66% year over year, driven by GPUs and CPUs for AI workloads.
  • Meta projects capex of $115 billion to $135 billion in 2026 to fund AI infrastructure and the 'Meta SuperIntelligence Labs'.
  • Wall Street initially rewarded Meta with a stock rise, while Microsoft faced a notable after-hours drop following earnings.
  • Analysts cited ROI concerns as capex accelerates faster than expected for Microsoft, especially around OpenAI.
  • Microsoft emphasized cloud and AI demand as the main driver behind its capital expenditure growth.
  • Microsoft reported quarterly revenue of $81.3 billion, a year-over-year increase of 17%.
  • Meta delivered $55.9 billion in quarterly revenue and $200.1 billion for all of 2025.
  • Analysts note that AI data-center investments have risen sharply over the past two years, prompting scrutiny of ROI.
  • OpenAI stake and debt concerns loom as investors assess broader AI ecosystem financing.
  • Meta CFO Susan Li emphasized strong cash reserves to fund ongoing infrastructure investments in 2026.
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