Results

Insights News
October 30, 2024

Microsoft Q1 strong, Azure revenue growth 33%

Data to Decisions
Microsoft reported better-than-expected first quarter earnings as commercial cloud revenue was up 22% and Azure grew 33% from a year ago. ...
Larry Dignan
Analyst Blog
September 23, 2024

An Origin Story

Data to Decisions
lt;pgt;Whichever way you look at it, digital certainty and safety increasingly depend on knowing the story behind the data. lt;/pgt; ...
Steve Wilson
Insights News
September 16, 2024

Microsoft outlines Copilot agents for enterprises

Data to Decisions
Microsoft said Copilot agents are generally available in a move that provides enterprises agentic AI to automate business processes while preserving that Copilot brand it's known f...
Larry Dignan
Insights News
August 8, 2024

Palantir to deploy platforms on Microsoft Azure

Data to Decisions
Palantir Technologies said it will deploy its AI Platform (AIP) on Microsoft Azure for U.S. government agencies and use Azure OpenAI service. ...
Larry Dignan
Analyst Blog
May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

Data to Decisions
lt;pgt;Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growthlt;/pgt; lt;pgt;Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet ...
R "Ray" Wang
Insights News
April 25, 2024

Microsoft Azure revenue in Q3 up 31%

Data to Decisions
Microsoft reported a strong third quarter with revenue growth was 17% with Microsoft Cloud revenue up 23% from a year ago. Azure and other cloud services revenue growth was 31% dri...
Larry Dignan
Insights News
April 12, 2024

Microsoft raises Dynamics 365 prices starting Oct. 1

Next-Generation Customer Experience
The price changes go into effect Oct. 1 and range from an additional $10 to $15 more a month per user for most apps, but $30 more for a select apps. ...
Larry Dignan
Insights News
March 19, 2024

Microsoft names Suleyman head of consumer AI, Microsoft AI

Data to Decisions
Microsoft is shoring up its consumer Copilot efforts with the addition of Mustafa Suleyman and Karén Simonyan to lead a new group called Microsoft AI. Suleyman and Simonyan were tw...
Larry Dignan
Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insights News
March 13, 2024

Microsoft's Copilot for Security will go for $4 an hour

Digital Safety, Privacy & Cybersecurity
Microsoft launched Copilot for Security, but the most interesting item is the software giant's monetization model. Copilot will go for $4 an hour in a pricing model that positions ...
Larry Dignan
Insights News
January 30, 2024

Microsoft Azure revenue growth accelerates in Q2

Data to Decisions
Microsoft said Azure delivered revenue growth of 30% in its fiscal second quarter and CEO Satya Nadella noted that moved from quot;talking about AI to applying AI at scale.quot; ...
Larry Dignan
Insights News
December 5, 2023

Microsoft updates Copilot with ChatGPT-4 Turbo

Data to Decisions
The Microsoft Copilot model updates land between the OpenAI soap opera and AWS' launch of its Q generative AI assistant that runs across its services. ...
Larry Dignan