… In addition to an executive shuffle, Microsoft has only pushed further into AI in recent months, with the company reporting $54.5 billion in revenue from its cloud business, marking a 29 percent year-over-year increase. “We are focused on delivering cloud and AI infrastructure and solutions that em… …
… Its client and gaming revenue grew 23 percent to $3.6 billion despite lower “semi-custom revenue” for devices like game consoles. …
Google Search queries hit an “all time high” in the first quarter of 2026, according to a statement from CEO Sundar Pichai published as part of Alphabet’s earnings on Wednesday. “Our AI investments and full stack approach are lighting up every part of the business,” Pichai says. “Search had a stron… …
… Microsoft reported its Q3 2026 fiscal earnings this week, and its Xbox gaming division took a hit this time around. Xbox hardware revenue was down 33 percent, Xbox content and services revenue was down 5 percent, and overall gaming revenue was down 7 percent. …
… Sony now forecasts that annual gaming revenue will drop 6 percent, but these forecasts could be impacted by ongoing memory costs. “We plan to base our PS5 hardware sales in FY26 on the volume of memory we can procure at reasonable prices and we expect hardware profitability to be essentially the sa… …
… During this quarter, Netflix reported revenue of $12.25 billion, marking a 16.2 percent year-over-year increase. …
… Microsoft went ahead and added Call of Duty to Game Pass, but the removal of new entries in the franchise from the service is a clear indication that it was a mistake to add Activision’s big revenue driver into the subscription mix.
… Even with GameStop’s attempts to offset this shift by focusing on trading cards and collectibles, the company’s revenue sank 14 percent in the fourth quarter of 2025.
… With GitHub’s revenue now reporting into MCAPS and product work split into Microsoft’s Developer Division, some inside GitHub feel like there’s no leadership team anymore. “There’s basically no more GitHub at all anymore,” one GitHub employee told me last month. “It’s all Microsoft, and the company… …
… It may also limit revenue. An increase in the cost of construction and energy, a decrease in revenue, or both could make it much harder for Oracle to meet its lease and debt obligations, which are fixed. …