Last quote about Microsoft
All quotes about Microsoft
We want to make these systems as ethical as possible and free from unseen biases.
We already have that. Facebook has become the default Muslim registry of the world.
People who had dissimilar faces were more likely to be seen as untrustworthy by police and judges. That's encoding bias. This would be a terrifying system for an autocrat to get his hand on.
This is a fascist's dream. Power without accountability.
The exploitation of user endpoints (mobile phones, personal computers, etc) is actually not a new technique, but one that has existed since the first malware was created. This unfortunately is not something that cryptography is designed to defend against, as encryption by itself cannot guarantee the security of end-user devices.
The core cryptographic algorithms and techniques used by ProtonMail and other encrypted services remain secure.
Without a mathematics to capture values of interest to society, such as fairness, we quite literally do not know what we are building.
I'm concerned that the theory will be too late to influence practice, and that 'values' will too often be viewed as 'getting in the way' of science or profit.
Targeting doesn't work. I should put it this way: The more targeted an ad is, the creepier it is and the more likely people are to resist it and block it.
They are on the hook when they contribute one way or another in their design and the way in which the information is elicited.
The question of when, if ever, Facebook as the platform that carries those advertisements becomes legally complicit is complex. I don't see sites making less use of their users' data in the future for marketing purposes.
An important thing about advertising of the traditional kind, the kind that Madison Avenue practiced for more than 100 years, is that it's not personal. It's aimed at large populations. If you want to reach black people, you go to Ebony back in the day. And if you wanted to reach camera people, you went to a camera magazine. The profiling was pretty minimal, and it was never personal.
Even defining fairness is complex.
Businesses are increasingly using cloud-based solutions, such as Amazon Web Services, Microsoft Azure and IBM Watson, but some are building bespoke systems with the help of specialists from the software industry and academia.
I said, Two weeks from Saturday night? How could you possibly know what you're doing? My schedule doesn't go out that far.
It's absolutely a partnership of equals. It's important to both of us that the world understands that we are running this place together. This is our joint values being played out in the world.
I just thought, Oh my gosh. I have to work at this company. They are changing the world. And if I get an offer, there's no way I'm not going to take it.
He was surprised, he was definitely surprised. But I said to him, You know, it just doesn't make sense. You can't be the CEO and go as hard as you're going and – somebody has to be at home, right? We didn't want our children raised by somebody else. I said, You know, if we want them to have the values we have, somebody has to be home.
I met her at a New York City sales meeting. And then it was only a week or so after that, that I went up to her in the parking lot and asked if she wanted to go out.
At some point an affected party could claim that due process rights were violated.
I doubt the FTC has much, if any, experience deciding whether a political contribution requires recusal.
We haven't reviewed any of those things at this time. We'll take a look at it if he's actually called to be FTC chair.
We have all been there: you call or email to complain – and you are met with a great silence. This is no accident, in the world of the Absent Corporation. I was in the rabbit warren of tunnels in King’s Cross station last week when a woman collapsed just ahead of me. The tunnels were soon clogged up with bad-tempered people, stepping around the few passengers who were looking after her and the American woman who had taken it upon herself to direct the human traffic.
Travis is going to turn into one of those legendary CEO's that we have seen like Bill Gates, like Larry Ellison -- people are not perfect, they need to improve and I think he's on that journey. I have known Travis for two decades. I don't think the tape represents him as much as the apology does.
When you look at this technology companies you can count on one or two hands the number of executives who have built a company form five people to five thousand or 50,000 -- Bill Gates, Larry Ellison, Larry [Page]and Sergey [Brin], [Mark] Zuckerberg -- and if you look at all those individuals, they all have this kind of crises of leadership. People are not perfect and he is on a journey. What we've seen over the past couple of weeks are self-inflicted wounds. If you spend all your time fighting, sometimes you get a fighter mentality.
There might be some noise about the numbers (outlook) and seasonality, but I think the fundamentals are fine.
Every month new games will cycle into the subscription with some cycling out, giving you a constantly-updating library of games. Xbox Game Pass is your ticket to endless play.
We simply do not have confidence that [Gamestop] or anyone can accurately forecast console market growth in 2017 and beyond. We remain open to the potential for [Gamestop] to rebound on a faster than expected shift to new businesses and business models, but given management's recent track record and our own uncertainty around forecasting core console gaming, we simply want to see better execution before we can recommend the stock.
I'm focused on growing the top-line revenue and accelerating that business and its potential with ours. You want to keep the core growing and they're doing a great job of that, things are good. They are motivated, Jeff's a great leader.
If you ask anybody at Microsoft, could they spend more money, all of them would say yes. They should say that! They should say, Yes, I have so many terrific innovative, interesting, awesomely, impactful ideas, that you have to get me more money.' I love that, I love that energy, and I listen to some really fascinating arguments ....then my job is to take those dollars, every one of them, and ask myself if we're putting it in the right place. I think the IBM cloud gets a lot of mention with very large customers, you see that those in the press.
I know we've not been a company to until to wait on tax reform to return capital. It's not been a reason to wait for the board or for Satya, who cares deeply about the topic.
Just to put that in perspective, the Dow in 120 years has never had a 15-day winning streak. If you have something like the XLK, take some money off the table and redeploy that. So when you look at that, I think there are good names, or if you want to play names [like] Apple, Microsoft – a stock I own in my fund – those are good names. But the more marginal names ... I'd stay away from. Take some profits.
Rolling back rights for transgender students is wrong. Twitter and Square stand with the LGBTQ community, always.
It's ultimately going to come down to the business community to stop it because it's so bad for business.
Since Jan. 1, 1863, the federal government has played a vital role in protecting the rights of all Americans. Let's not stop now.
You've got to really enable the next generation of start-ups. It starts with regulation, in terms of making it easier for companies to do this. It comes with, really, making America great in the startup community again. I think we have a tax policy that was designed before Microsoft even went public. I think we've got to change -- we're at a huge disadvantage around the world.
This round is all about finding a set of partners to help us globalise.
This round is all about finding a set of partners to help us globalize.
I really feel that the large-cap activist plays are very treacherous with high PEs (price-to-earnings) and not a lot of growth.
Cloud is the how in 'how to do it'. On top of that, we focus on customer value. Customers want to have innovative solutions, focus on growth and focus on optimizing their business and they want to play globally.
China obviously is a huge opportunity that's defined by size (and) acceleration of innovation...you have, by definition, high demand and digitization.
If a human worker does $50,000 of work in a factory, that income is taxed. If a robot comes in to do the same thing, you'd think we'd tax the robot at a similar level. What the world wants is to take this opportunity to make all the goods and services we have today and free up labour - let us do a better job of reaching out to the elderly, having smaller class side, helping kids with special needs. All of those are things where human empathy and understanding are still very unique, and we still deal with an immense shortage of people to help out there.
Across the world there are people left behind by globalization, and movements for withdrawing from global connection. In times like these, the most important thing we at Facebook can do is develop the social infrastructure to give people the power to build a global community that works for all of us. One of my favourite quotes is this Bill Gates quote, that 'people overestimate what they can get done in two years and underestimate what they can get done in 10 years.' And that's an important mindset that I hope more people take today.
Even in an age of rising nationalism, we need to become a trusted and neutral digital Switzerland. As a global tech sector, we need to come together and sign our own pledge in conjunction with the world's states. We will protect customers, focus on defense, collaborate with each other and we will provide patches to all customers everywhere regardless of the attacks they face, and we will do our part to address the world's needs. We will not aid in attacking customers anywhere. What the world needs is a new independent organization, like IAEA.
If we are trying to collect the Zika virus mosquito, you can teach this trap to collect just that mosquito.
We are excited to partner with Tata Motors as they embark on a new journey of innovation with Microsoft Azure cloud. Using IoT, AI and machine learning technologies, we will provide vehicle owners in India and across the world with a safe, productive and fun driving experience.
Governments around the world should pursue a broader multilateral agreement that affirms recent cybersecurity norms as global rules. Just as the world's governments came together in 1949 to adopt the Fourth Geneva Convention to protect civilians in times of war, [today] we need a Digital Geneva Convention that will commit governments to implement the norms that have been developed to protect civilians on the internet in times of peace.
More and more companies are trying to control some content to enhance their ecosystem. What you're starting to see ... is other ecosystems start to bring in content, and Apple really hasn't done that in a big way. I think you've got to think about what Microsoft does longer term. I mean, they've got a huge percentage of the desktop PC and mobile PC market, and where are they going to go?
Even in a world of growing nationalism, when it comes to cybersecurity the global tech sector needs to operate as a neutral Digital Switzerland. We will assist and protect customers everywhere. We will not aid in attacking customers anywhere. We need to retain the world's trust. And every government regardless of its policies or politics needs a national and global IT infrastructure that it can trust.
If the justice department chose to do to Amazon what they did to Microsoft in the 1990s, even though Amazon would probably win at the end of the day, like Microsoft it is so bruising, so expensive, such a distraction, that you want to avoid that if you can.
Every time I talk to Jack, the message is, We need more. More innovation. Move, move, move. People do have some concerns about revenue. I think the company's absolutely got to make more progress.
I'm the son of an immigrant. I do believe there's value to having immigrants come into the country.
One issue is specifically to what should or shouldn't be the situation with respect to seven countries. I think that set of checks and balances is going on. And on the other side, I do believe it's important to have reasonably secure borders. And I'm glad that dialogue is playing out.
They haven't had years to build up that patent portfolio. Cloud innovation is far too important to be stifled by lawsuits.
When Google produces the electronic data in accordance with the search warrants and the Government views it, the actual invasion of the account holder's privacy – the searches – will occur in the United States. Though the retrieval of the electronic data by Google from its multiple data centers abroad has the potential for an invasion of privacy, the actual infringement of privacy occurs at the time of disclosure in the United States.
A problem of excess really forces us to look at the individuals affected and take those extra resources and make sure they are directed to them in terms of re-education and income policies.
If we were here in 1800 and conducting this, somebody would point out that eventually tractors would come along and better fertilizer and that 80 percent of the people are now employed on the farm and in couple hundred years it is going to be 2 or 3 percent, and what are we going to do with all these people? Well, the answer is we released them. Everything should be devoted initially to getting greater productivity. But people who fall by the wayside, through no fault of their own, as the goose lays more golden eggs, should still get a chance to participate in that prosperity.
The idea of more output per capita – which is what the progress is made on productivity – that that should be harmful to society is crazy. If one person could push a button and turn out everything we turn out now, is that good for the world or bad for the world? You would free up all kinds of possibilities for everything else.
And that is where government comes in.
The macro picture that it enables is an opportunity.
The recovering is not done yet but we have been working with the Irish authorities and we can see that they are moving forward to do the recovery of the unpaid taxes. It's a tricky thing to do because it's a large sum, so of course you have to figure out how to do that. It's not an escrow account as in some of the other cases where it's €25 million or €30 million or something like that. I do respect that it's a complicated matter and it may take a little more time than being within the deadline.
It's a tricky thing to do because it's a large sum so of course you have to figure out how to do that. It's not like an escrow account in some of the other cases where it's maybe 25 or 30 million euros or something like that and therefore of course I do respect that it's a complicated matter and it may take a little more time that being within the deadline.
As a user, you are literally a click away from switching to [Microsoft] Bing, you are literally a click away from switching to Yahoo search. The fact that they have 80 percent of search revenues speaks more about the superiority of their search algorithm, of their search results and of their relevancy to the advertisers than anything else. I think this is more of a headline risk.
As a company, Microsoft believes in a strong and balanced high-skilled immigration system. We also believe in broader immigration opportunities, like the protections for talented and law-abiding young people under the Deferred Access for Childhood Arrivals (DACA) Program, often called 'Dreamers'. We believe that immigration laws can and should protect the public without sacrificing people's freedom of expression or religion. And we believe in the importance of protecting legitimate and law-abiding refugees whose very lives may be at stake in immigration proceedings.
The car is like a rolling computer, capturing all kinds of data. All that data is coming back to Azure, where we apply machine learning and artificial intelligence to help auto manufacturers make cars better and safer.
Total revenues beat, even with some substantial drag. For example, the phone business, which they probably should have never bought in the first place, was far more of a decline. But notwithstanding that, the more important business having to do with software [and] cloud services, exceeded expectations.
This company is doing everything they're suppose to do.
I am excited about the customer reception to Surface Studio, our latest innovation in the Surface line and a new device category. Demand for the devices has remained strong.
As more and more people use cloud, that spending has to go up.
If you are talking about an ecosystem with more than 400 start-ups it's not really a coincidence. Israel is huge in security.
It all boils down to is the Azure business growing and growing profitably. If Azure is the growth engine we think it is and can pick up market share from AWS, then the company is well positioned for the next couple of decades.
This is an extremely large market and its turning into a duopoly where the majority of vendors are going to pick AWS or Azure.
We recognize at the same time that in many ways the [Stored Communications Act] has been left behind by technology. It is overdue for a congressional revision that would continue to protect privacy but would more effectively balance concerns of international comity with law enforcement needs and service provider obligations in the global context in which this case arose.
We welcome today's decision. We need Congress to modernize the law both to keep people safe and ensure that governments everywhere respect each other's borders. This decision puts the focus where it belongs, on Congress passing a law for the future rather than litigation about an outdated statute from the past.
We expect another solid quarter when Microsoft releases earnings results this Thursday, which should reinforce our bullish stance on the company's progress in pivoting from laggard to leader in cloud, digital and artificial intelligence.
Privacy, which is a value or a state of mind, lacks location, let alone nationality. Territorially, it is nowhere. If I can access my emails from my phone, then in an important sense my emails are in my pocket, notwithstanding where my provider keeps its servers. But electronic data are not stored on disks in the way that books are stored on shelves or files in cabinets.
Microsoft "deserves credit for standing up for its users' rights in court in order to ensure that government demands for private information are justified and lawful.
This decision puts the focus where it belongs, on Congress passing a law for the future rather than litigation about an outdated statute from the past.
Our responsibility is to have the AI augment the human ingenuity and augment the human opportunity. I think that's the opportunity in front of us and that's what we have got to go to work on.
It's not like we actually have economic growth today. So we actually need technological breakthrough, we need AI.
In our case for example, one of the things that excites me about LinkedIn is to create that economic graph which is ... which is a real-time feedback loop between skills, jobs and people, so that the economic opportunity for every individual can be maximized.
One of the things I am grounded in is the overall world GDP (gross domestic product) growth is not stellar.
We constantly preach that rather than market timing, you always want to consistently buy the sectors and stocks with the best relative trends, and we think tech has the best relative trends in the market right now.
I think overall, this is a good environment for the tech sector.
We've further reduced the data collected at the Basic level. This includes data that is vital to the operation of Windows.
"This is a troubling trend for the Israeli VC funnel, since the majority of capital goes into later rounds – if there are no companies lined up for later investments, there could be a more serious issue later on,"
This is a troubling trend for the Israeli VC funnel, since the majority of capital goes into later rounds – if there are no companies lined up for later investments, there could be a more serious issue later on.
Every once in a while, a revolutionary product comes along that changes everything.
My advice to my 21-year-old self would be to take more risks, and definitely buy Microsoft and more real estate.
A large part of [the] companies created won't get to the finish line. The expectation of our investors is to build independent companies that will lead their sectors.
Cars are still two or three years away. There's more focus on home appliances. The internet of things ... was big last year. Now we're going to see the integration, using the bots. Apple, Microsoft and Google are putting AI into everything. ... That's what 2017 will hold.
The ability of companies to increase buybacks remains high, as cash jumped to a record level, with money remaining relatively cheap and easily accessible. However, the cessation of momentum since Q1 2016 may indicate that companies do not currently want to increase planned buybacks.
I do think of basic knowledge of the sciences, math skills, economics – a lot of careers in the future will be very demanding on those things.
When you see Western Digital go up and Micron [Technology] go up, you say how far can this extend? Well, if it extends to Microsoft, then Microsoft can be a big enough factor in this endless pursuit of Dow 20,000.
At Microsoft, my boss cared a lot about not only substance, but form.
Being a 'teenager' reminds me of Oracle and Microsoft as they were starting to emerge in the late 1990s. I think [Salesforce] is positioned better than ever. The scale is there.
This will enable you to build devices with displays, so you get that immersive Cortana experience. Any kind of smart device with a screen can now take advantage of Cortana.
I think you'll see some of that [bashing]. However, I don't think he takes the tech stuff as personally as he took the media stuff. He's so focused on what people say and tweet.
I don't think Trump differentiates between Amazon, Bezos, and the Washington Post.
I think in theory, they have an option to say no. But in reality, whether they like the result or not, he is the incoming President of the United States and it's a country where they all have a headquarters.
It was a good time. We had a good conversation about innovation, how it can help in health, education, the impact of foreign aid and energy, and a wide-ranging conversation about power of innovation.
The key is to connect with private data sets from large corporations – where there are a lot of great insights – and expose that to researchers, so people who are very knowledgeable about what's possible. It's combining these two assets that allows us to create a unique business solution.
We're looking at a bunch of challenges, especially in the realm cybersecurity, where clearly this is a race to having the best technology. There's a lot of talk about re-shoring, and bringing back jobs. As you do that, you need to stay competitive. So you need to augment the workers, you need to prepare them, you need to provide them with better tools. And these are all areas where artificial intelligence can help a lot.
The purpose of the (Hour of Code) campaign is to close the gap between the demand for computer science and programming skills in the market and the pool of graduates that are getting those skills.
The aim of it is we want to make (coding) attractive.
The tutorial is a game that children play to learn the principles of computational thinking.
A growing number of Europeans subscribe to professional social networks. These networks are important for professionals to connect and interact and to find new career opportunities. Today's decision ensures that Europeans will continue to enjoy a freedom of choice between professional social networks.
With this regulatory process behind us, we can bring together two great companies and focus on even broader issues for the future. The events of the past six months make not just this business opportunity, but the broader societal issues connected to them, more important.
Developers, that's the keys to the kingdom. You have to get developers around the platform. Consumers will follow developers, developers will follow monetization. That's the next big growth opportunity for Microsoft, Google, Apple. That's the holy grail.
If Facebook , YouTube, Twitter and Microsoft want to convince me and the ministers that the non-legislative approach can work, they will have to act quickly and make a strong effort in the coming months.
I think it's very different situation. Nokia was not exactly thriving at the time when this happened. LinkedIn was thriving and it's kind of a career make-or-break for the Microsoft CEO (Satya Nadella) so I think it'll be handled differently, partly because of the lesson of Nokia.
They (Microsoft) have always had a sort of line out. It was always difficult because we could see our business growing and so we always had a pretty high valuation in mind because we could see … how the company was going to evolve for the next few years, so there was always a high premium attached that didn't really make sense for an acquirer to do.
Microsoft since the early days had a standing offer to our VCs (venture capitalists), saying look, if you want to sell the company talk to us, so it's not a surprise that Microsoft ended up doing the deal.
One of the aspects of VR that has incredible potential is interaction and communication – interacting with characters that are both artificial and virtual, being able to blur distance and geography, you can be anywhere and literally in any time.
I think the interaction needs to be natural, there is a little bit of a disconnect right now when you put on the headset. The implementation is well done, you are transporting them to the space, but you put your hands out in front of you and they are not there. I think we've crossed the first big threshold which is the visual and auditory aspects of VR, but the interaction piece still requires a bunch of work.
Commensurate actions have been taken.
With the addition of those four data centers, it will cover our customers globally.
We are not looking at profitability as the near term goal. For now, our goal is to keep expanding our market leadership and therefore we will continue to make investments and develop that for rapid expansion.
We have a strong flavor of China and Asia. We are the true cloud that can provide a global infrastructure to our end users and are connected globally especially in China.
We will be in a much better position in a few months down the road. For me, a very positive relationship between China and the U.S. will be helpful for all business moving forward. From our perspective, we will focus on our business first.
Work happens in meetings, and having non-inclusive practices in meetings is a death sentence for the health of the culture in the company.
No one's opportunity should be defined by their gender.
We have high conviction in our above consensus revenue and non-GAAP EPS forecasts for the next few years.
We believe the shares are poised to more consistently outperform in the year ahead on the back of sustained traction in its Cloud offerings (Azure and Office 365) overlaid by steady albeit not spectacular performance out of its legacy PC-linked software business. We have high conviction in our above consensus revenue and non-GAAP EPS forecasts for the next few years.
You've got a company that's giving you incredible yield and share repurchase. When you combine all of that with the growth, I think right now this is a great buy in the $58 area.
You got more than $137 billion in this company. You've got a company that's giving you incredible yield and share repurchase. When you combine all of that with the growth, I think right now this is a great buy in the $58 area.
They're not only getting into the cloud, but they're making it a huge aspect of the Microsoft world.
Microsoft's offer was of greater value – an all cash offer versus stock and cash –where Salesforce would have potentially been diluted in a way where the stock that they offered to lose value, at least in the near term.
It's flattering in some ways. It's also, honestly, it's a little scary.
We're not surprised that that product came out, we had a sense that it was coming.
They're a little bit larger than us as a company, they have some resources available to them and some distribution advantages available to them that we don't have.
I was just very kind of surprised by this. It's not something I would do. Things like that kept happening.
It's hard to make sense out of the technology space. To the extent you look at this and say. if you're going to take profits in technology stocks, IBM is not one of them. But Microsoft has had a great run, and Facebook, Amazon, Netflix, Google (Alphabet).
We were closer than we realized – maybe a $105 cash plus $105 stock would have done it! But we were definitely over our skis!!!!
Microsoft decided it could go ahead and recreate the best parts of Salesforce.
Satya and I have become good friends over the past couple of years. He is an incredible person, an incredible visionary, an incredible leader of an incredible company.
While we'll continue to compete, we look forward to continuing to partner.
Given Microsoft's history and existing monopolies, it is sometimes necessary for antitrust enforcement agencies to intervene to ensure that Microsoft is operating in a manner that promotes competition, rather than stifles it.
At the end of dinner, I really gave Satya a number of areas I thought we could work closely on. He took me up on all of them.
They're serious in a way they haven't been before.
I wish I'd thought about the model of subsidizing phones through the operators. And there was business model innovation by Apple to get it essentially built into the monthly cell phone bill.
We see an opportunity to build a more open, a more fluid environment. One that helps build a team culture that is both fun and inclusive, so everyone has a voice.
We don't spy on anyone. We don't work with any government to spy on others, and we never would. We make sure governments can review our software to confirm for themselves that our products are secure, and we've worked hard to increase privacy protections for customers including by suing the US government four times.
Putin as an old KGB officer views the world as a zero-sum game between Russia and the U.S.. Whatever is good for the U.S. is bad for Russia and vice versa.
Scale is the name of the game, especially in the public cloud markets. Amazon, Microsoft and Google continue to invest huge amounts in their hyperscale data center infrastructure, and all three have recently expanded their data center footprints and also announced plans to open up more geographic regions in the coming months.
New consoles from both Microsoft and Sony are a clear positive for the industry, as new hardware sales drive increased software sales. Additionally, Sony's introduction of PlayStation VR, while having limited near-term direct financial implications, should drive interest in the group and traffic to stores.
Expect continued investment in data centers and in application services by the top 4 vendors.
Though many had written the category off, it's fascinating to see both Microsoft and Apple make big PC-related announcements this week. It clearly shows the relevance that computers still have.
We think we can grow the market for these types of things with this new category.
We're trying to create a new category of device. We're going to push the high end.
Our strategy with Windows 10 is to grow the devices and drive that innovation forward.
By making 3-D for everyone, our digital world starts a new, more human journey.
Melinda and I are pleased to make this investment in the University of Washington to help dramatically accelerate their 25-year vision to achieve positive health outcomes for populations around the world. UW has long been a partner in our foundation's global health and development efforts and this grant underscores our confidence in the school's students, faculty, and multi-disciplinary resources to advance their Population Health Initiative.
When I take a look at Alphabet over time, as you've seen with two other stocks that are jumping on the cloud, Microsoft (MSFT) and Amazon, the dialogue about the company is going to go to what kind of traction they have in their cloud space.
The lamest thing a sell-side analyst does is downgrade a plummeting stock after a miss. The second worst action is to upgrade a stock after a good print and the stock has popped. The latter explains our reluctance to upgrade MSFT from HOLD to Buy today.
I think this is really the inflection point, you're going to see gross margins steadily move up from the 40 level to the 50s and maybe even into the 60 percent range as we get a year out.
Typically after a move like this, you get follow-through, Closing Bell.
He said the company's best quarters are ahead of them.
But, if you take Microsoft out of the equation, it's been ... mostly disappointing reactions to earnings. Caution is king until we get a better reaction to earnings.
It's really incredible how quickly [Nadella] turned this company around. I would not want to compete against this guy.
Microsoft printed a strong start to FY17, with F1Q17 total revenue, revenue across each segment, commercial deferred revenue, EPS, CFFO, and FCF above guidance, our estimates, and consensus forecasts. Overall, this quarter continues to reinforce our bullish thesis. ... We remain buyers and raise our target price.
Overall, this quarter continues to reinforce our bullish thesis. ... We remain buyers and raise our target price.
Although earnings have been coming in mixed, GE's comments of a sluggish economy is causing investors to take a step back.
Everything that these guys said is exactly what everybody in this market now wants. There's very few stocks out there that have this type of growth, that have a dividend, that have a strong management team ... so Microsoft is going to attract a lot of investment money.
It is important because these are large companies that historically had large installed bases and they historically had high margin profiles and so you are going from a legacy business that had high margins to a newer immature business that's growing fast.
These are global entities, and so they need someone that has invested billions and billions of dollars in a data center footprint in specific countries that they might have operations.
It isn't whether they slightly beat revenue, or slightly miss revenue, it's really about that cloud transition, because that's the future of these companies.
It has rallied five of the last eight quarters on earnings. Combine that with the chart, and I think Microsoft is going higher.
We have that measured move target to $62.50, so I think this is a great reward-to-risk set-up in Microsoft playing into earnings.
Those technologies were brilliant at the time they were created.
There was no penalty for them for not telling because they were required to.
That's a lot of people on the Internet, transacting, doing social work, social media [and] doing business.
In Asia, it's different. It varies from country to country. In Hong Kong, there is no requirement under law to notify someone if there has been a data breach.
If I spend $10,000 to try to break into a company, and they keep detecting me, I'm not going to make any money back.
Governments can verify for themselves that there are no back doors.
Sometimes something happens and it has to be fixed. And first of all, you have to find out what the problem is. It could be one of 15 different things.
As you know there are multiple communication systems on the sideline. As you probably noticed, I'm done with the tablets. I've given them as much effort as I can give them. They're just too undependable for me and I'm going to stick with pictures, which several of our other coaches do as well, because there just isn't enough consistency in the performance of the tablets so I just can't take it anymore.
The focus on commercial customers is about building an ecosystem so if and when we are focusing on the consumer market there will be an exosystem of experiences to support that.
We're looking for startups that have passed the validation and product development stage and need capital to scale up and gain traction in the market.
Unlike Microsoft, Google made no attempt to justify its entry into first-party hardware in competition with its partners – there were no claims of merely showing OEMs the way, merely a displacement of erstwhile partners in the value chain. Google is building its own relationships with carriers and supplanting device partners.
This is the final defeat for the operating system licensing model which Microsoft pioneered, and everyone tried to copy before Apple's iPhone success.
We're not a huge organization. We don't have all of the muscle power like a Microsoft would have to push a (health insurance) carrier around to do things in a way that makes sense to us. But I have a mentality that we deserve that kind of treatment.
Together with ABB, we are providing industrial customers with the digital technology and cloud platform to empower every person, team and business system within an organization to glean new insights and drive faster decision making to seize new growth and opportunities.
Salesforce believes this raises significant antitrust and data privacy issues that need to be fully scrutinized by competition and data privacy authorities in the United States and in the European Union. We intend to work closely with regulators, lawmakers and other stakeholders to make the case that this merger is anticompetitive.
Over the next five years, businesses of every kind will be transformed by smart data, analytics, machine learning and digital communications. What is going to differentiate business in the future is digital technology.
The deployment model is to give a copy for every developer and every application. Our tech goes everywhere the app goes.
We've got to start to rethink the application security paradigm, not just the information security paradigm. There have not been a lot of ideas that have emerged in that domain.
[I] don't mean to be a Debbie Downer on the potential for a big, blockbuster-hyped acquisition, but it could be another suitor like Microsoft, like Salesforce, who sees the virtue in extending their portfolio to social.
The underlying nature of trade finance in its current form is highly manual, it's highly time-consuming and it's paper-based, so we thought this would be a good opportunity to streamline the way trade transactions are processed.
ATM machines still rely on outdated operating systems like Windows XP, which is threat-prone, since Microsoft ended support for it in 2014.
When you come to a point in your life when you see difficult things, don't look in the other direction; move toward it. That's the moment when you can affect change. ... If you're just trying to make a buck or sell a few products, you might just bail when you hit those harder points.
Not only does [doing good] deepen the loyalty with customers when there's real meaning behind your product ... but for yourself it's a lot more motivating.
The company has invested heavily in artificial intelligence (six deals in the past 12 months), and they believe imbuing their platform with machine learning will be the next catalyst for sustained growth.
It's amazing what is now possible, whether it's machine learning, deep learning, machine intelligence that we're able to do today that we weren't able to do just a couple of years ago. Our customers are going to get that for the first time in October.
The move will raise some eyebrows among investors in the cloud world as it is one of the strongest acknowledgments of MSFT's CRM suite we have seen.
We have the knowledge and tools to end HIV, TB and malaria as epidemics by 2030, but we need to invest smartly and with focus to make it happen.
Google has fallen behind both Microsoft Azure and Amazon Web Services in enterprise cloud computing, and this move is intended to strengthen that position.
We want to make sure that as many customers as possible have access to the cloud.
We expect augmented reality technology to evolve quickly and the experience to improve dramatically. It's little surprise that companies such as Microsoft and Google are placing such big bets in this area.
VR and AR are massive investments from Facebook, Microsoft and Google. Google is really, really spending money on AI.
As we continue to build new Office 365 productivity capabilities and services our customers value, I'm confident the Genee team will help us further our ambition to bring intelligence into every digital experience.
I think artificial intelligence is probably the biggest transformation in the IT industry. Medical is such a big area in terms of GDP that that's got to be a good bet.
Virtual reality represents one of those fundamental shifts that redefine the way we work, how we are going to entertain and how we communicate.
Traditional VR systems need a dedicated space to be all functioning and working, to me the funny thing is that's not really a virtual world. It doesn't feel virtual when you're tied to a confined space. Today I believe we are going to introduce something that will change all that.
We saw Microsoft break out a couple of years ago, we saw the semi stocks break out more recently. The question I always get is, What's next?
We're watching if Cisco and Intel can follow the footsteps of Microsoft and become the next old tech stock to break through a decade-long base. We think [tech] is best positioned to be leadership over the coming years as it retraces the stark underperformance suffered between 2000 and 2002.
(We) expect to see slight sequential improvement in both net sales and operating margin in our networks business from the second quarter to the third, followed by significant improvement from the third to the fourth quarter.
While Microsoft is seeing strong growth in its cloud and commercial service business, we remain concerned about the consumer-facing businesses, and particularly by the large hole in the company's product line left by the slow demise of the Windows phone.
LinkedIn delivered another quarter of strong growth. We achieved record levels of operating cash flow, while continuing to invest heavily across our core member and customer value propositions.
Some companies will want to work with multiple cloud providers, so if anything goes wrong, they have redundancy.
It's been around, it has good cash flow, so you see people investing in those stocks, and I think there is growth there.
The other story about this is this is a stock that's now a yield stock. So we see it similar to Coca-Cola, Philip Morris, Procter & Gamble. Those stocks all have a 3 percent dividend yield. Microsoft now pays a 2.5 percent dividend and it trades roughly at a 26 P/E.
The problem is: Where do we go from here?
I think it's better than we thought, it was certainly what we were hoping for.
This past year was pivotal in both our own transformation and in partnering with our customers who are navigating their own digital transformations. The Microsoft Cloud is seeing significant customer momentum, and we're well positioned to reach new opportunities in the year ahead.
We believe there are a number of angles for Microsoft to drive growth.
We hear from customers around the world that they want the traditional privacy protections they've enjoyed for information stored on paper to remain in place as data moves to the cloud. Today's decision helps ensure this result.
A lot of those high-price names, particularly in the financials sector like Goldman, like JPMorgan, they look pretty good here. Also in the tech sector, a lot of those names like IBM and Microsoft [are at valuation levels] that I think [are] pretty favorable.
I think it's fantastic to see these augmented reality applications getting built, because the best thing that can happen when you're creating a new category is for applications that are these killer apps, whether it be game or in the industrial scenario, to get invested in.
I'm not a great gamer, so I can't really say how much that's worth – but the industrial applications of this are going to be billions of dollars of productivity.
We can compete. I understand that there's people that haven't done as well as others has as we've globalized. But the fact is that this country is quite competitive. We have great people that work in our factories. We have great products. I would love to see more policies that would help us compete globally versus closing the door on globalization.
Right now what I'm looking for is the politics in our country to get to a place where people can win elections by making a case for both globalization and addressing the inequities that do exist in our society. That's where we need to get to. It can't be one versus the other.
Everybody looks at these trade deals and things like that to be for Microsoft and GE or big companies like that. We've already globalized. We have 400 factories around the world. Microsoft is in every country around the world. These trade deals help small companies, not big companies.
The way we've always thought about partnerships is, What are the companies that are innovating in software? Building solutions that we can partner [with] as a platform provider? In the past it was mostly about tech companies. But now every company is a tech company.
To reach a lot more people and to grow much more strongly, especially internationally, Microsoft brings all that. From Microsoft's perspective, we bring a network of individuals that tend to bring productivity to corporations. ... Those two things together make great benefit for the individuals and the corporations, and that reflects into kind of a good economic value.
I'm not going to go so far as to say we've found the killer bot – but we've found a bot that works in a new way that fulfills many of the promises of conversation.
I can't tell you how dismaying it was when we found out stuff wasn't working well for Skype Translator when we first embarked on that. But now that we're climbing that mountain, we're in possession of these speech and translation models, especially the speech models – they're shockingly good.
Imagine the dips in morale and fear when you realize none of this stuff is gonna work – you have to somehow get people past that. And when you do, you see amazing new things appearing.
We're really interested in it being interoperable – we want it to be an ecosystem.
This idea of using conversation, using contextual information about you, with your permission, to make you speedier and make you feel like you're in control, that's the stuff we get really excited about. A lot of our user experience work is around simplification, removing friction, and really showing the power of intelligence.
It was a complete surprise to me. Satya really put us in jail with this Skype Translator thing.
It's the modern era – you don't have to be an expert in speech and language understanding. Just use our tools. Go build your branded bot with our tools and put it on whatever canvas – it might be Slack, it might be Facebook Messenger. We hope it might be Skype or Windows. But you choose.
Basically, nothing worked. What we had to do is re-train all our models.
We want to foster new startups in the agricultural sector. There is a vast area for research and development.
A discussion of cost synergies in the transaction would be necessary.
It's been a complex process given the billion people running Windows in over 90 countries. Based on the feedback, we've been iterating on the customer experience.
After July 29th, we'll be moving to a $119 price.
There will be Xbox Ones and mobile devices that will be upgrading for free after July 29th. Our progress [to 1 billion devices] is going to be dependent on a number of factors: the health of the PC ecosystem, enterprise deployments, and really the adoption of new device form factors. Increasingly our view of success if viewed through how the world is loving Windows 10 and it's measured by their engagement and customer delight.
For the most part, all of those machines whose owners wanted the upgrade will hopefully have gotten one.
The [PC] forecasts have trended lower over time and any hope for an expected recovery now comes off a base that is lower than prior forecasted troughs. So while the PC industry may be waiting for 'tomorrow,' we remain skeptical that this will be the final downward revision.
The idea of Premonition is to use a mosquito as a device that can go out and sample blood and then from that mosquito, we can try to understand what pathogens it might have encountered. So the technologies we needed to build go all the way to how do you catch a mosquito to how do you get it back to a lab, to how do you analyze it.
Project Premonition started from the observation that emerging infectious diseases are very difficult to predict, dangerous to societies and expensive. So the vision is can we make them more predictable? If we get it right, I hope the answer to that is yes. I hope that we can predict emerging infectious diseases before they surprise us, as we saw in the past with something like Ebola, as we see now with something like Zika.
I hope that we can predict emerging infectious diseases before they surprise us, as we saw in the past with something like Ebola, as we see now with something like Zika.
So the technologies we needed to build go all the way to how do you catch a mosquito to how do you get it back to a lab, to how do you analyze it.
At one point after the Sunderland result had been announced, there was more than £5-10k being traded per second on the market, which is absolutely huge.
Our data suggests that gamers spend about $600 a year on game-related products. I'm sure Sony and Microsoft think they can sell 10 or 20 million more units – or even more than that – rather than just keep the existing hardware out there. The true enthusiasts out there will want the latest hardware.
In a world where things are bought and sold and rotation is the issue, not so much valuation, this is a little bit of a spread that maybe suggests Facebook is going to go the way of Microsoft and Google.
Fundamentally, we are concerned in the longer term about the impact on Oracle of competition from cloud platforms such as Amazon Web Services, Microsoft Azure and Google Cloud Platform.
Kind's strategic industry positioning, experienced team and top-notch-technology running in the Microsoft Azure Government cloud, made for an easy decision to align efforts. Kind agreed that Azure Government is the only cloud platform designed to meet government standards for the closely regulated cannabis compliance programs and we look forward to working together to help our government customers launch successful regulatory programmes.
The board's decision could use some clarification but does not jeopardize a company's corporate responsibility policy for its vendors and suppliers, providing Microsoft or other brands do not control or purport to control day-to-day labor and personnel decisions of the suppliers.
There is no question that Burgum's allegations of runaway spending and cronyism stuck with voters and people felt they needed someone from the outside for the governor's seat. But I'm still trying to figure out who the cronies are and the runaway spending because I disagree with that.
It's a massive growth play for Microsoft.
The future of productivity is around people, identity and data and the relationships between the them.
You're going to see Microsoft emerge as a force to reckon with in sales force automation and compete with Salesforce head-on, as well as both grow and dominate the B2B marketing space.
Microsoft's bid is also notable in that it shows large incumbents are opening up their wallets to snap up publicly traded assets that have traded down.
You've had a tough track record in large M&A.
They're timing this pretty well with the rising tide of 4K TVs. The new [Xbox One S] enables 4K streaming but not true 4K gaming, but there really isn't true 4K gaming yet. But by holiday 2017, you'll see plenty of true 4K games, which should look spectacular.
The traditional console cycle is dead. Microsoft is now developing the Xbox in lockstep with Windows 10, which has been a longtime corporate goal.
We're moving Fallout 4 to virtual reality. And to have a console that can support that, I think it's going to be magical.
I feel good about the early steps there.
I actually think the upgrade to Scorpio in terms of visual fidelity will feel as dramatic of a change as we're used to seeing in new generations.
Horizon 3 comes in standing on the shoulders of Apex.
It takes our scale to a completely different level. The combination of our two companies, having Microsoft behind us, just enables us to realize the things we always dreamt of doing, and so we're excited about it.
Microsoft got its man. This is wonderful for Microsoft.
Think about taking that and connecting with a professional network and having the entirety of your professional life be enhanced and empowered, where you are acquiring new skills in your current job and finding a greater bigger next job.
For LinkedIn, I think it also gives them a chance to have a jump start to move the business more rapidly.
Stock-based compensation plays an important role in how we compensate our employees, and therefore we view it as a real expense for the business.
Cortana can wake up before you go into a meeting and inform you about all the people you are meeting for the first time and the connections you have with them.
The LinkedIn team has grown a fantastic business centered on connecting the world's professionals. Together we can accelerate the growth of LinkedIn, as well as Microsoft Office 365 and Dynamics as we seek to empower every person and organization on the planet.
The notion that lenders should account for a borrower's ability to repay is what we consider to be responsible lending. any lending operating procedure is well served by doing it.
There's now a need for innovative services to fill the demand. The situation encourages the creation of such technology-driven innovative services to serve the greater unbanked group.
The Consumer Bureau is proposing strong protections aimed at ending payday debt traps. By putting in place mainstream, common-sense lending standards, our proposal would prevent lenders from succeeding by setting up borrowers to fail.
This is a historic agreement that could not arrive at a better time.
The company has abused its dominant market position and broken the market order for fair play. users or consumer protection organisations have the right to file a lawsuit against the company.
We understand you care deeply about what happens with your device. This is why – regardless of your upgrade path – you can choose to upgrade or decline the offer.
I personally use and love Windows 10, but deploying these dirty tricks only frustrates long-time Windows users who have very valid reasons to stick with operating systems they already know and love.
Our companies compete vigorously, but we want to do so on the merits of our products, not in legal proceedings. As a result, following our patent agreement, we've now agreed to withdraw regulatory complaints against one another.
Big companies, iconic brands, but nonetheless a very mixed picture. We had a pullback yesterday, no technical damage, nothing life-threatening, but what happens from here?
Manufacturers have tried to broaden the appeal of such devices by repurposing them as general media hubs and, as a result of this, costs have risen and it will fail to attract core users. Game publishers have accelerated their plans to make a greater number of major titles available across mobile platforms.
We are delighted to announce the launch of our Tournament Builder App on Xbox One which will enhance the Gfinity offering and enable us to reach Xbox One's 18 million users globally.
The Xbox has been lagging behind the PS4 since its inception, ever since both launched at the end of 2013.
They really have changed perceptions from being a pure PC play to being a cloud play on a longer-term basis. We are watching carefully the PC decline but we do think the cloud is picking up in a meaningful way ? and if that's the case, we think earnings finally are going to go up and break through the $3 number next year ? so we think Microsoft can be about 20 percent higher in the next 12 to 18 months.
We're hearing from our customers about it.
Just as Apple was the company in the last case and we stood with Apple, we expect other tech companies to stand with us.
Looking ahead, we face some difficult -- and yet exciting -- research challenges in AI design. We will do everything possible to limit technical exploits but also know we cannot fully predict all possible human interactive misuses without learning from mistakes. ... We will remain steadfast in our efforts to learn from this and other experiences as we work toward contributing to an Internet that represents the best, not the worst, of humanity.
Many of our largest deals in fourth quarter came from customers rolling out (Microsoft) office 365 alongside Box.
Larry's not going to lose any sleep.
If you look at the companies that are transforming and disrupting industries, it is often with data at the core. All of them are using data in a much richer way now to understand their customers.
This agreement with GoPro shows the incredible breadth of technology sharing enabled through patent transactions. Microsoft's licensing of personal wearable technologies is seeing strong demand as we partner with companies from all industries to optimize solutions for their customers around the globe.
It's just a really natural thing. It's easier and can be more cost effective to run it on the cloud, and let Microsoft worry about your Exchange servers.
They nailed the cloud.
It shows that momentum is building for Microsoft in 2016 rather than slowing, and that's different from what we're hearing from other enterprise tech companies.
All around, this looks like a quarter that (Microsoft chief executive Satya) Nadella can frame and put in his office.
The cloud business is sort of becoming a duopoly between AWS and Azure. Azure is their first significant new product. That's what's exiting about the story.
This is the year they come back to earnings growth.
The real concern is that Azure growth is going to come at the expense of (server and tools data center businesses).
I would characterize this as white hot adoption out of the gate.
Windows 10 ushers in an era of more personal computing in a mobile first cloud, first world. We want to make Windows 10 the most-loved release of Windows.
Even more than Microsoft, this case will shape the landscape for the digital sectors in the years to come. NOT ANTI-AMERICAN.
These are just incredibly large warships, they're the pride of the nation.
This would be like finding the Titanic, because of the status of the ship and the interest in the ship.
I think Bill Gates will grow in stature over time. He's had tremendous impact, not just on technology but really on our lives. If you think about the way we lived our lives in the 70s and the early 80s and how we do now; how we are constantly sitting in front of a computer, we are typing on a keyboard, we have technology with us all the time, and a lot of that has to do with what he envisioned way back when.
The botnet was also used to steal passwords from corporate websites. That way they could steal the identity of any email address holder, check their mails and send mails from that account.
If you have a new PC, It will look great. If you put this on a PC made two years ago, your PC may slow down.
Bill Gates demonstrates the so called niche-approach: HIV, tuberculosis, diarrhea, and particularly focusing on children. I think it is very clear encouragement: take a [specific] problem and try to solve it.
We have only just received the complaint, so we can't comment in detail yet. We always try to do what's best for our users. It's the key principle that drives our company and we look forward to explaining this.
These changes probably are painful and unfortunate in many respects. The reality is that I don't know that Satya Nadella would have acquired the Nokia kind of businesses that were bought in April. That was a deal he inherited.
It is difficult to assess whether the Commission made a mistake or not without having access to all the documents. What we can say is that it is an incredibly complex case. The case began about 9 years ago and it shows the difficulty of applying competition law in a market that is moving so fast and is developing so rapidly.
Today's announcement is a bold step into the future. For Microsoft it's also a signature event, a signature event, in our transformation. We think this is win win for employees, win win for share holders and win win for customers of both companies.
You've got two titans of the past really clashing together. It does provide Microsoft with the ability to merge the handset and the software side of its mobile business together, which gives it a better chance of breaking through. However I think Microsoft are probably being over ambitious.
I spent a long time training myself to write on the iPad, to use the keyboard on the iPad and type that way and the idea of having the keyboard back and be able to type wherever I want, there is something kind of appealing about that. And the stylus itself, I have never had a stylus that I enjoyed and their stylus look pretty satisfying.
The applause moments were on things that I think were predictable – wow it stands by itself, you don't have buy a stand, it's all together, the keyboard folds over, it's a cover, all those wonderful things. But when I look at this what I think of is the potential to get rid of the netbook, to get rid of the laptop, maybe even, down the line, to get rid of the full computer.
It's a very interesting new device, I think the key point here is that it's not just another iPad, it's a device that almost serves as a replacement for a PC.
I think Nokia has definitely got a leg up on what they announced for their capabilities, just in the business environment and the connectivity that they have offered in the Lumia 2520.
This is an emotional and difficult thing for me to do. I take this step in the best interests of the company I love.
We need a CEO who will be here longer term for this new direction.
In tough economic times, spending on innovation by businesses, and governments, is not just necessary, but the best way to survive and keep ahead competitors. As Microsoft's founder Bill Gates famously said – 'innovate or die.
The company faces a remarkably disruptive time in the industry, with recent results demonstrating that we must reassess our role in and our approach to this industry.
Today is a big day for Microsoft and Skype, as well as consumers and businesses around the world. We're making life better – by providing tools that help people to learn, to analyse, to take action, as well as to enjoy and to socialise.
I think PlayStation is synonymous with gaming, that's our DNA. We've always put the consumer first and obviously we're a for profit company, we're in business to make money, but if you make the consumers happy they'll respond with loyalty. And I really think we focused on that consumer value from the first PlayStation we put out there and we never wavered from that.
Microsoft was investigated for 16 years, which is four times as much as the Google investigation has taken, and there are more problems with Google than there were with Microsoft.
They (Microsoft) are at the forefront of not only bringing this console to the core gamers, but also to the mass market. And I think that's more important, because I think in order for this industry to grow and to continue to bring more users, they have to expand beyond the core gamers.
Thirty years ago Microsoft was just an idea that Paul Allen and I had; and it's amazing to think what that idea has transformed into – not just in terms of the company and the great people there – but the impact that it's had: the personal computer is the tool of communications and creativity.
In some ways it's actually getting rid of the old. The piece that was the legacy business – the biggest legacy for the company – and going and saying look, it's back to what the firm has done well for a long time, which is the Office suite. But it's kind of saying we're going to favour one of the children of the company as opposed to the other, as opposed to trying to keep them together as they've been doing for the last 20-something years.
The March 2004 decision, as confirmed by the Court of first instance last month, also set a precedent with regard to Microsoft's future market behaviour in this and in other areas. Microsoft should bear this in mind.
I think the most impressive thing was the approach to the station and seeing it from outside. Inside it's a very cosy place and I can see why Cosmonaut Fyodor Yurchikhin thinks it is his home. It is a cosy place. It's full of stuff as you see. It's full of knick-knacks, just like a home is. But from the outside, it is amazing how it appears from the blackness of the sky.
Right now there is one company that really dominates that worldwide market for search and online advertising. The partnership we are announcing today will help to create a stronger number 2 and increase competition in the search area.
In this world, where countries are tackling deficits and more than ever before, the emphasis is, quite rightly, on getting value for money, what greater value for money can there possibly be?
If, as I hope and expect, we reach GAVI's target of 3.7 billion dollars over the next five years, we will protect at least a quarter of a billion children against killer diseases and save four million lives. Think about that – a quarter of a billion children protected from disease, four million lives saved.
If you think about this, it's really all about one thing – it's about competition with Google, and Microsoft and Yahoo frankly have had some difficulties being successful in competing with Google; they've had some small victories in the last number of months, but ultimately Microsoft decided the time was right to strike.
It's our vision for what we're doing on behalf of Microsoft to enable people to get their entertainment experiences on a lot of different screens. Whether that's a mobile phone, a PC, or the TV. And so each of those screens plays a little bit of a different role, but they're all are going to have access to the richness of our entertainment content.
But I also think you should remember to educate as well as advocate. Healthcare is not just a right, it's basically an extraordinarily good economic investment with a very high rate of return.
All procedures are being followed and nobody is refusing to cooperate. All those involved will have a chance to defend their actions. These are people who have enjoyed a clean reputation all their lives and it is their right to also state their point of view.