WW 995: The Greatest Depression - Microsoft Reports $90 Billion in Revenue for FY26 Q4

2026-08-05

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Behind the headlines about skyrocketing revenues and AI investments, the actual costs and future risks for Microsoft, Google, and Amazon are shrouded in strategic accounting moves. Plus, Paul finished rewriting and adding new chapters to the Windows 11 Field Guide - mostly just clean-up now, and then whatever new monthly features. Lastly, The Document Foundation issues a friendly reminder about the Office 2021 EOL and how that never happens with their software Microsoft earnings Microsoft earnings up 18 percent to $90 billion Analysis: Microsoft...

Microsoft earnings

Microsoft earnings up 18 percent to $90 billion
Analysis: Microsoft finds a new way to not account for AI costs

Windows

Pavan Davuluri says he's "energized" about what's happening to Windows in 2026.
OK. But what's really happened so far? When will the biggest changes land? And when, if ever, will you address the real enshittification in Windows 11?
Windows Insider Program: Five new builds - New Taskbar comes to Beta channel
This leads to questions of timing, and here, WIP is not all that transparent still
Another antitrust win: Apple to allow Copy and Paste between Windows and iPhone
AMD revenues up 50 percent to $11.5 billion, but it's all AI datacenter
Amazon: up 20 percent to $200 billion
Apple: up 16 percent to $109 billion

Satya Nadella mentions AI super app again, not clear why anyone cares about this
Proton Lumo can do data visualization now

Xbox and gaming

Asha Sharma details the priorities for XBOX in the next year and number 5 will shock you
XBOX console prices going up in the EU and UK
Thanks, Caption Obvious: Yes, Backward Compatibility on PC will support Xbox 360 games too
XBOX plans new FanFest tour dates - there's SO much to celebrate!
Gears of War: E-Day leads the charge for new Game Pass titles in August
XBOX Insiders is testing new console features
XBOX app comes to Hisense and VIDDA TVs
EA goes private for $55 billion in cash, but also some debt
Sony has sold 95.3 million PS5s
Sony responds to concerns about no more discs (with "pffffftttt")

Tips and picks

Tip of the week: It's done!
App pick of the week: LibreOffice
RunAs Radio this week: Ransomware Readiness with Heather Renze
Brown liquor pick of the week: Frey Ranch Straight Bourbon

Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

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