Wed, Oct. 12, 11:06 AM
- Australia, Ireland, France, Germany, New Zealand, and the United Kingdom.
- Though Microsoft (MSFT -0.8%) is primarily highlighting developers and commercial partners in the expansion, with the program opened to any developer or business customer willing to pay $3K for the device in the U.S. and Canada back in August, a similar progression could now potentially be realized beyond North America.
- Microsoft HoloLens: Welcome International Developers and Partners
- Upcoming: Microsoft schedules New York City event for October 26
- Related: Facebook's Oculus working toward mid-range VR
Mon, Oct. 10, 1:24 PM
- Formerly known as Facebook at Work.
- The project had been in closed beta for more than a year, though Facebook notes 1K organizations so far utilize the service (India, the U.S., Norway, UK and France cited as top countries).
- As of today, worldwide availability begins for "any company or organization that wants to use it."
- With this move marking Facebook's (FB +1.1%) first major foray into enterprise, Slack (Private:SLACK), Microsoft (MSFT +0.3%), Salesforce (CRM +6.6%), Atlassian (TEAM +0.7%) and others will be on watch going forward.
- Workplace, Pricing
- Last week: Facebook introduces dedicated events app
Fri, Oct. 7, 1:37 PM
- Officially: "To see what's next for Windows 10."
- While speculation on what Microsoft (MSFT) could be planning for the event ranges from developments involving HoloLens, Xbox, Project Scorpio, Windows PCs and Surface to purely OEM hardware and software announcements, it wouldn't be surprising if a splashy disclosure or two were made given what observers have come to expect from major technology company events.
- Microsoft Windows 10 Event
Fri, Oct. 7, 9:19 AM
- Yair Snir has reportedly transitioned to Dell EMC's (NYSE:DVMT) ventures segment, Dell Technologies Capital.
- Prior-held role at Microsoft (NASDAQ:MSFT) said to remain unfilled.
- Dell Technologies Capital considered to target early and late-stage start-up investments within storage, security, hybrid cloud and big-data segments.
Tue, Oct. 4, 7:31 PM
- Following on a report that Yahoo (NASDAQ:YHOO) scanned its customers' mail for government intelligence officials, operators of other major e-mail services -- Microsoft (MSFT, operator of Outlook and Hotmail) and Google (GOOG, GOOGL, operating Gmail) -- have issued statements saying they're safe from that sort of intrusion.
- "We have never engaged in the secret scanning of e-mail traffic like what has been reported today about Yahoo," a Microsoft spokesman told CNBC. As for Google: "We've never received such a request, but if we did, our response would be simple: 'no way.' "
- Earlier, Yahoo had said in its own statement that it complied with U.S. laws.
- With the question put to the other major services, noted whistleblower Edward Snowden today had tweeted "Heads up: Any major email service not clearly, categorically denying this tomorrow -- without careful phrasing -- is as guilty as Yahoo."
Mon, Oct. 3, 1:40 PM
- Intensifying competition with Amazon (AMZN -0.5%), which just announced a new AWS region in France on Friday. Both companies set 2017 timeframes to begin datacenter operations in the country.
- In Microsoft's (MSFT -0.4%) announcement, doubled cloud capacity across Europe over the last year and total cloud investment in the continent of $3B are highlighted.
- CEO Satya Nadella: "We continue to invest heavily in cloud infrastructure to meet the growing demand from European customers and partners. Building a global, trusted, intelligent cloud platform is core to our mission to empower every person and organization on the planet to achieve more. There’s never been a better time for organizations across Europe to seize new growth and opportunity with the Microsoft Cloud.”
- In annother move revealed today further signaling Microsoft's intention to compete more aggressively in the cloud space, Azure prices have been lowered, in some cases by up to 50%, effective as of October 1.
- Azure pricing details
Mon, Oct. 3, 9:47 AM
- September monthly performance was: -0.52%
- 52-week performance vs. the S&P 500 is: -11%
- $0.16 in dividends were paid in September
- Top 10 Holdings as of 8/31/2016: Apple Inc (AAPL): 5.01757%, Microsoft Corp (MSFT): 4.59213%, Exxon Mobil Corp (XOM): 3.65506%, Johnson & Johnson (JNJ): 3.32616%, General Electric Co (GE): 2.90192%, Procter & Gamble Co (PG): 2.3854%, Wells Fargo & Co (WFC): 2.34646%, Pfizer Inc (PFE): 2.17377%, JPMorgan Chase & Co (JPM): 2.08563%, Amazon.com Inc (AMZN): 2.02582%
Mon, Oct. 3, 9:10 AM
- September monthly performance was: +0.58%
- 52-week performance vs. the S&P 500 is: -9%
- $0.23 in dividends were paid in September
- Top 10 Holdings as of 8/31/2016: Apple Inc (AAPL): 3.96271%, Microsoft Corp (MSFT): 3.09853%, Johnson & Johnson (JNJ): 2.24259%, General Electric Co (GE): 1.95493%, Exxon Mobil Corp (XOM): 1.64204%, Procter & Gamble Co (PG): 1.33805%, Wells Fargo & Co (WFC): 1.31607%, Pfizer Inc (PFE): 1.21901%, Nestle SA (OTCPK:NSRGF): 1.15897%, Intel Corp (INTC): 1.14963%
Fri, Sep. 30, 4:17 PM| Fri, Sep. 30, 4:17 PM | 17 Comments
- Labeled the "Microsoft AI and Research Group" and to be led by 20-year Microsoft (NASDAQ:MSFT) veteran, Harry Shum.
- Over 5K computer scientists and engineers will be involved under the new structure. Shum's existing team along with Information Platform, Cortana and Bing, and Ambient Computing and Robotics teams to also integrate.
- CEO Satya Nadella: "We live in a time when digital technology is transforming our lives, businesses and the world, but also generating an exponential growth in data and information. At Microsoft, we are focused on empowering both people and organizations, by democratizing access to intelligence to help solve our most pressing challenges. To do this, we are infusing AI into everything we deliver across our computing platforms and experiences."
- Harry Shum: "Microsoft has been working in artificial intelligence since the beginning of Microsoft Research, and yet we've only begun to scratch the surface of what's possible. Today's move signifies Microsoft's commitment to deploying intelligent technology and democratizing AI in a way that changes our lives and the world around us for the better. We will significantly expand our efforts to empower people and organizations to achieve more with our tools, our software and services, and our powerful, global-scale cloud computing capabilities."
- The company is looking to develop AI initiavies through four focus areas: agents (Cortana), applications (enhanced intelligence for Skype, Office 365, photo apps etc.), services (vision, speech, machine analytics) and infrastructure (AI supercomputer powered by Azure).
- Democratizing AI
Fri, Sep. 30, 5:54 AM
- Facebook at Work is set to launch on Oct. 10, TechCrunch says.
- The enterprise platform launched as a closed beta early last year.
- Facebook at Work competes against a host of other enterprise collaboration and communication products, from Microsoft’s (NASDAQ:MSFT) Yammer and Salesforce’s (NYSE:CRM) Chatter through to HipChat and Slack. Launching when many of these already have large and entrenched user bases will be a challenge for Facebook. On the other hand, its user interface is based on Facebook, which makes it instantly easy and familiar to use.
Fri, Sep. 30, 2:05 AM
- Salesforce (NYSE:CRM) is pressing U.S. and European regulators to block Microsoft's $26.2B (NASDAQ:MSFT) acquisition of LinkedIn (NYSE:LNKD), arguing the deal would hurt competition by giving it too much control over the company's vast pool of data.
- Salesforce's public broadside against the deal comes three months after it lost a bidding war for the social-network.
- LinkedIn claims 450M members in more than 200 countries, including 106M monthly active users.
Tue, Sep. 27, 2:04 PM
- A move from a presently free model to charging based on number of employees also reported, though exact figures have not been specified.
- Groups, News Feed, Chat, Events and Search features tailored for an enterprise environment have been in the works and under evaluation through an early adopter program of the platform for over a year.
- Meanwhile, separate enterprise productivity partnerships between Microsoft (MSFT +1.8%) and Workday (WDAY +1.6%), and Slack (Private:SLACK) and Salesforce (CRM -0.2%) were just announced earlier today.
- Facebook at Work (NASDAQ:FB)
Tue, Sep. 27, 1:10 PM
- Commercial Cloud Gross Margin Percentage (Office 365, Azure, Dynamics Online and other commercial cloud products), Windows Commercial Products and Cloud Services Revenue Growth (Windows Volume Licensing, new Windows cloud services and other Windows commercial offers aimed at defined customer segments) and Gaming Revenue (Xbox consoles, Xbox Live, first party games and third party royalties) figures and insights to be provided.
- Microsoft (MSFT +1.4%) will report Q1 2017 earnings on October 20.
- FY17 Investor Metrics and Disclosure Update
Tue, Sep. 27, 11:16 AM
- Integrations, which will roll out in Q2 2017, across Microsoft Office 365 and Workday's HR and finance platforms highlighted.
- Workday (WDAY +0.9%) co-founder and CEO Aneel Bhusri: "Connecting the productivity tools in Office 365 with Workday's finance and HR applications will enable customers globally to uncover new ways to produce great work that ultimately drives their businesses forward. Our partnership with Microsoft is yet another example of our commitment to empowering customers to increase productivity and drive performance with Workday -- all in an intuitive experience that mirrors how they prefer to work."
- Microsoft (MSFT +0.7%) CEO Satya Nadella: "Our mission is to empower every person and every organization on the planet, and key to this is forging strategic partnerships with companies including Workday. Blending the power of Workday's cloud-based finance and HR applications with the cloud productivity of Office 365 will enable our customers to simplify their businesses processes, enhance collaboration, and infuse more intelligence into their organizations."
- The union comes on Microsoft's partnerships with Adobe Systems (cloud) and Renault-Nissan Alliance (connected-car) disclosed yesterday at its Ignite conference.
- Satya Nadella video
Mon, Sep. 26, 3:32 PM
- With Salesforce (reportedly working with Bank of America) (CRM -0.2%), Alphabet (GOOG, GOOGL) and The Walt Disney Co. (DIS -1.3%) rumored to be in the mix, Twitter (NYSE:TWTR) is said to be gearing up to present itself to potential acquirers.
- While a bid by Salesforce is seen as unlikely and unfavorable by some (Citi, Morgan Stanley), last Friday it appeared firmly in the mx. Alphabet, meanwhile, is considered a favorite by others, with the available cash, advertising expertise and social network tie-in possibilities to make Twitter work under a new parent organization. Now that Disney is the latest to reportedly join the group, sports, distribution and video prospects are being weighed.
- Trading up more mildly than Friday's run on this development, it appears analysts, investors and Twitter itself are unsure of what direction the company will take next. The negative reaction of Salesforce shares on Friday and Disney shares today, though, may signal difficulty in attaining favorable terms for all parties involved in a deal should one come closer to materialization.
- Update (3:41 PM ET): CNBC's David Faber adds Microsoft (MSFT -0.8%) in as a potential bidder.
Mon, Sep. 26, 10:10 AM
- Connected-car services developed by Microsoft (MSFT -0.9%) and Renault-Nissan Alliance to be powered by Microsoft's Azure cloud platform.
- Advanced navigation, predictive maintenance, remote monitoring and other services in focus.
- Ogi Redzic, senior VP, Connected Vehicles and Mobility Services at Renault-Nissan Alliance: "A car is becoming increasingly connected, intelligent and personal. Partnering with Microsoft allows us to accelerate the development of the associated key technologies needed to enable scenarios our customers want and build all-new ones they haven't even imagined. We aim to become the provider of connected mobility for everyone with one single global platform."
- Microsoft has additionally announced today a deal with Adobe and other new developments revealed at its Ignite conference in Atlanta.