Filing: Satya Nadella's total pay for fiscal 2025 rose nearly 22% YoY from $79.1M to $96.5M, including $84.2M in stock awards; MSFT is up ~23% so far in 2025
he got a 22% pay raise mirroring the $4 trillion tech giant's skyrocketing shares Cale Hunt / Windows Central : $96.5 million for Nadella | Microsoft's CEO receives record pay in a year that saw 15,00...
Palantir reports Q2 revenue up 48% YoY to $1B, vs. $940M est., and boosts full-year outlook guidance to $4.142B-$4.150B, up from $3.89B-$3.90B; PLTR jumps 5%+
where the economy ‘weakens in a self-reinforcing fashion’ Larry Dignan / Constellation Research : Palantir's software revolution: Forget sales people, let value do the talking Loredana Harsana / Watch...
In a memo, Satya Nadella addresses the “enigma” of layoffs while “Microsoft is thriving”, saying the transition into the AI era “might feel messy at times”
Satya Nadella, Chairman and CEO … Edwin Evans-Thirlwell / Rock, Paper, Shotgun : Dear Microsoft CEO Satya Nadella, please prove that an AI didn't write your insulting, vacuous blog about why you're la...
Source: Microsoft plans to lay off ~9,000 employees, or less than 4% of its workforce, across teams and role types, after cutting ~6,000 in May and 300+ in June
read Phil Spencer's note to staff Bloomberg : Microsoft Cuts 9,000 Workers in Second Wave of Major Layoffs IGN : Microsoft Makes Significant Layoffs Across Gaming Division, Xbox Boss Phil Spencer Conf...
Microsoft says it is on track to invest ~$80B in FY 2025 to build out datacenters to train AI and deploy AI and cloud apps, with 50%+ of the spending in the US
plans to spend tens of billions of dollars to build out AI data center … Rounak Jain / Benzinga : Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025 Minh Le / Tech in Asia : Microsoft ...
BlackRock, GIP, Microsoft, and MGX announce a new AI fund that seeks to raise $30B+ of private equity capital and $100B+ in total investment when including debt
Should we be worried? Louisa Clarence-Smith / The Times : BlackRock and Microsoft to launch $100bn AI infrastructure fund Aaron Holmes / The Information : Microsoft, BlackRock to Launch $30 Billion Fu...
Brad Smith tells a US House committee that Microsoft “accepts responsibility” for the issues the CSRB found, its business in China serves US interests, and more
if they haven't shown good cybersecurity performance Jessica Lyons / The Register : Microsoft answered Congress' questions on security. Now the White House needs to act Sean Lyngaas / CNN : Microsoft ...
Microsoft completes its Activision Blizzard acquisition after a 20-month battle with regulators in the UK and the US; Bobby Kotick will remain CEO through 2023
Combining with Microsoft will enable us to deliver more fun, more joy … BBC : Microsoft completes $69bn takeover of Call of Duty maker Activision Blizzard Tom Warren / The Verge : Read Xbox chief Phil...
US v. Google: Satya Nadella says Google cemented its search dominance via default search deals with Apple and he may have been overenthusiastic about ChatGPT
and Apple could fix it New York Times : Microsoft C.E.O. Testifies That Google's Power in Search Is Ubiquitous Bloomberg : Microsoft CEO Says Google Search Dominance to Give It AI Edge Diane Bartz / R...