Microsoft earnings

• Microsoft delivered another blockbuster FY and FYQ4.
• Analysis: FY19 - Xbox (bad), Surface (not the highlight people think), Windows (good, with businesses only), Office 365 (great) and Azure is ... slowing?. The big news: More Personal Computing is not Microsoft's biggest BU for the first time. Entire business in balance for now.

Antitrust

• Apple, Amazon, Facebook and Google come under DOJ scrutiny
• Qualcomm is fined by the EU
• Will Microsoft continue to avoid the steely gaze of regulators?

The weirdness that is Windows 10 20H1

• Remember when Microsoft released a 19H2 build with unavailable new features last week? Yeah, some of them are available now. In a new build for some reason.
• And then they released another build, this time with one new feature
• Also, Windows Defender will become Microsoft Defender in 20H1

Plus...

• Microsoft accidentally deployed a Canary (?) build of Windows 10 to all Insiders and it shows the Lite OS Start menu with no live tiles
• Microsoft invests $1 billion in AI! OK, just kidding.
• LinkedIn to finally start using Microsoft technology. It's the least they can do, literally.
• Microsoft makes changes, again, to how it licenses Dynamics 365

Xbox

• Gears 5 multiplayer beta hits again this weekend
• Mixer commits to civility
• Fortnite controller (not) arriving just in time for Fortnite World Cup

Tips and Picks

• Tip of the week: Eloquent JavaScript
• App pick of the week: VirtualBox
• Enterprise pick of the week: Data-sharing agreements/licenses
• Naming pick of the week: Office Online is no more
• Beer pick of the week: Transmitter Hx Raspberry Sour

Hosts: Mary Jo Foley, Paul Thurrott, and Jason Howell

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