Welcome to the second article in a series on Microsoft shareholder activism. These posts examine why investors, through the power of the stock price, aren't buying the idea that Microsoft has a great future. In this post, one of the top Microsoft securities analysts weighs in, Brendan Barnicle from Pacific Crest Securities. (To summarize his take, "Yeah a lot of people are frustrated … the stock should have grown.").
Microsoft announced its financial results for Q3 of fiscal year 2026, including an update on its gaming Xbox business and more.
Not looking good. Hopefully Asha Sharma is able to turn Phil’s disaster around.
To me it's still quite remarkable how they can cash-in 5.3bn in revenue in a single quarter, since their hardware is basically dead.
The stock mark is what makes Microsoft remarkable, They have convinced every institutional and retail investor to just keep piling money into them. Like many big tech giants they are just a big growing pyramid scheme. As long as people keep dropping money into ETF's that cover the market Microsoft will always be liquid. At the same time it is completely stifling innovation and competition. People need to start being more discreet in how they invest their money as it's killing the system.
Riiiiight because people will just flock back to them for one or two games per year.
15+ years of bad performance is what they call irreparable in business. It is time for them to sell off the assets and get out of entertainment.
These declines are on the back of extra revenue received from releasing games like Forza horizon 5 on PlayStation. So I’m being sarcastic here when I said they should go back to exclusives. Killing off a revenue stream from Ps5 sales will only make things worse
Thanks to the slip-up of an artist working on the title, we now have more evidence that a new Injustice game is in the works.
Spiders: "We're going to cut straight to the chase so you're not left wondering: After a long period without clear answers, we have received confirmation that Spiders is being liquidated.
What does it mean? This means the company as a whole no longer exists. We'll cease our functions immediately. The planned DLC will release via Nacon, and then-- well, that's it.
We're sorry that it's come to this and would like to thank each and every one of you for your support over the years.
If you have any questions or run into issues with your games, please contact Nacon directly as we'll no longer be able to reply."
if they would just spend that money hiring people to make good products and software they wouldn't been in this mess but just like any big corp. they think just buy up anyone that will be a threat and we will win... but in the end there will always be competition no matter how many people you buy out and you're still stuck with nothing good or new to offer. Either start acting like you care MS and make something worth buying that isn't full of bugs or breaks after 6 months or go away
"By trimming the now-nearly $8 billion annually R&D budget, it is their belief that Microsoft frees up cash to do something truly game changing – like purchasing a mobile carrier. "
But the R&D is the game division, MSN, Zune, stuff. I wouldn't mind if they cut the Zune out as it seems to has failed, but leave the game division alone. And MS defenitly does not need a mobile carrier, other companies have that area locked down, it would result in another failure like the Zune.
I knew it, Gates is experimenting with time traveling ostriches again... YOU WILL NOT SUCCEED!!! I shall foil your evil deeds with my dying breath!
MSR literally improves many key computing technologies (like web mining, speech, user interfaces, computer graphics, and so on). I know, since I'm a graduate student, and many of the competitor papers are published by MSR.
Healthy competition is always required for advancement. However currently people are more concerned about their pockets, than the better good.
Uh oh, Microsoft shareholders are pissed with M$ wasting cash on the gaming devision.
Looks like its time to pack the bags and leave before theres a lawsuit.