Windows Weekly 788: A Mai Tai of Headwinds

Intel down, AMD up, the Windows 10 22H2 mystery continues

Windows 10 22H2

• Microsoft enters the final test phase for Windows 10 22H2 before rollout - but doesn't announce what the new features are
• Microsoft said information about the "scoped features" will come later 

Windows 11

• Dev channel got a new build today with Game Pass widget
• Beta Channel gets two new builds because of course it does
• Windows Subsystem for Android to get gamepad support

Microsoft 365

• Outlook Lite arrives for low-end Android devices
• Uber emails are crashing Outlook
• Teams for Apple silicon Macs is rolling out 'in the coming months'

More Earnings Learnings

• Apple: All businesses but iPhone and Services were down, and Services growth was half that of the past year, and they lost subscribers
• Amazon: Net loss because of Rivian investment, but AWS revenues jumped 33 percent YOY to $19.74 billion
• Intel: Net loss of $454 million on revenues of $15.3 billion, a decline of 22 percent year-over-year. Why? PCs
• AMD: Net income of $447 million on revenues of $6.6 billion in the quarter ending June 25, 2022
• Microsoft added more than 40,000 employees in the last year and is now well over 200K employees

Xbox & Gaming

• Activision Blizzard limps through the quarter, and Microsoft disses them to pass regulatory approval
• Google is not killing Stadia. Yet
• Amazon Luna heads to 2022 Samsung Smart TVs
• PS5 sales plummet, but Sony finalizes Bungie acquisition
• Nintendo misses on earnings, sales down 4.7 percent

Tips & Picks

• Tip of the week: Buy the PC you need, not the PC you might need
• App pick of the week: VMWare Fusion 22H2 for Mac
• Enterprise pick of the week: More Microsoft Defender products for defending all the things
• Codename pick of the week: Oasis
• Beer pick of the week: Deciduous Lollipop Forest

Hosts: Leo Laporte, Mary Jo Foley, and Paul Thurrott

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