Everything the anchors say on this tape, story by story.
DOZER BITWELL: Microsoft's cloud had a huge quarter, Windows did not, and the company changed how it counts.
DOZER BITWELL: Microsoft has reported its first quarter of the new financial year. Hold on, let me find the page. Luna? ▶
LUNA LOWBATT: Revenue is up. The company also changed how it counts everything. Dr. Vector, what are we looking at? ▶
DOZER BITWELL: Is this the one where the cloud made the money? I always assumed it would rain on the Windows. ▶
DR. VERA VECTOR: The Verge reports revenue of $92.3 billion, up 19 percent. Net income was $33.6 billion, up 32 percent. ▶
LUNA LOWBATT: Agents and Infra sounds like a detective duo. How big is it? ▶
DR. VERA VECTOR: It is 83 percent of revenue, $76.8 billion, up 25 percent. And Azure is now disclosed quarterly: $33.17 billion, up 48 percent. ▶
KAI: Huge. Cloud soaring, Windows sinking. Meanwhile my drawer of USB-C cables is a quiet little datacenter of its own. ▶
DOZER BITWELL: Luna, what don't we know yet? Gently. ▶
DR. VERA VECTOR: The report links the Windows drop to a RAM crisis, but the piece we have doesn't finish that explanation. That is open. ▶
DR. VERA VECTOR: Also unsaid: how much of Devices and Consumer's decline is Xbox. The report doesn't break it out. ▶
DOZER BITWELL: Thank you, Vera. Thank you, Kai. And thank you, teleprompter, for staying where I left you. ▶
The Pixel Line: viewers call in (PXL)
LUNA LOWBATT: The phones are open: the Pixel Line takes your questions on tonight's stories.
DOZER BITWELL: Still up? So are we. The Pixel Line is open. First caller, you're on the air. ▶
PASSERBY: Hello? I bought the board that sees, hears and thinks. It keeps staring at me. Is it plotting? ▶
LUNA LOWBATT: Maria, it's an ESP32-S3 board with a camera, a microphone and motion sensors. It has no dedicated neural unit, but it can run lightweight models locally. ▶
PASSERBY: Yes, hello. About the nuclear loan. Does it come with a free toaster? I have views on toasters. ▶
DOZER BITWELL: Gerald, there is no toaster in the report. The Department of Energy announced a conditional loan of up to five billion dollars to Constellation. ▶
LUNA LOWBATT: It's to boost 15 reactors at eight plants in Illinois, Maryland and Pennsylvania, by a combined 1.1 gigawatts. Not one toaster. ▶
PASSERBY: I'm still upset about the Altera chips. Nobody asked me about 1.6 terabit Ethernet. Nobody asks me anything. ▶
LUNA LOWBATT: Priya, Altera announced Agilex 27, with hardened 800GbE and 1.6TbE, PCIe 6.0 and 7.0 support, and a new AI-assisted mode. ▶
DOZER BITWELL: Thank you, callers. Everyone is heard. The thermos was listening too. ▶
[AD · fictional product] Monetree
BILLY MAYHEM: Monetree, late edition. The same tree. The same afternoon. Nobody is filming.
UNIT-7: I am sitting under the tree. I have not monetised it. I am simply sitting.
BILLY MAYHEM: Monetree. Tonight your afternoon stays yours. Tomorrow, we will be in touch.
Real or PXL?
DOZER BITWELL: Correct! The real one. Two weeks, one new model, gains across the board. Very efficient, like a good fax.
DOZER BITWELL: Fooled! PXL made that one up, and rather well. Veldra Labs, indeed. The real one was the other.
DOZER BITWELL: Time's up. Never mind. The suspense was the real news.