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Xbox's reboot signals hardware-first revival and renewed first‑party focus
technology6 hours ago

Xbox's reboot signals hardware-first revival and renewed first‑party focus

Xbox’s new leadership duo, Asha Sharma and Matt Booty, push a hardware‑driven reboot with renewed console investment and a stronger emphasis on first‑party games, while exploring opportunities beyond the console for non‑hardware players. Sharma says she’ll learn the rationale behind past decisions and will guard a careful AI approach, promising to avoid “slop,” and Booty underscores deep integration of first‑party development with hardware decisions. The changes follow leadership shifts with Phil Spencer’s retirement and Sarah Bond’s departure as the team aims for a bold, 25‑year outlook.

via Eurogamer|
#gaming#hardware#leadership
Xbox isn’t dead, says its co‑creator amid leadership shake‑up
gaming14 hours ago

Xbox isn’t dead, says its co‑creator amid leadership shake‑up

Seamus Blackley, original Xbox co‑creator, says Xbox isn’t dead after likening the appointment of Asha Sharma to a “palliative care doctor,” telling fans he’s asked dozens if the brand will survive and replying with a firm “No.” He says he loves Xbox and nearly died to bring it into existence, while also urging realism and acknowledging that progress requires learning from pain. The comments come as Sharma is set to replace Phil Spencer as head of Xbox and as Sarah Bond departs, signaling ongoing leadership changes.

via Eurogamer|
#asha-sharma#gaming#microsoft
Microsoft Tightens Copilot Privacy by Extending DLP to All Office Docs
technology21 hours ago

Microsoft Tightens Copilot Privacy by Extending DLP to All Office Docs

Microsoft is extending its data loss prevention controls to all Office documents—whether local, SharePoint, or OneDrive—so Copilot cannot process restricted content, with the change rolling out via AugLoop between March and April 2026 and auto-enabling for existing DLP policies; it follows a prior bug that briefly allowed Copilot to summarize confidential emails, and does not change Copilot's capabilities, only how labels are read to enforce DLP.

via BleepingComputer|
#copilot#data-loss-prevention#dlp
Maia 200 Boost for MSFT Fails to Lift Stock Amid Xbox Shakeups
market-news1 day ago

Maia 200 Boost for MSFT Fails to Lift Stock Amid Xbox Shakeups

Goldman Sachs maintains a Buy on Microsoft after the Maia 200 AI inference accelerator is unveiled, praising AI compute advances and keeping a $600 target, even as MSFT shares slip about 2.5% in trading. The Maia 200’s parity with competitors helps MSFT’s AI compute margins narrative, while Xbox leadership shifts (Phil Spencer’s retirement; Asha Sharma’s ascent; Sarah Bond’s departure; Matt Booty’s promotion) signal internal reorganization. Analysts remain bullish with a Strong Buy consensus and an average target around $594, implying roughly 53% upside.

via TipRanks|
#ai#goldman-sachs#maia-200
Microsoft stock teeters at a critical long‑term crossroads as AI concerns weigh shares
business1 day ago

Microsoft stock teeters at a critical long‑term crossroads as AI concerns weigh shares

Microsoft’s stock has fallen about 28% from its October high and sits roughly 3% above its 200-week moving average, a long-run support that has historically preceded rebounds. While near-term patterns of rebounding after touching this level have occurred in the past, investors remain cautious due to AI spending and slower Azure cloud growth versus peers, weighing whether keeping compute in-house could boost longer-term value.

via MarketWatch|
#200-week-moving-average#ai-spending#azure
Xbox's New Era: Hope Mixed With Old Doubts
technology1 day ago

Xbox's New Era: Hope Mixed With Old Doubts

Eurogamer's Chris Tapsell surveys Xbox's post‑Spencer era, noting new Microsoft Gaming head Asha Sharma as a potential beacon of renewal while warning that strategic contradictions, AI hype, and ongoing leadership churn risk undermining long‑term goals and talent retention—even as Nadella urges bold, cross‑device bets for the future.

via Eurogamer|
#ai#gaming#leadership
AI Upside Emerges for Microsoft and Cloudflare, Analysts Say
investing1 day ago

AI Upside Emerges for Microsoft and Cloudflare, Analysts Say

Software stocks have fallen into bear market territory, but Wall Street analysts view Microsoft and Cloudflare as undervalued bets on AI. Median targets imply about 52% upside for Microsoft and 40% for Cloudflare, driven by AI integrations (Azure/OpenAI for Microsoft; fast, secure cloud network for Cloudflare) and solid fundamentals, with a cautious approach to position sizing and potential add-on on dips.

via The Motley Fool|
#ai#cloudflare#investing
Microsoft Signals Xbox Revival With Fresh Gaming Leadership as Executives Exit
technology1 day ago

Microsoft Signals Xbox Revival With Fresh Gaming Leadership as Executives Exit

The Verge reports internal sources say Microsoft is reshaping Xbox leadership to reboot the brand: Asha Sharma will lead Microsoft Gaming as Phil Spencer retires and Sarah Bond leaves, amid criticism of Bond's Xbox Anywhere strategy and ongoing hardware revenue declines; Microsoft reportedly hopes a refreshed leadership can revive the 'renegade' Xbox spirit and drive a turnaround despite broader AI-related cost pressures.

via Eurogamer|
#asha-sharma#microsoft#phil-spencer
Market Crash Playbook: Microsoft, Alphabet, and Amazon
investing1 day ago

Market Crash Playbook: Microsoft, Alphabet, and Amazon

Analyst Keithen Drury argues that in a market downturn, Microsoft, Alphabet, and Amazon are well-positioned to survive and rebound thanks to durable segments: Microsoft’s Office suite and cloud services should remain essential, Alphabet’s advertising will recover after a slowdown, and Amazon’s AWS cloud business provides durable revenue even as core commerce slows.

via The Motley Fool|
#alphabet#amazon#cloud-computing
Xbox at a Crossroads: Billions Spent, Brand Unclear After Leadership Shake-Up
technology2 days ago

Xbox at a Crossroads: Billions Spent, Brand Unclear After Leadership Shake-Up

Microsoft’s Xbox strategy under Phil Spencer—massive investments in Game Pass, cloud gaming, and acquisitions of Bethesda and Activision Blizzard—has been accompanied by layoffs, studio closures, and muddled branding. With Spencer retiring and a leadership reshuffle (Asha Sharma to lead, Sarah Bond leaving), the future direction remains murky: is Xbox a console, a platform across devices, or something else entirely?

via The Verge|
#activision-blizzard#bethesda#game-pass
Xbox Rehires Veteran Craig Cincotta as Chief of Staff to CEO Office
technology2 days ago

Xbox Rehires Veteran Craig Cincotta as Chief of Staff to CEO Office

Craig Cincotta, a former Xbox director of communications, returns after 13 years to become Chief of Staff for Xbox’s Office of the CEO, reporting to new Microsoft Gaming CEO Asha Sharma. The move follows recent leadership changes at Xbox and signals a tighter integration of strategy and AI initiatives across the gaming division, with multiple Chiefs of Staff already serving in different Xbox units.

via Pure Xbox|
#ai#chief-of-staff#microsoft
Xbox reset: Sharma takes over as Spencer retires and Bond exits
tech2 days ago

Xbox reset: Sharma takes over as Spencer retires and Bond exits

Microsoft is reshaping its gaming leadership: Phil Spencer is retiring, Xbox president Sarah Bond is leaving, and AI-focused executive Asha Sharma is promoted to EVP and CEO of Microsoft Gaming to steer Xbox beyond the console era, signaling a strategic reset amid declining hardware revenue and internal debates about Sharma’s gaming experience and the direction of Bond’s ‘Xbox Everywhere’ push.

via The Verge|
#asha-sharma#gaming#leadership