Dina Bass
@dinabass.bsky.social
Bloomberg News Tech Reporter covering Microsoft and AI, Mom, Liverpool FC Fan. Opinions are my own... or my evil twin's.
And CoreWeave shares are off after the company said a delay in supplying a customer will push some revenue out of q4: www.bloomberg.com/news/article...
CoreWeave Revenue Tops Estimates in Sign of Surging AI Demand
Shares of CoreWeave Inc. tumbled after the company lowered its annual revenue forecast due to a delay in fulfilling a customer contract, a setback for a company that’s racing to keep up with the artif...
www.bloomberg.com
November 11, 2025 at 4:32 PM
And CoreWeave shares are off after the company said a delay in supplying a customer will push some revenue out of q4: www.bloomberg.com/news/article...
Nebius says quarterly sales rose 355%, it's signed its second major infra deal -- this one with Meta -- and forecasts it will exit 26 with ARR between $7B and $9B: www.bloomberg.com/news/article...
Nebius Sales Soar as Neocloud Provider Inks AI Deal With Meta
Nebius Group NV third-quarter sales soared by more than 300% as the Dutch neocloud provider announced an artificial intelligence infrastructure deal with Meta Platforms Inc. and predicted rapid growth...
www.bloomberg.com
November 11, 2025 at 4:31 PM
Nebius says quarterly sales rose 355%, it's signed its second major infra deal -- this one with Meta -- and forecasts it will exit 26 with ARR between $7B and $9B: www.bloomberg.com/news/article...
Reposted by Dina Bass
Fans have spent the last two years wondering why Xbox is closing studios, canceling games, raising prices, cutting jobs, and releasing its games on rival PlayStation and Nintendo platforms.
This ambitious 30% profit margin target helps explain many of those moves. www.bloomberg.com/news/article...
This ambitious 30% profit margin target helps explain many of those moves. www.bloomberg.com/news/article...
Microsoft Pushes Xbox Division to Hit Higher Profit Margins
Management’s goal of 30% profit margins for gaming has led to job losses, canceled projects
www.bloomberg.com
October 23, 2025 at 11:05 AM
Fans have spent the last two years wondering why Xbox is closing studios, canceling games, raising prices, cutting jobs, and releasing its games on rival PlayStation and Nintendo platforms.
This ambitious 30% profit margin target helps explain many of those moves. www.bloomberg.com/news/article...
This ambitious 30% profit margin target helps explain many of those moves. www.bloomberg.com/news/article...
Reposted by Dina Bass
OD, the collaboration between Xbox and Hideo Kojima, is still in development, a Microsoft spokesperson tells me.
August 7, 2025 at 5:07 PM
OD, the collaboration between Xbox and Hideo Kojima, is still in development, a Microsoft spokesperson tells me.
(the Ballmer story is linked in Matt and Brody's piece but it basically came about when Steve plunked himself next to me at a shareholder meeting to offer sweary color-commentary on CFO Amy Hood's presentation because he wasn't a fan of commercial cloud run-rate as a metric).
July 31, 2025 at 3:03 PM
(the Ballmer story is linked in Matt and Brody's piece but it basically came about when Steve plunked himself next to me at a shareholder meeting to offer sweary color-commentary on CFO Amy Hood's presentation because he wasn't a fan of commercial cloud run-rate as a metric).
I knew somehow this was your fault.
May 17, 2025 at 2:08 AM
I knew somehow this was your fault.
Sorry try this gift link: www.bloomberg.com/news/feature...
Microsoft’s CEO on How AI Will Remake Every Company, Including His
Nervous customers and a volatile partnership with OpenAI are complicating things for Satya Nadella and the world’s most valuable company.
www.bloomberg.com
May 17, 2025 at 12:04 AM
Sorry try this gift link: www.bloomberg.com/news/feature...