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Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Microsoft
Microsoft (MSFT) investor relations material
Microsoft Cisco AI Summit 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Cisco AI Summit 2026 summary3 Feb, 2026
Current state and acceleration of AI
AI advancements have accelerated faster than anticipated, with scaling laws and platform capabilities enabling rapid innovation.
There is a significant capabilities overhang, as current AI models are more powerful than their typical use cases.
Software development is experiencing a transformation, with coding agents enabling small teams to achieve much more with fewer resources.
The focus in engineering is shifting from code production to understanding value creation and problem-solving.
Review and quality assurance have become bottlenecks as code generation accelerates.
Changing roles and education in technology
Roles in the software development lifecycle are expected to merge and evolve rapidly.
There is a call to shift computer science education from vocational training to fostering algorithmic thinking and problem decomposition.
The most critical skills will be understanding the broader impact of technology and the curiosity to address complex issues.
Vocational aspects of software engineering will change so radically in the coming years that the field will be unrecognizable.
Societal impact and future scenarios for AI
Demographic shifts, such as declining populations in countries like Japan, will require technological interventions to maintain societal productivity.
AI is seen as a necessary tool to address labor shortages and support aging populations.
The optimistic scenario involves using AI to solve non-zero-sum societal challenges, while the pessimistic scenario involves superficial or distracting uses of AI.
The importance of using AI to serve societal needs rather than for trivial or divisive purposes is emphasized.
What is the current bottleneck in software dev?
What drives continued hyperscaler demand?
How does AI address global population decline?
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- RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m release, and resumed dividends by FY 2028. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed. - 8303
Profit and comprehensive income surged, with public funds fully repaid and TSE Prime listing completed. - EMR
Q1 2026 saw 4% sales growth, 6% EPS growth, and raised guidance, driven by automation demand. - ENPH
Q4 2025 revenue was $343.3M, down sequentially, with Q1 2026 guidance at $270–$300M. - CMG
2025 revenue up 5.4% to $11.9B, net income $1.54B, with new growth strategy launched. - SMCI
Q2 revenue up 123% year-over-year to $12.7B; FY26 guidance raised to at least $40B. - PNI
Record inflows and global expansion drive growth, with major international acquisitions completed.
Next Microsoft earnings date
Q3 202629 Apr, 2026
Microsoft
Next Microsoft earnings date
Q3 202629 Apr, 2026
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Frequently asked questions
Operating Systems Pioneer
Microsoft Corporation is a global technology company that specializes in the development, licensing, and support of a wide range of software products, services, and devices. Its portfolio includes operating systems for computing devices, servers, cloud-based services, business solution applications, software development tools, video games, personal computers, and much more. Microsoft is headquartered in Redmond, Washington, and its shares are listed on the NASDAQ.
Bill Gates and Paul Allen
The story of Microsoft begins in 1975, when the two friends Bill Gates and Paul Allen started a company that would develop and sell software for microcomputers. They had a vision of putting a personal computer in every home, and they believed that software would be the key to making that vision a reality. Their first product was a BASIC interpreter for the Altair 8800, a microcomputer that was popular at the time. The success of this product led to the founding of Microsoft and the development of other programming languages and software.
One of Microsoft's most significant contributions to the tech industry is the development of the Windows operating system. Windows was first released in 1985 and quickly became the dominant operating system for personal computers. This success was due in part to the user-friendly graphical user interface that Windows offered, which made it easier for people to use computers. Windows is still the most widely used operating system for computers, with Apple's MacOS being in second place.
The Software Offerings Today
Microsoft offers a broad spectrum of software products and services catering to individuals, businesses, and developers. These offerings span from productivity and communication tools to cloud computing platforms and development tools. Some of the company's most important software offerings besides its operating systems are as follows:
Microsoft 365 (formerly Office 365): A subscription service that includes access to various Microsoft applications like Word (word processing), Excel, PowerPoint, OneNote, Outlook, and more. It also offers cloud storage through OneDrive.
Microsoft Teams: A communication and collaboration platform that integrates chat, video meetings, file storage (including collaboration on files), and application integration. It's designed for businesses, schools, and other organizations.
Azure: A cloud computing platform offering over 200 products and cloud services. It supports various programming languages, tools, and frameworks, including both Microsoft-specific and third-party software and systems.
Microsoft Hardware
Microsoft has diversified its product line extensively over the years, moving beyond exclusively a software focus to design and manufacture a variety of hardware devices. The company produces and sells various forms of computers and laptops, tablets, and accessories, as well as the Xbox gaming system which directly competes with the Sony PlayStation and Nintendo's various devices.
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