Latest news with #ScottGuthrie
India.com
04-08-2025
- Business
- India.com
Satya Nadella's BIG move, Microsoft stops 30-year-old practice and drops Apple, IBM, Meta, NVIDIA from its list of…
Microsoft CEO Satya Nadella Microsoft has moved from its 30 years old tradition and stopped identifying individual competitors in its annual regulatory filings. They had this practice and had maintained it for decades. The tech giant's 2024 annual report, released Wednesday of 101 pages but does not mention any of its historical adversaries like Apple or IBM, nor does it name new rivals like Anthropic or Databricks. What Was Microsoft's Tradition? In last year's report, Microsoft officially listed over 25 companies as competitors and which was part of the pattern they were following since 1994. However the new report states that Microsoft faces competition across markets like productivity software, PC operating systems, and cloud infrastructure. According to a CNBC report, citing sources the change shows a shift toward categorizing competition by sector rather than by company, aligning with the fast-paced nature of the tech industry. How Apple, Meta, Nvidia Mention Their Rivals? While Microsoft has opted for vagueness, many peers continue to identify their rivals by name. Apple, Meta, and Nvidia still follow the industry norm but they have also moved big names from it. Amazon hasn't named competitors since 1999, Tesla stopped in 2020, and Alphabet dropped the practice in 2022. But Microsoft executives haven't stopped acknowledging rivals altogether. CEO Satya Nadella referenced Amazon during the company's earnings call this week. And in May, Microsoft Cloud and AI head Scott Guthrie indirectly called out AWS for lagging behind in advanced GPU systems, noting that some providers 'still haven't launched a GB200 offering,' a nod to Nvidia's powerful NVL72 systems.
Time of India
03-08-2025
- Business
- Time of India
Microsoft breaks from 30-year tradition of naming rivals in filings
Tech giant Microsoft has ceased naming its competitors in its annual report in a notable shift away from a common corporate disclosure strategy it had followed for 30 years. The company's 2024 annual filing, released earlier this week, does not mention longtime rivals such as Apple and IBM, nor does it cite emerging AI players like Anthropic or Databricks as its 2023 annual report, Microsoft listed more than 25 companies as direct competitors. The company has consistently identified its adversaries in public filings since at least 1994. The same goes for other players in the space, like Apple, Facebook parent Meta and Nvidia, who name their rivals in Windows and CoPilot maker now describes its competitive landscape with references only to categories like productivity software, PC operating systems, and cloud change was intended to reflect the 'fast-moving nature' of today's technology markets, CNBC reported, citing a company spokesperson, with a focus on broader market dynamics rather than individual the omission in official filings, Microsoft executives continue to acknowledge competitors in other forums. CEO Satya Nadella referenced Amazon during the company's recent earnings call. Scott Guthrie, executive vice president of Microsoft's Cloud and AI group, pointedly noted at a May conference that 'some cloud providers, like AWS, still haven't launched a GB200 offering.' The comment referred to Nvidia's GB200 NVL72 systems, which integrate 72 high-powered graphics processing Microsoft is stepping back from naming names, it's not alone in doing so. Amazon hasn't listed competitors in its reports since 1999. Tesla last did so in 2020, and Google's parent company, Alphabet, halted the practice after recently reported a strong June quarter , posting a 24% jump in net income at $27.2 billion, primarily driven by growth in AI and cloud technology. The stronger-than-expected earnings and bullish guidance propelled Microsoft's share, with market capitalisation briefly crossing the $4-trillion mark , making it the second company after Nvidia to achieve the milestone.
Economic Times
03-08-2025
- Business
- Economic Times
Microsoft breaks from 30-year tradition of naming rivals in filings
Tech giant Microsoft has ceased naming its competitors in its annual report in a notable shift away from a common corporate disclosure strategy it had followed for 30 years. The company's 2024 annual filing, released earlier this week, does not mention longtime rivals such as Apple and IBM, nor does it cite emerging AI players like Anthropic or Databricks as its 2023 annual report, Microsoft listed more than 25 companies as direct competitors. The company has consistently identified its adversaries in public filings since at least 1994. The same goes for other players in the space, like Apple, Facebook parent Meta and Nvidia, who name their rivals in filings. The Windows and CoPilot maker now describes its competitive landscape with references only to categories like productivity software, PC operating systems, and cloud infrastructure. The change was intended to reflect the 'fast-moving nature' of today's technology markets, CNBC reported, citing a company spokesperson, with a focus on broader market dynamics rather than individual players. Despite the omission in official filings, Microsoft executives continue to acknowledge competitors in other forums. CEO Satya Nadella referenced Amazon during the company's recent earnings call. Scott Guthrie, executive vice president of Microsoft's Cloud and AI group, pointedly noted at a May conference that 'some cloud providers, like AWS, still haven't launched a GB200 offering.' The comment referred to Nvidia's GB200 NVL72 systems, which integrate 72 high-powered graphics processing units. While Microsoft is stepping back from naming names, it's not alone in doing so. Amazon hasn't listed competitors in its reports since 1999. Tesla last did so in 2020, and Google's parent company, Alphabet, halted the practice after 2022. Microsoft recently reported a strong June quarter, posting a 24% jump in net income at $27.2 billion, primarily driven by growth in AI and cloud technology. The stronger-than-expected earnings and bullish guidance propelled Microsoft's share, with market capitalisation briefly crossing the $4-trillion mark, making it the second company after Nvidia to achieve the milestone. Also Read: Microsoft layoffs: Job cuts weigh heavily on me, says CEO Satya Nadella
Time of India
01-08-2025
- Business
- Time of India
Microsoft stops 30-year-old practice and drops Apple, IBM, Meta, Nvidia from this its list of ...
Microsoft has opted not to name its rivals in its latest annual report, in a significant shift from a nearly 30-year tradition, a report has pointed out. The 101-page document, released this week, contains no direct references to competitors like Apple, Google and IBM, nor newer private challengers such as Anthropic or Databricks. This marks a notable departure for the 50-year-old technology giant, which has listed its competitors in annual reports since at least 1994. Last year's report, for instance, explicitly designated over 25 companies as rivals. What is the 'Big change' that Microsoft has brought in its annual report Instead of specific names, Microsoft's latest report broadly states that it 'faces competition in a wide variety of markets,' including productivity software, PC operating systems and cloud infrastructure. A Microsoft spokesperson informed CNBC that this updated format aims to address larger categories. 'The new format reflects the fast-moving nature of the markets in which the company operates', CNBC cited a company spokesperson as saying. Previously, these specific disclosures offered insights into how companies positioned themselves against the software titan. In a notable shift just last year, Microsoft even began referring to key partner OpenAI as a competitor after the AI startup launched a web search feature. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Moose Approaches Girl At Bus Stop In Chittagong - Watch What Happens Happy in Shape Undo Despite this change in official documentation, Microsoft executives continue to track and comment on rival developments. CEO Satya Nadella referenced Amazon during Microsoft's earnings call. Similarly, Scott Guthrie, executive vice president of Microsoft's cloud and AI group, referred to Nvidia's powerful GB200 NVL72 systems. Tech giants that name and do not specifiy their competitors The this practice of not naming isn't universally followed. For example, according to CNBC, Microsoft's omission breaks from a common industry practice still observed by peers like Apple, Meta and Nvidia, all of whom continue to name companies they compete against. Meanwhile, Amazon hasn't identified competitors in its annual reports since 1999, Tesla stopped in 2020, and Alphabet (Google's parent) ceased after 2022. The new approach to competitive disclosure comes as Microsoft's shares climbed, pushing the company's market capitalisation past the $4 trillion mark. AI Masterclass for Students. Upskill Young Ones Today!– Join Now
CNBC
31-07-2025
- Business
- CNBC
Microsoft ends tradition of naming competitors in regulatory filings
Microsoft has abandoned a decades-long tradition of calling out the names of its rivals in regulatory documents. When the 50-year-old technology company released its annual report Wednesday, the 101-page document contained zero references to longtime foes Apple and IBM. Nor did it mention privately held challengers such as Anthropic or Databricks. Last year's Microsoft annual report officially designated over 25 companies as competitors. The names of Microsoft's enemies have appeared in its annual reports at least since 1994. The omission means Microsoft is breaking from a common industry practice. Apple, Meta and Nvidia all namedrop the companies they go up against. It's not universally followed, though. Amazon has not identified competitors in annual reports since 1999. Tesla last did it in 2020, and Alphabet halted after 2022. Now, Microsoft just says it faces competition in a wide variety of markets, including productivity software, PC operating systems and cloud infrastructure. The more specific disclosures helped to show where companies stood with the biggest name in software. In 2024, Microsoft started referring to key partner OpenAI as a competitor, after the artificial intelligence startup introduced a web search feature. A Microsoft spokesperson told CNBC that the company updated the competition portion of the annual report to address larger categories. The new format reflects the fast-moving nature of the markets in which the company operates, the spokesperson said. That's not to say Microsoft executives have stopped tracking developments at other technology companies. CEO Satya Nadella referred to Amazon on Microsoft's earnings call on Wednesday. Scott Guthrie, executive vice president of Microsoft's cloud and AI group, said at a conference in May that "there are some cloud providers, like AWS, that still haven't launched a GB200 offering." Nvidia's GB200 NVL72 systems include 72 interconnected graphics processing units. Microsoft shares climbed Thursday, a day after the company issued quarterly results and guidance that came in better than expected. The stock move sent the company's market capitalization past the $4 trillion mark.
