<?xml version="1.0" encoding="UTF-8"?><rss version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd"><channel><title>Microsoft Daily</title><link>https://company-daily.otnarat.workers.dev/companies/microsoft/</link><description>A daily operating record of Microsoft across Azure, AI, Copilot, developer tools, security, Windows, gaming, enterprise software, capital spending, partnerships, regulation, and financial performance.</description><language>en-us</language><itunes:author>Company Daily</itunes:author><itunes:explicit>false</itunes:explicit><itunes:image href="https://company-daily.otnarat.workers.dev/assets/company-daily-cover.jpg"/><image><url>https://company-daily.otnarat.workers.dev/assets/company-daily-cover.jpg</url><title>Microsoft Daily</title><link>https://company-daily.otnarat.workers.dev/companies/microsoft/</link></image><lastBuildDate>Thu, 17 Sep 2026 12:28:45 GMT</lastBuildDate><item><title>September 17, 2026: Microsoft keeps tightening AI pricing, packaging, and controls</title><link>https://company-daily.otnarat.workers.dev/companies/microsoft/2026-09-17/</link><guid isPermaLink="true">https://company-daily.otnarat.workers.dev/companies/microsoft/2026-09-17/</guid><pubDate>Thu, 17 Sep 2026 12:00:00 GMT</pubDate><description>Microsoft’s latest updates are incremental but consistent: tighter AI spend controls in GitHub, clearer cost-quality tiers, a new government Microsoft 365 bundle, and more emphasis on local AI on Windows. The big financial baseline is still July 29, with no newer earnings release on the investor homepage. AI-generated narration when audio is present.</description><category>Microsoft Daily</category><itunes:author>Microsoft Daily</itunes:author><itunes:duration>360</itunes:duration><itunes:explicit>false</itunes:explicit><enclosure url="https://company-daily.otnarat.workers.dev/audio/microsoft/2026-09-17/388d6954f226ad61283e8d64c782a23f963d4f9d98f7cd65778ecb576d8ab760.mp3" length="5739712" type="audio/mpeg"/></item><item><title>September 15, 2026: Microsoft resets its AI scorecard</title><link>https://company-daily.otnarat.workers.dev/companies/microsoft/2026-09-15/</link><guid isPermaLink="true">https://company-daily.otnarat.workers.dev/companies/microsoft/2026-09-15/</guid><pubDate>Tue, 15 Sep 2026 12:00:00 GMT</pubDate><description>Microsoft’s latest news is less about a single quarter and more about how the company is reorganizing its reporting, billing, and infrastructure around AI. The big questions now are Azure demand versus power supply, and whether Copilot monetization is becoming more measurable. 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AI-generated narration when audio is present.</description><category>Microsoft Daily</category><itunes:author>Microsoft Daily</itunes:author><itunes:duration>360</itunes:duration><itunes:explicit>false</itunes:explicit><enclosure url="https://company-daily.otnarat.workers.dev/audio/microsoft/2026-09-14/e67f7f9a654feda91e1542e24ee692b0411df818744af0b3265358f5b5aa7c0f.mp3" length="5760185" type="audio/mpeg"/></item><item><title>September 12, 2026: Microsoft resets its reporting lines</title><link>https://company-daily.otnarat.workers.dev/companies/microsoft/2026-09-12/</link><guid isPermaLink="true">https://company-daily.otnarat.workers.dev/companies/microsoft/2026-09-12/</guid><pubDate>Sat, 12 Sep 2026 12:00:00 GMT</pubDate><description>Microsoft has filed a new segment structure that will take effect in fiscal 2027, while recent earnings, Foundry updates, GitHub billing changes, and Xbox partnerships keep pointing to the same theme: AI demand is still strong, but infrastructure, monetization, and product packaging are all being reworked around it. AI-generated narration when audio is present.</description><category>Microsoft Daily</category><itunes:author>Microsoft Daily</itunes:author><itunes:duration>330</itunes:duration><itunes:explicit>false</itunes:explicit><enclosure url="https://company-daily.otnarat.workers.dev/audio/microsoft/2026-09-12/a54bfd8023d4092e424a25eceb82843ca4f1f1ed94648dc648cd6cb279c4447b.mp3" length="5557057" type="audio/mpeg"/></item><item><title>September 1, 2026: GitHub changes billing as Microsoft’s AI buildout stays the bigger question</title><link>https://company-daily.otnarat.workers.dev/companies/microsoft/2026-09-01/</link><guid isPermaLink="true">https://company-daily.otnarat.workers.dev/companies/microsoft/2026-09-01/</guid><pubDate>Tue, 01 Sep 2026 12:00:00 GMT</pubDate><description>Microsoft’s freshest operating signal is a GitHub monetization and model-policy shift that starts today, while the broader company scoreboard still hinges on Azure capacity, Copilot adoption, and datacenter financing. AI-generated narration when audio is present.</description><category>Microsoft Daily</category><itunes:author>Microsoft Daily</itunes:author><itunes:duration>330</itunes:duration><itunes:explicit>false</itunes:explicit><enclosure url="https://company-daily.otnarat.workers.dev/audio/microsoft/2026-09-01/2be63f77ba09056a3d43e7df490050acb266e63233f8b9fdc21b267941349072.mp3" length="5307277" type="audio/mpeg"/></item><item><title>August 31, 2026: Microsoft’s AI features keep shipping, but capacity is still the key question</title><link>https://company-daily.otnarat.workers.dev/companies/microsoft/2026-08-31/</link><guid isPermaLink="true">https://company-daily.otnarat.workers.dev/companies/microsoft/2026-08-31/</guid><pubDate>Mon, 31 Aug 2026 12:00:00 GMT</pubDate><description>Microsoft’s latest update is incremental, not transformative: product releases and partner deals keep expanding Copilot and Xbox reach, while the main unresolved question remains whether Azure capacity is keeping up with demand. 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The bigger unresolved question is still whether Azure demand and datacenter capacity are staying in balance. AI-generated narration when audio is present.</description><category>Microsoft Daily</category><itunes:author>Microsoft Daily</itunes:author><itunes:duration>330</itunes:duration><itunes:explicit>false</itunes:explicit><enclosure url="https://company-daily.otnarat.workers.dev/audio/microsoft/2026-08-28/dda060afb3af7599d1dba8e59bff8de2058e3ec07e0ae27e05a0efca962ebd7a.mp3" length="5225772" type="audio/mpeg"/></item><item><title>August 27, 2026: Microsoft’s AI capacity and Copilot signals stay constructive</title><link>https://company-daily.otnarat.workers.dev/companies/microsoft/2026-08-27/</link><guid isPermaLink="true">https://company-daily.otnarat.workers.dev/companies/microsoft/2026-08-27/</guid><pubDate>Thu, 27 Aug 2026 12:00:00 GMT</pubDate><description>Microsoft’s latest signals are still incremental, but they point in the same direction: more AI capacity coming online, more model control inside GitHub Copilot, and another enterprise AI partnership. The financial baseline is still the July 29 earnings release, so the open question remains how fast these product and infrastructure moves show up in Azure growth and Copilot monetization. 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No new earnings or major legal headline changed the July 29 baseline, but several product and infrastructure signals continue to point the same way. 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The episode focuses on Azure capacity, Copilot economics, Databricks, Cosmos DB, and Windows 365, while keeping the unresolved questions on cloud demand and monetization front and center. AI-generated narration when audio is present.</description><category>Microsoft Daily</category><itunes:author>Microsoft Daily</itunes:author><itunes:duration>330</itunes:duration><itunes:explicit>false</itunes:explicit><enclosure url="https://company-daily.otnarat.workers.dev/audio/microsoft/2026-08-24/75fe24b6285a1f6cec5896e6ca96c168b2d2d10617f46fcb84799d4387ba3eb9.mp3" length="5183983" type="audio/mpeg"/></item><item><title>August 21, 2026: Microsoft’s AI buildout is still outrunning the rest of the company</title><link>https://company-daily.otnarat.workers.dev/companies/microsoft/2026-08-21/</link><guid isPermaLink="true">https://company-daily.otnarat.workers.dev/companies/microsoft/2026-08-21/</guid><pubDate>Fri, 21 Aug 2026 12:00:00 GMT</pubDate><description>Microsoft’s latest signals point to continued Azure and Copilot momentum, but also to heavy capital intensity and mixed performance outside cloud. Today’s episode focuses on what changed in the latest earnings and recent product and region updates. AI-generated narration when audio is present.</description><category>Microsoft Daily</category><itunes:author>Microsoft Daily</itunes:author><itunes:duration>360</itunes:duration><itunes:explicit>false</itunes:explicit><enclosure url="https://company-daily.otnarat.workers.dev/audio/microsoft/2026-08-21/35e36023f2afdd9ae45d9b4f7c25e0dc6c6e9277fa4f181ffd81c32846ea3e1c.mp3" length="5923765" type="audio/mpeg"/></item></channel></rss>