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☆ Zoom and Salesforce stand to benefit from Microsoft's unbundling of Teams and Office
▼ + stars: | 2024-04-01 | by ( Jordan Novet | ) www.cnbc.com time to read: +4 min

Microsoft's rivals won a reprieve on Monday, when the software giant said it would split up its Teams and Office bundles following scrutiny from European regulators. Analysts at Mizuho Securities wrote in a note on Monday that "while customers believe Zoom is a superior platform vs. Teams" and other vendors, "the bundling of MS Teams to Office 365 has always been enticing for customers to consider Teams." Last year, Microsoft generated almost $53 billion in revenue from Office, including Teams, up about 14% from 2022. Months later, the European Commission disclosed a probe into Microsoft's Teams and Office bundling.

Persons: Microsoft Corporation Satya Nadella, Slack, Satya Nadella, Salesforce, David Schellhase, Slack's, Stewart Butterfield Organizations: Microsoft Corporation, Economic, Salesforce, European Commission, Mizuho Securities, Mizuho, Microsoft, Financial Times, European Union, Microsoft's, CNBC, European Locations: Davos, Switzerland, Europe

Microsoft is accusing The New York Times of "unsubstantiated" claims in the publisher's lawsuit filed in December against OpenAI, a case that could have major implications for the future of generative artificial intelligence. In a motion to dismiss part of the suit on Monday, Microsoft said the Times presented a false narrative of "doomsday futurology" in which OpenAI's ChatGPT chatbot will decimate the news business. "In this case, The New York Times uses its might and its megaphone to challenge the latest profound technological advance: the Large Language Model," attorneys for Microsoft wrote. In its lawsuit, the Times accused OpenAI and Microsoft of copyright infringement and abusing the newspaper's intellectual property in training LLMs. A New York Times spokesperson didn't immediately respond to a request for comment.

Persons: Microsoft Corporation Satya Nadella, OpenAI, didn't Organizations: Microsoft Corporation, Economic, Microsoft, New York Times, OpenAI, Times, The New York Times Locations: Davos, Switzerland, OpenAI

☆ Microsoft CEO Satya Nadella says global consensus on AI is emerging
▼ + stars: | 2024-01-16 | by ( Ryan Browne | ) www.cnbc.com time to read: +1 min

Executive Chairman and CEO of Microsoft Corporation Satya Nadella attends a session during the 54th annual meeting of the World Economic Forum in Davos, Switzerland, January 16, 2024. Microsoft CEO Satya Nadella said Tuesday he sees global consensus emerging when it comes to artificial intelligence, and that, even though regulatory approaches to the tech may differ from one jurisdiction to another, countries are talking about AI in a similar way. Speaking at the World Economic Forum in Davos, Switzerland, Nadella said he feels there is a need for global coordination on AI and agreeing on a set of standards and appropriate guardrails for the technology. "I think [a global regulatory approach to AI is] very desirable, because I think we're now at this point where these are global challenges that require global norms and global standards," Nadella said, speaking in conversation with WEF Chair Klaus Schwab. The Redmond, Washington-based tech giant has put billions of dollars into OpenAI, the firm behind the popular AI chatbot ChatGPT.

Persons: Microsoft Corporation Satya Nadella, Satya Nadella, Nadella, WEF, Klaus Schwab Organizations: Microsoft Corporation, Economic, Microsoft Locations: Davos, Switzerland, Redmond, Washington

[1/2] Chief Executive Officer of Microsoft Corporation Satya Nadella arrives to testify at the northern district of California during a trial as U.S. Federal Trade Commission seeks to stop Microsoft deal to buy Activision Blizzard, in Downtown San Francisco, California, U.S. June 28, 2023.... Acquire Licensing Rights もっと読むWASHINGTON, Sept 28 (Reuters) - Microsoft (MSFT.O) chief executive Satya Nadella is expected to testify on Monday as a witness for the U.S. Justice Department, according to a filing on the docket of its once-in-a generation court fight against Alphabet's (GOOGL.O) Google. THE TAKEThe government is likely to ask Nadella about Microsoft's efforts to expand the reach of Edge and Bing, its browser and search engine, and the obstacles posed by Google's dominance. Google will likely argue that the better quality of its products are the reason for its success rather than illegal behavior. * The clout in search makes Google a heavy hitter in the lucrative advertising market, boosting its profits. Reporting by Diane Bartz; Editing by Howard Goller私たちの行動規範：トムソン・ロイター「信頼の原則」

Persons: Microsoft Corporation Satya Nadella, Satya Nadella, Alphabet's, Diane Bartz, Howard Goller Organizations: Microsoft Corporation, . Federal Trade Commission, Microsoft, Activision Blizzard, U.S . Justice Department, Google, Edge, Bing, Apple Locations: California, Downtown San Francisco , California, U.S, 読む WASHINGTON

That would leave Nintendo (7974.T) and Sony Group (6758.T) out in the cold, the FTC has said. Asked if Microsoft would have any incentive to shut out Sony's PlayStation in order to sell more Microsoft Xbox consoles, Nadella responded: "It makes no economic sense and no strategic sense." To address the FTC concerns, Microsoft has agreed to license "Call of Duty" to rivals. The FTC has asked Judge Jacqueline Scott Corley in San Francisco to temporarily stop the deal from closing in order to allow the agency's in-house judge to decide the case. Resolving the U.S. lawsuit is one of several key antitrust battles Microsoft and Activision have fought around the world.

Persons: Microsoft Corporation Satya Nadella, Read, Satya Nadella, Nadella, Jacqueline Scott Corley, Biden, Bobby Kotick, Diane Bartz, Lincoln Organizations: Microsoft Corporation, . Federal Trade Commission, Microsoft, Activision Blizzard, Federal Trade Commission, Activision, Nintendo, Sony Group, FTC, PlayStation, European Union, Thomson Locations: California, Downtown San Francisco , California, U.S, WASHINGTON, San Francisco

The deal had been announced in January 2022 and the FTC sued to stop it in December last year. Judge Jacqueline Scott Corley in San Francisco pressed FTC lawyers on where their economist got the data to show the deal would harm consumers. The FTC has said that if Microsoft bought Activision, Microsoft would have the incentive and the ability to harm competition in markets related to consoles, subscription game services and cloud gaming. "The harm here is we think is substantial in locking up Activision content," said FTC lawyer James Weingarten. To address the FTC concerns, Microsoft has agreed to license "Call of Duty" to rivals.

Persons: Microsoft Corporation Satya Nadella, Read, Microsoft's, Jacqueline Scott Corley, James Weingarten, Corley, Microsoft's Beth Wilkinson, it's, Satya Nadella, Nadella, Biden, Diane Bartz, Lincoln Organizations: Microsoft Corporation, . Federal Trade Commission, Microsoft, Activision Blizzard, U.S . Federal Trade, Activision, Federal Trade Commission, Nintendo, Sony Group, FTC, PlayStation, Thomson Locations: California, Downtown San Francisco , California, U.S, WASHINGTON, San Francisco, British, Canada

The Federal Trade Commission has asked a judge to stop the proposed acquisition because, it argues, it would give Microsoft, maker of the Xbox console, exclusive access to Activision games, which include the highly popular "Call of Duty." Asked if Microsoft would have any incentive to refuse to allow the games on Sony's PlayStation in order to sell more of its Xbox consoles, Nadella responded, "It makes no economic sense and no strategic sense." To address the FTC concerns, Microsoft has agreed to license the blockbuster "Call of Duty" to rivals. It has also argued that it is better off financially by licensing the games to all comers. Kotick argued there was no incentive for Microsoft, if it closes the deal for Activision, to restrict who offers the company's games.

Persons: Microsoft Corporation Satya Nadella, Satya Nadella, Nadella, Jacqueline Scott Corley, Biden, Bobby Kotick, Kotick, Diane Bartz, Greg Bensinger, Matthew Lewis Organizations: Microsoft Corporation, . Federal Trade Commission, Microsoft, Activision Blizzard, FRANCISCO, Activision, Federal Trade Commission, Nintendo, Sony Group, FTC, PlayStation, Britain's, Markets Authority, Thomson Locations: California, Downtown San Francisco , California, U.S, WASHINGTON, San Francisco, United States, Washington

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