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Top 25 Microsoft Articles on Substack

Latest Microsoft Articles







Mastering Microsoft Entra ID: Real-World Passkey Deployment Tips

Passkey Rollout Secrets + nOAuth, Silver SAML & ConsentFix
In this episode, we sit down with Eric Woodruff, Chief Identity Architect at Semperis, to discuss the reality of achieving a 100% phishing-resistant environment. Over the course of just three months, Eric led a 600-person organization through a complete rollout of passkeys, Windows Hello for Business, and Platform SSO. This conversation moves beyond the…
Merill Fernando βˆ™ 2 LIKES






Meta Vs. Microsoft vs. Google

Plus: Meta Vs. Microsoft vs. Google
The next AI era is here, and it requires living in the real world. AI needs us to wear it, move with it, and even drive it. Why? Because the next breakthrough isn’t more text, it’s massive amounts of real-world video and sensor data. Tech giants are now in a high-stakes race for both profitability and dominance, competing to capture physical data at sca…
Yaro Celis βˆ™ 2 LIKES βˆ™ 2 RESTACKS
@colleenkenny's avatar
@colleenkenny
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Everyone's obsessed with making robots move around and do stuff, but the real unlock is voice AI. We spent 100,000 years just talking to each other before we invented writing. Voice carries all the emotional context that text completely misses. Way easier to scale than robotics, way higher ROI on the emotional intelligence problem.

Various Earning Reviews

ASML, Meta, Microsoft & Tesla
ASML Without much surprise, ASML delivered a massive quarter and gave reassurances that the coming quarters and years will be equally strong.
The Few Bets That Matter βˆ™ 2 LIKES βˆ™ 1 RESTACKS

Meta And Microsoft

Great Earnings But Different Results
On the heels of strong fourth-quarter earnings reports, Microsoft is opening down 8%, while Meta is trading up 10%. Microsoft topped expectations for earnings and revenues. However, there is some concern about its total cloud revenue. They reported cloud revenue of 26% versus expectations of 28-29%. That said, their leading cloud computing product, Azur…
SimpleVisor βˆ™ 4 LIKES



A Question of Intelligence

Policing, Politics and Microsoft Copilot
An intelligence officer tries to explain AI to Craig Guildford.
Dominic Adler βˆ™ 32 LIKES βˆ™ 2 RESTACKS
Rob R's avatar
Rob R
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Dominic I don’t know where you get the energy from to write so many truisms. The police β€˜service’ has been ruined much like the β€˜probation’ service by enormously stupid politicians enacting stupid legislation. It’s difficult to point the finger at which party, Conservative or Labour has been the worst culprit. As you say, the future is bleak as we can’t go back to how it once was (much the pity). It’s probably why so many people are exercising themselves so much about getting rid of both of them from the political landscape.
Jon Martin's avatar
Jon Martin
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Every word the truth there.
I had a brief stint looking after a District Intelligence Unit
Could have been an amazing tool to terrify the criminals and put away bad people.
Instead an office churning out graphs and tables to be discussed during a relentless meeting cycle.

User's avatar
Jan 30

Microsoft 2QFY26 Earnings: The Portable Perimeter

Microsoft's bet that governance matters more than where AI runs
TL;DR AI dissolves the UI perimeter. Autonomous agents bypass applications entirely, forcing control to migrate from interfaces to identity, permissions, and audit.
Nikhs βˆ™ 5 LIKES βˆ™ 1 RESTACKS



Daily Market Trading Update: January 30, 2026

Meta And Microsoft: Great Earnings But Different Results
On the heels of strong fourth-quarter earnings reports, Microsoft is opening down 8%, while Meta is trading up 10%. Microsoft topped expectations for earnings and revenues. However, there is some concern about its total cloud revenue. They reported cloud revenue of 26% versus expectations of 28-29%. That said, their leading cloud computing product, Azur…
Lance Roberts βˆ™ 4 LIKES



Weekly Eurobond Commentary

30/01/2026 - Microsoft Leads Cross Asset Sell-Off
MARKETS => Microsoft’s 11% Tumble Yesterday Triggers Cross Asset Flush
Zuriel Makele βˆ™ 6 LIKES
The Golden Era's avatar
The Golden Era
β€’
Another great article, will be interesting to see the impact of the fall in Microsoft shares!