Microsoft Teams Up With HubSpot To Help B2B Advertisers

Nvidia, Microsoft, and Micron reported strong AI-driven revenue growth. Nvidia's Q2 revenue rose 106% YoY to $96.2B, Microsoft's Q4 revenue increased 18% YoY to $90.0B, and Micron's Q4 revenue surged 379% YoY to $54.23B. However, capital expenditures grew faster than operating cash flow, raising questions about future returns.

LinkedIn CEO Ryan Roslansky will leave Microsoft at the end of 2026, according to a memo from Microsoft CEO Satya Nadella. Roslansky, who joined LinkedIn in 2009 and became CEO in 2020, oversaw membership growth to 1.3 billion. His departure follows a leadership transition, with COO Dan Shapero now leading LinkedIn. Roslansky cited family life in the Bay Area as a factor in his decision, as the role would require relocation to Redmond, Washington.

EU officials are considering designating Amazon's AWS and Microsoft's Azure as gatekeepers under the Digital Markets Act, potentially forcing changes to their cloud services. The European Commission argues that their market position justifies designation, despite not meeting normal thresholds. If designated, the companies could face new requirements to improve interoperability and reduce switching barriers.

The European Commission is reviewing Amazon (AMZN) and Microsoft (MSFT) to determine if AWS and Azure should be designated as gatekeepers under the EU's Digital Markets Act. The review focuses on customer lock-in and interoperability, with a final decision expected by November 2025.

Amazon Web Services and Microsoft Azure may fall under the EU's Digital Markets Act, according to Bloomberg. The companies could face new interoperability rules and restrictions on customer lock-in, potentially altering their operations in Europe. Regulatory scrutiny may also increase in the US, creating uncertainty.

Ryan Roslansky, Microsoft's EVP for LinkedIn and Microsoft 365, is leaving after 18 years due to family reasons. His departure comes amid a broader organizational shift and a focus on AI-centric software. No direct replacement has been named, with responsibilities split among other executives. Microsoft's future direction for Office and Teams remains unclear.