Techmeme: To focus on services, Microsoft should split in two and make the Windows business a separate company (Ben Thompson/stratechery)

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July 22, 2014, 4:25 PM

Top News

Richard Lai / Engadget:

Xiaomi's latest phone gets a steel frame, IR blaster and top specs for just $320 — Having sold 26.11 million phones in the first half of this year, the beast from the East that is Xiaomi is back again with a new flagship Android phone: the MI4. For the first time ever …

Kaylene Hong / The Next Web:

Xiaomi announces its first wearable device, a $13 fitness band — Popular Chinese smartphone manufacturer Xiaomi has joined the wearables fray as it unveiled today its very first wearable device, a fitness band for only CNY79 ($13). — The Mi Band features sensors for tracking various health metrics …

More: The Verge, CNET, Engadget, SlashGear, CIO.com, TechCrunch, 9to5Google and Connectedly

Vlad Savov / The Verge:

‘One more thing’: ex-Google exec says his Chinese employer is no Apple ripoff — “We're not copying Apple's products. End of story.” — A man wearing a black top and denim jeans stands on stage promising to unveil “one more thing.” As much as that might sound like the familiar finale …

More: Daring Fireball, Hugo Barra, Re/code, PandoDaily, iPhone in Canada Blog, BetaNews, Business Insider, 9to5Mac, Phandroid, GadgeTell and The Next Web

Tweets: @sascha_p, @kevinroose, @llsethj, @fromedome and @joshuatopolsky

Mikey Campbell / AppleInsider:

Apple granted comprehensive ‘iTime’ smartwatch patent with in-strap circuitry, arm gesture support — In one of the clearest signs that Apple is — and has been — working on a smartwatch device, the Cupertino company was on Tuesday granted a patent for a wrist-worn wearable …

Sarah Perez / TechCrunch:

Amazon Quietly Launches Its Consumer-Facing Mobile Wallet App, Amazon Wallet — Amazon's first attempt at its own mobile wallet application, designed for use at the point-of-sale, has made a quiet debut on the Amazon Appstore and on Google Play. However, the current implementation of the new …

More: BetaNews, The Next Web, VentureBeat, Wall Street Journal, PandoDaily, GeekWire, TechHive, Gizmodo, Engadget, Electronista, The Verge, Android Police, 9to5Google, Business Insider, Android News, Rumours …, Android Central and WebProNews. Tweets: @chriswelch

Ben Thompson / stratechery:

To focus on services, Microsoft should split in two and make the Windows business a separate company — It's Time to Split Up Microsoft — To understand why so many serious Microsoft observers were encouraged by Satya Nadella's week-ago memo Bold Ambition and Our Core,1 it's useful …

More: Stowe Boyd. Thanks:@pavanrajam

Microsoft:

Microsoft Cloud Growth Drives Strong Fourth-Quarter Results — REDMOND, Wash. — July 22, 2014 — Microsoft Corp. today announced revenue of $23.38 billion for the quarter ended June 30, 2014. Gross margin, operating income, and diluted earnings per share ("EPS") for the quarter were $15.79 billion …

More: ZDNet, Re/code, Gigaom, Engadget, VentureBeat, The Verge, Tech Trader Daily, BGR, Business Insider, Bloomberg, Wall Street Journal and Windows Phone Central

Tweets: @bdsams, @dinabass, @fmanjoo and @fxshaw

Alex Wilhelm / TechCrunch:

Microsoft Reports $23.38B FQ4 Revenue Including $2B In Phone Top Line, Misses With EPS Of $0.55 — Today after the bell Microsoft reported its fiscal fourth quarter performance, including revenue for the period of $23.38 billion and earnings per share of $0.55.

Colleen Taylor / TechCrunch:

Timehop, The App That Works As A Digital Time Capsule, Raises $10M Led By Shasta Ventures — Timehop, the app that serves as a personal “today in history” memo by surfacing your social networking photos and posts from a year ago or more, has raised $10 million in new funding.

More: Re/code and VentureBeat. Tweets: @bryce

Hillary Reinsberg / BuzzFeed:

One of the most-viewed YouTube channels worldwide is a woman unboxing toys for toddlers — YouTube's Biggest Star Is An Unknown Toy-Reviewing Toddler Whisperer — Is it possible an unknown, one-woman toy-reviewing YouTuber called “Disney Collector” is making more money than most CEOs?

More: Guardian. Tweets: @pkafka

TechCrunch:

Nvidia's Shield Tablet And Shield Controller Look To Offer No-Compromise Mobile Gaming — The Nvidia Shield was a first attempt by graphics chip- and card-maker Nvidia, but it gave the company a taste for building gadgets that wouldn't go away, so now they're back with the Shield Tablet …

More: NVIDIA, The Register, Digital Trends, The Verge, Engadget, Gigaom, VentureBeat, CNET, SlashGear, AnandTech, Re/code, LAPTOP Magazine, PC World, The Next Web, Ars Technica, Gizmodo, Forbes and ZDNet

Tweets: @nvidia, @benbajarin and @nchan

Wall Street Journal:

Apple asks manufacturers to supply between 70M-80M 4.7-inch and 5.5-inch iPhones by December 30 — Next iPhone Will Offer Bigger Screens — Apple Tells Suppliers to Gear Up for 4.7-inch and 5.5-Inch Screen Sizes — Apple Inc. is preparing for its largest initial production run of iPhones …

Deborah Gage / Wall Street Journal:

Application performance management company AppDynamics raises $120M at $1B valuation, plans eventual IPO — AppDynamics Raises $120M, Valued at $1 Billion for Corporate Software — AppDynamics Inc., whose software monitors how applications are performing in order to help companies avoid bottlenecks …

More: VatorNews, PE Hub Blog, StrictlyVC, bizjournals, SiliconANGLE, Bloomberg, MarketWatch, Reuters, Forbes and VentureBeat. Tweets: @jeremysliew

Rene Ritchie / iMore:

Apple reaffirms it has never worked with any government agency to create a backdoor in any product or service — On July 18, Jonathan Zdziarski, a former iOS jailbreaker and current iOS forensic scientist and law enforcement consultant, gave a talk at the HOPE X conference in New York City.

More: Macworld, CNET, The Loop, Inquirer, MacDailyNews, MacRumors, 9to5Mac, TUAW, BGR, SecurityWeek, Nextgov, iPhone Hacks, Electronista, AppleInsider, Jonathan Zdziarski's Domain, The Register, ScienceDirect, Fox News, iPhone in Canada Blog, iMore and App Advice. Tweets: @tim. Thanks:@srikardr

Tom Brewster / Guardian:

Researchers: Lawyers blocked our Black hat demo on de-anonymising Tor — Shelved Black Hat presentation would have explained why you don't have to be the NSA to break Tor — The Tor network promises online privacy by routing users' internet traffic through a number of servers - or layers - while encrypting data.

More: lists.torproject.org …, Black Hat, Ars Technica, Reuters, PC Magazine, The Tor Blog blogs, ZDNet, PandoDaily, Softpedia News, SecurityWeek and Network World

Juli Clover / MacRumors:

Intel Launches New Core i5, i7 Haswell Processors Possibly Slated for Retina MacBook Pro Refresh — Intel yesterday launched new Haswell processors designed for high-end notebooks, which could be slated for use in an upcoming refresh of the 13 and 15-inch Retina MacBook Pro models.

More: CPU-World, Redmond Pie, Softpedia News, Electronista, 9to5Mac and AppleInsider

Mary Jo Foley / ZDNet:

Microsoft appoints former Best Buy exec to head its Consumer Channels Group — Summary: Microsoft has brought in a former Best Buy exec to head its Consumer Channels Group, which handles sales and marketing relationships with OEMs, operators and retail partners.

More: WinBeta and Neowin

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