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Winsage
July 10, 2026
Windows' market share has dropped to 56.61% as of June 2026, falling below the 60% threshold. The "Unknown" category accounts for 21.45% of the market share, while Windows' adjusted market share, excluding unidentified visitors, is 72%. In June 2025, Windows held a 70.13% share, with "Unknown" at 9.17%. Over the past year, Windows' market share decreased from 77.22% to 72%, Linux rose from 4.50% to 5.59%, and Apple increased from 16.90% to 20.87%. As of early July 2026, the "Unknown" segment has surged to 23.67%. StatCounter's data collection has faced inaccuracies, with revisions possible for 45 days. The rise of Linux is noted as a significant trend, influenced by compatibility with Windows games and changes in Windows support.
Winsage
June 28, 2026
The Italian antitrust authority, AGCM, has launched an investigation into Microsoft 365 for allegedly guiding users toward pricier subscription tiers by integrating AI tools like Copilot and Designer without explicit user consent. Microsoft has stated it will cooperate with the investigation. Last year, Australia’s consumer watchdog made a similar complaint regarding hidden costs related to Copilot during contract renewals. Despite this scrutiny, Microsoft shares rose to €327.90, a 5.71% increase, following a shift in investor sentiment towards AI-software firms. Microsoft also extended its Extended Security Updates (ESU) program for Windows 10 until October 2027, allowing users to delay transitioning to Windows 11, which could hinder hardware sales. The stock remains down nearly 19% year-to-date and is trading below key moving averages. The ongoing regulatory investigation and sluggish Windows upgrade cycle present challenges for Microsoft’s growth.
Winsage
June 28, 2026
Microsoft shares rose 5.71% to close at €327.90 on Friday, recovering from a 52-week low of €307.10 earlier that day. The company reported revenue of €82.9 billion in its latest quarterly earnings, an 18% year-on-year increase, driven by cloud and AI services. On June 22, Chevron announced a 20-year power purchase agreement with Microsoft for approximately 2.67 gigawatts of capacity for a data center, with the first power delivery expected in 2028. Microsoft extended its Extended Security Updates program for Windows 10 home users by another year, pushing the final security patch deadline to October 2027. The stock's closing price is only 6.77% above its 52-week low, with a 50-day moving average at €352.96 and a 200-day average at €383.98. The relative strength index is at 43, indicating no strong momentum.
AppWizard
June 19, 2026
The Indian government has temporarily restricted access to the Telegram messaging platform, leading to a significant increase in demand for VPN services and alternative communication applications. On the day the restriction was implemented, VPN app downloads in India reached a record high since the start of 2025, with daily downloads rising by 49% from an average of 139,000 to 208,000. Proton VPN saw a 113% increase in downloads on the Apple App Store and a 64% rise on Google Play, while Windscribe reported an 89% increase in downloads. Additionally, downloads of the Signal app surged by 322% on Google Play and by 72% in the App Store, and Viber downloads increased by 216%. The government's decision to restrict Telegram was made to combat fraudulent activities related to the NEET entrance exam.
Winsage
June 1, 2026
Microsoft's stock has nearly recovered from year-to-date losses, driven by Azure growth, advancements in AI, and developments at Computex. NVIDIA and Microsoft announced a collaboration for an Arm-based Windows future. NVIDIA introduced the N1X chipset, promising RTX graphics and compatibility with all Windows applications, showcased through demonstrations of Forza Horizon 6 and 007 First Light. The upcoming Surface Laptop Ultra will leverage the N1X's power. Microsoft's stock rose 3% following the N1X announcement, while AMD and Intel shares declined. Analysts are optimistic about Microsoft's trajectory, especially with the adoption of Copilot and its position in AI-oriented PC hardware. However, rising memory prices due to AI infrastructure expansion have dampened consumer confidence. Speculation suggests the Surface Laptop Ultra could be priced at ,999.99 or higher. Concerns exist about the sustainability of the AI build-out and potential fiscal risks for Microsoft and its peers.
AppWizard
May 29, 2026
Xbox CEO Asha Sharma indicated a strategic shift in Game Pass pricing, noting that a price reduction has effectively increased consumer interest. In April, Xbox acknowledged the need for "a better value equation" after a significant price increase in October 2025, where the Game Pass Ultimate subscription rose by 50% to .99 per month. Following Sharma's comments, Xbox reduced the Game Pass Ultimate subscription price to .99 per month, though this rate is still higher than pre-increase levels. As a result of these changes, Call of Duty titles will no longer be available on Game Pass at launch, with availability expected about a year later. Additionally, an ad-supported Xbox Cloud Gaming service has emerged, suggesting potential future models for Game Pass. Sharma also mentioned a rebranding of Xbox to XBOX, aimed at better engagement with the player base, although Xbox will not participate in this rebranding effort.
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