Amazon to introduce ad-supported Prime Video tier in early 2024

Following in the footsteps of Netflix and Disney+, Amazon is launching an ad-supported tier for Prime Video in early 2024. The company said it will offer an ad-free tier for an additional $3 per month to Prime members.

The ad-supported tier will be available in the U.S., U.K., Germany, and Canada in early 2024, and in France, Italy, Spain, Mexico, and Australia later in the year. Amazon promised to show fewer ads than linear TV, with a benchmark of four minutes per hour.

The company said it is introducing ads to Prime Video in order to continue investing in compelling content. In recent years, Amazon has hiked the prices of its several offerings, including Prime membership, Amazon Music Unlimited, and free shipping for non-Prime members.

Here is a summary of the key points in the article, with additional information and context:

Amazon is launching an ad-supported tier for Prime Video in early 2024.
The ad-supported tier will be available in the U.S., U.K., Germany, and Canada in early 2024, and in France, Italy, Spain, Mexico, and Australia later in the year.
Amazon promised to show fewer ads than linear TV, with a benchmark of four minutes per hour.
The company said it is introducing ads to Prime Video in order to continue investing in compelling content.
Amazon has hiked the prices of its several offerings in recent years, including Prime membership, Amazon Music Unlimited, and free shipping for non-Prime members.

The launch of an ad-supported tier for Prime Video is a significant move for Amazon. Prime Video is one of the most popular streaming services in the world, with over 200 million subscribers. The introduction of an ad-supported tier will make Prime Video more affordable for some consumers, and it could also help Amazon to attract new subscribers.

It is important to note that Amazon is not the only streaming service to introduce an ad-supported tier. Netflix and Disney+ both launched ad-supported tiers in 2022. This suggests that there is growing demand for ad-supported streaming options, as consumers become more price-sensitive.

The launch of an ad-supported tier for Prime Video is also a reflection of the changing landscape of the streaming industry. As more and more streaming services launch, consumers are becoming more selective about which services they subscribe to. Adding an ad-supported tier is a way for Amazon to make Prime Video more attractive to a wider range of consumers.

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Without the Google search agreement, Firefox may be gone, according to an executive

by George Mensah 2025-05-04

The future of Mozilla Firefox hangs in the balance as the U.S. Department of Justice (DOJ) pushes for sweeping restrictions on Google’s search monopoly. Eric Muhlheim, Mozilla’s Chief Financial Officer, testified in court that the proposed remedies—including banning Google from paying to be the default search engine in third-party browsers—could devastate Firefox’s revenue and potentially force it out of business.

Why Firefox’s Survival Is at Risk

Firefox, the only major browser not controlled by a tech giant, relies heavily on its partnership with Google. According to Muhlheim:

90% of Mozilla’s revenue comes from Firefox.
85% of that revenue is tied to its Google search deal.

If the court enforces the DOJ’s demands, Mozilla would face immediate financial turmoil, leading to deep cuts in engineering, innovation, and user experience improvements. This could trigger a “downward spiral”, making Firefox less competitive and accelerating its decline.

The Domino Effect on Web Competition

The Loss of Gecko: A Threat to an Open Web

Firefox’s Gecko engine is the only independent browser engine not owned by Apple (WebKit) or Google (Chromium). If Firefox collapses:

Big Tech’s control over the web grows stronger—exactly what antitrust regulators are trying to prevent.
Fewer choices for users—reducing competition in browser innovation and privacy features.
Less funding for Mozilla’s nonprofit initiatives, including open-source web tools and AI-driven climate research.

Why Switching to Bing (or Another Search Engine) Isn’t a Viable Solution

Mozilla has explored alternatives, but the reality is grim:

Bing doesn’t monetize searches as effectively as Google, meaning lower revenue share for Mozilla.
Past experiments with Yahoo as the default led to mass user abandonment.
Without Google’s bids, Mozilla would have less leverage in negotiations, further reducing income.

The DOJ’s Dilemma: Fixing Google’s Monopoly Without Killing Competitors

The DOJ’s goal is noble—breaking Google’s stranglehold on search—but the unintended consequences could be catastrophic. If Firefox disappears:

✅ Google Chrome’s dominance grows—fewer competitors mean less incentive for privacy and performance improvements.
✅ Apple’s Safari remains the only alternative, further consolidating power in the hands of tech giants.
✅ Innovation suffers—Firefox has been a pioneer in privacy features like Enhanced Tracking Protection.

Can Mozilla Survive Without Google’s Money?

Muhlheim’s testimony paints a bleak picture:

“We would be really struggling to stay alive… waiting on a hypothetical future where more search competitors emerge.”

The harsh truth? Regulators must act carefully—if they dismantle Google’s monopoly too aggressively, they might inadvertently strengthen it by eliminating its biggest rival.

The Path Forward: Balancing Antitrust Enforcement & Browser Survival

To preserve a diverse, competitive web, regulators should consider:

Phasing out Google’s default deals gradually—giving Mozilla time to adapt.
Mandating revenue-sharing transparency—ensuring fair competition in search monetization.
Supporting independent browsers—through grants or antitrust settlement funds.

Final Thoughts: Why Firefox’s Survival Matters

Firefox is more than just a browser—it’s a guardian of an open, decentralized internet. If it falls, the web becomes a duopoly of Google and Apple, with fewer choices for users and developers.

The DOJ’s case against Google is necessary, but the remedy must protect competitors, not destroy them. Otherwise, the cure could be worse than the disease.

News

Microsoft anticipates good growth for Azure cloud business, shares soar 7%

by George Mensah 2025-05-01

In a stunning display of corporate resilience, Microsoft (NASDAQ: MSFT) has silenced doubters with blockbuster quarterly earnings that sent shares soaring 7% in after-hours trading. The tech giant’s cloud division delivered 33% revenue growth – significantly outpacing analyst expectations of 29.7% – adding a staggering $200 billion to Microsoft’s market valuation in a single trading session.

Key Performance Highlights:

Azure revenue growth accelerates to 33% YoY (vs. 29.7% consensus)
AI services contribute 16 percentage points to Azure growth (up from 13 last quarter)
Commercial bookings surge 18% fueled by expanded OpenAI partnership
Q4 cloud revenue guidance of 28.75B−28.75B−29.05B exceeds projections
Capital expenditures skyrocket 53% to $21.4 billion for AI infrastructure

The AI Growth Engine: Separating Fact from Fiction

Contrary to recent market concerns about an AI slowdown, Microsoft’s results paint a different picture. CFO Amy Hood revealed that while AI performance met expectations, the “real outperformance in Azure this quarter was in our non-AI business.” This suggests Microsoft’s cloud dominance extends well beyond artificial intelligence.

Three critical insights emerge from the earnings call:

The OpenAI Effect
Microsoft’s deepening partnership with ChatGPT creator continues bearing fruit, though the company remains tight-lipped about specific contract values. Industry analysts estimate the expanded deal could be worth billions annually.
Infrastructure Strategy Shift
The company is pivoting investments toward shorter-lived assets like Nvidia GPUs and AMD chips rather than long-term data center leases. As VP Jonathan Neilson explained: “You plug in CPUs and GPUs, and then you can start recognizing revenue immediately.”
Economic Impact
J.P. Morgan analysts calculate that Microsoft’s data center spending alone could contribute 10-20 basis points to U.S. GDP growth in 2025-2026, highlighting the company’s macroeconomic importance.

Debunking the AI Slowdown Narrative

Recent analyst concerns about canceled data center leases appear overblown. CEO Satya Nadella framed these adjustments as routine: “Microsoft has a long history of constantly adjusting its data center plans.” The numbers support this view – while the company reduced some physical infrastructure commitments, overall capex grew dramatically with a focus on immediately productive assets.

Market Misconceptions vs. Reality:

Concern	Actual Finding
AI demand plateauing	AI contribution to Azure growth increased
Data center pullback	Strategic shift to more flexible infrastructure
Tariff impacts	Commercial bookings grew 18% despite economic headwinds

Strategic Implications for Investors

Cloud Wars Heating Up
Microsoft’s results set a high bar for upcoming reports from AWS and Google Cloud. The Azure growth rate now exceeds both competitors’ most recent figures.
Chipmaker Bonanza
Microsoft’s infrastructure spending confirms continued strong demand for Nvidia, AMD and Intel processors, particularly in AI-optimized configurations.
Enterprise Software Advantage
The robust non-AI cloud performance suggests Microsoft’s enterprise products (Office 365, Dynamics) continue driving significant Azure adoption.

Expert Analysis: What Comes Next?

“Microsoft is executing one of the most remarkable business transformations in corporate history,” notes technology analyst Mark Henderson. “They’ve successfully evolved from a legacy software company to the clear leader in enterprise cloud computing while simultaneously building the world’s most comprehensive AI platform.”

Looking ahead, investors should watch for:

Details on Microsoft’s custom AI chip development (Project Athena)
Adoption rates for Copilot AI assistants across Microsoft’s product suite
Potential impacts from evolving U.S. and EU tech regulations

Why This Matters Beyond Wall Street

Microsoft’s performance carries broader significance:

For businesses: Demonstrates the accelerating ROI from cloud and AI investments
For policymakers: Highlights the growing economic importance of tech infrastructure
For workers: Signals continued strong demand for cloud and AI skills

The Bottom Line: Microsoft’s earnings prove the company is firing on all cylinders, with Azure’s growth acceleration particularly impressive given its massive scale. While AI captures headlines, the strength of Microsoft’s broader cloud business may be the more important long-term story.

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