techcheck" today, the latest on microsoft's dive into hybrid work, and exclusive interview with ceo satya nadella, alongside linkedin ceo ryan roslansky. then hear from verizon's hans vestberg and the commissioner of the nfl roger goodell as a new football season gets under way tonight and that's not all we also have the ceo of work from home winner logitech as the company looks to go carbon neutral by 2030, a big hour ahead. don't go anywhere. jon? >> we'll start with microsoft, focusing on demand for hybrid work with a slew of new features announced today for office and link linkedin ai camera driven software, outlook rsv details and power point feature allowing users to layer teams video into the experience for live presentations. and microsoft's linklinkedin is leaning in, to find out whether a role is in person, remote, or hybrid while microsoft itself is giving up trying to predict exactly when its workers will be back in offices, but i started by asking nadella about inflation, specifically the microsoft 365 price increase that is coming in march and how he's balancing cost pressures in th

satya nadella is doing very well ted is doing well.lon musk you can say what you want but the space stuff is amazing, what's happening. i really want to focus in on solutions. not to say that i'm not going to be like what the had he can are you doing, folks i think we all need to think about where we are going after the pandemic we have major issues climate change, homelessness, poverty, they need solving >> any advise for those? >> i think you have to do great safety nets. mark beniof. but he was right i think testing is really important. he's absolutely right. to find defections we didn't have any that's great masking is important i don't want to have an argument with everyone about this vaxines. people should have respect for each other i'm not interested in debating let's be safe and respectful of each other and get through this. if you do, you'll have great events this is great. people are thrills to be here. >> thank you so much >>> we got some weakness in chips this morning ahead qualcomm ceo is with us. we are back in two emers

jeeves. >> i don't know where it is. >> you should ask nadella.hen he gets bing, doesn't he say, shoot, i guess i got to go to google? does he use bing i remember at my college reunion, 35th, when right next to me, steve bomber put out dehad a microsoft flip phone and i said, what do people most want out of life and it said they want more time and vacation and he said to me, look at this phone, i quit. now he owns a big team he's happier than anyone, except for maybe, maybe -- who is the happiest man in the world? >> i don't know. >> mark cuban. >> oh, yeah. he's got a lot of good things going on. >> mr. fabulous. >> that's tough. that was tough for me to guess that, who's the happiest man in the world. >> robinhood ceo is going to answer his company's critics it's in an op-ed in "the wall street journal" and we'll give you details of that. most importantly, take a look at futures. we start trading in 15 minutes and we're looking for a lower open, although, the nasdaq coming back ever so slightly we'll keep an eye on those mega cap tech names whic

people thought it would go south as it was getting older and older, but transformed itself when satya nadellae ceo. were you shocked and surprised at how the company has become one of the most valuable companies in the world again? reid: no. for a number of reasons. microsoft has always had an enormous amount of talent throughout the whole company. the technology depth at microsoft has actually created a whole range of products not just on the commercial side, but also microsoft research. so there is always this raw amount of talent. obviously, having some key franchises like office and windows and being willing to be bold in the creation of xbox and the gaming franchise. now, that being said, the thing that satya brought back with vigor to the company was a focus on earning the ability to build the next generation of products, starting with azure, but also transforming across the company a "we are only one company in this universe and we are doing our absolute best to surprise and delight our customers." david: let's talk about the different skill sets. to be an investor, you need to have a

microsoft, we had nadella, doing something similar in teams the companies thinking this is a permanentrk is changing we need to be used to people in different locations and maybe close clients we have never. >> i read if mark bennyhoff invented salesforce today he would make it like outreach. why does he come in and buy this company? is that an exit? >> he might. he is investing. >> in it >> and in companies like it. and slack. he is a guy who came up with that -- worked on the team to come up with google maps and facebook after buying friend feed and working on the next generation of technologies saying much the same way, the way we write the software is changing. >> i believe it's true and still nice to sit down around the table and talk to you guys. >> this is good, too you do hear about ceos and companies of various scales really doing deals via zoom. they really are. maybe they appear in person to sign why maybe they use docusign. >> they want to get together, too. i was with tony shu in vegas. >> yesterday >> yesterday a whole different day. >> jon fortt on one working lunch afte

about this for a minute next week on "techcheck" don't miss a big interview, ceo of microsoft, satya nadellaicrosoft's own linkedin ryan rosranskyp belting here nasdaq in the 11 "a" hour. you can sure we'll be at a talkeding about hybrid work and approaches to the workplace but also about how software has allowed people to interact in different ways and perhaps what data and insights they are able to pull there. that's all stuff i want to know. we'll see what they bring, julia. >> i'm really looking forward to next week. and i think obviously, you know, microsoft has been at the forefront with teams and the sort of transformation of the work from home hybrid work environment. i'll be curious to see what trends they are seeing going into next year. >> yeah, cloud, so important, we've just been talking about the changes in software. with mongodb, pager duty this hour, microsoft, of course, a much bigger company. that will do it for us for the week "halftime" starts now. >>> yup, happy friday. welcome to the "halftime report," everybody thank you. i'm brian, scott's back next week the question

big interviews about investments and debates coming your way speakers include elon musk and satya nadella that ar mdaonsttsony techcheck. we'll be right back. by treating them right. so we upped the benefits without upping the price. with magenta max, get our best plan for 5g. with unlimited premium data that can't slow down based on how much smartphone data you use. and taxes and fees are included! you won't get that from anyone else. right now, pay zero costs to switch! and bring your phone -- we'll pay it off up to $800 bucks. only at t-mobile. in business, setbacks change everything. so get comcast business internet and add securityedge. it helps keep your network safe by scanning for threats every 10 minutes. and unlike some cybersecurity options, this helps protect every connected device. yours, your employees' and even your customers'. so you can stay ahead. get started with a great offer and ask how you can add comcast business securityedge. plus for a limited time, ask how to get a $500 prepaid card when you upgrade. call today. >>> equities continue to rally here the dow's up al

too want to pinch those pennies and since we're talking about software, should mention again, satya nadella, the ceo of microsoft and ryan roslansky of linkedin with us on "techcheck" on thursday. >> look forward to that. >>> let's get over to mike santoli looking at another divergence, this one between caution and the so-called crazy. >> crazy is subjective, but i think it is fair to say that the market has been running on parallel tracks. on the one hand, you have a relatively methodical, orderly rotation in the market, pricing in, a bit of a downscaling of near term economic recovery strength and going back growth direction. this is six months banks versus technology. very reflective of the kinds of relatively harmonic types of rotations we have seen all year. makes all kinds of sense the s&p remained in the smooth up trend strategists for their part, relatively kind of restrained in their projected upside for the s&p 500 right now. they're saying expect some volatility in the short-term they're saying we have some kind of a reset of expectations to me, that's the cautious piece that is

fiscal 2014 on a june fiscal year, microsoft relative to the nasdaq compose it overlaps mostly with nadellara add ceo as well. over this period of time the company brought back somes 135 billion worth of shares and reduced by 10% a buyback shrinking float of stock out there and roughly tripled the dividend back in early 2013, 3% dividend yeed income story or cash flow story as opposed to growth the stock done amazingly well. it's not necessarily the case that's the only way to have these returns if you're one of the big anointed mega cap platforms. microsoft relative to alphabet over that same period of time. close. google, doesn't do dividends, just started doing buybacks, guys. >> cool cpi frame. down bigger volume on a down day. worries about poor breadth i wonder, if seasonality playing into form here as it would >> absolutely is, carl maybe one of the reasons there's been a little bit less of a rush or urgency for people to buy that plus honestly i think very heavy equity allocations coming into the month the market up 20%. heavy fund flows into equities over the last three months's se

what if satya nadella and jeff weiner runs tiktok instead would tiktok grow faster, capturing markets microsoft hit a $2 trillion market cap for context we're talking billions of new dollars. the ad revenue totalled more than $84 billion and what if the deal faces little antitrust pushback. across the globe, beijing angry over losing one of its hottest internet properties begins its tech crackdown a year earlier scuttling the didi ipo before it happens instead of after with trillions up for grabs, it's important to ask what if? >> forcing us to ponder. carl, we are the watchers at the moment i worked with the team a little bit and there was a key moment when former president trump gives this 45-day window before the ban goes into effect what if there hadn't been 45 days, he goes immediately, i think jeff weiner would have been an interesting choice i think microsoft dodged a bullet tiktok like issues and microsoft might have been in jeopardy. >> if it's good enough for marvel, it's good enough for us. i like the way every franchise fortt delivers is some kind of existential play >> a

i mean in satya nadella doing a spectacular job. microsoft edge is the best browser even oh on a mac right now. i'm saying that. good job, check it out but, again, are there business prospect, 37% better than a year ago? is the cloud business which they just talked about on tech check and all the margins that may be compressing? it's not commodity advertised they would hate that word. but there certainly is a heck of a lot of competition do you ever think about selling microsoft? >> no, i don't think you could sell microsoft at this point or any of the megacap technology names because the weighting is too large in the indexes overall. so you are removing a position that ultimately makes you short that name if you're out of it. i think what's important to understand is the significant buyback that all the companies have embarked upon over the last couple years in the case of alphabet in the prior year they increased their buyback over 70% year on year. $30 billion was bought back in 2020 that's a unique circumstance forful abt they a

also taking the stage there elon musk, satya nadella and we'll have more on netflix's content push afterbreak. techcheck will be right back network. s mg like 2 lines of unlimited for just $27.50 a line. only at t-mobile. the internet wasn't built to be a place of walls. but then the walls went up and choice became limited. until now. now we're in a new digital landscape of emerging channels, data-driven campaigns and measurable outcomes. welcome to now - the new open web. powered by people-based software from viant - a new standard in media. the upgrade marketers deserve. viant. built for now. ♪♪ if you're 55 and up, t- mobile has plans built just for you. viant. built for now. whether you need a single line or lines for family members, you'll get great value on america's most reliable 5g network. like 2 lines of unlimited for just $27.50 a line. only at t-mobile. ♪ ♪ >>> tomorrow, netflix is hosting its first-ever global fan event calling it tudum after this sound. >> that is the sound you hear any time you stream anything on netflix. in this streaming event, tomorrow is expected to la

this week, we've got a big lineup and the ceo, lisa su, early facebook investor jim briar, satya nadella will be on stage and ted and i think a couple of big themes here that we are going to talk about are pandemic acceleration and collateral damage. and by that, i mean there are a lot of businesses that accelerated during the pandemic, since microsoft, there are a lot of businesses that are trying to accelerate out of the pandemic, by you know, investing in various things, you know, these content businesses, like netflix, that we're going to talk about, that are trying to create more kind of bundles of brands but then at the same time, as they try to take advantage of this opportunity, with data, with the digital economy, you know, there are some bad things that happen. facebook is facing that right now. and i think the code stage is the place where companies and leaders are often held to account. >> we've been obviously trying to, we've been rooting for code to get back into live events, which has been difficult for a lot of people during the pandemic, julia, but to john's point, i mea

tech acceleration that's where, you know, gentzler comes in also kris krebs talking security satya nadellaort of on both sides of that, right, with leading the electric car revolution at tesla, but at the same time there's controversy over, you know, the driverless technology he is pushing so hard some would say too hard. so some accountability for tech, and also some great possibilities on how tech might be able to move things forward, kelly. >> what do you think about the facebook move, jon, the reversal on instagram for kids? >> reporter: kelly, i don't think it is a reversal at all. on the one hand they're saying they're hitting pause on the instagram for kids, but statement they're saying we will go out and talk to stakeholders about how to do it better. that sounds like product developer or maybe a recognition they hadn't built it right in the first place and certainly hadn't built the right pr strategy around it they've been defensive, sort of in a situation where they sound like phanos, talking about i am inevitable not emphasizing how they will make the world better with their pro

i first went to satya nadella, then seeing how out in front larry has been, i went to him.ged me to get a group together now. we've got five other companies who are leaders in this space announcing substantial commitments. we start with over $1 billion to help fund the scale of projects that will bring the costs down. and there's a lot of leverage here because there will be government money, government tax credits that will pull together dozens of these projects. erik: and you've got, if i understand it, in addition to microsoft and blackrock, you've got bank of america, general motors, bcg, i may missing one, american airlines. bill: those are the seven founding partners that are going to help guide this effort. we do expect to bring in lots more companies. we have announced that catalyst is also working with governments, the eu and the united states announced that they see this effort is very complementary. and so designing these contacts well, which the government's was doing itself, you have the expertise. so our expertise, the company's expertise with the government's

. >> nadella, jassy, we call them co-anchors. >> jassy is a special contributor. >> was that last weekit doesn't really matter who's left that they haven't gotten. >> haven't gotten bezos. neither have we. and you know who else, the guys wearing the tuxedo jacket there. he hasn't been on. did you notice that musk had -- >> he had just thrown his after party for the met gala, so i'm sure he's in a fashion -- >> did it say tax the poor on his back my wife said can you get me a gown like that i said no, i'm not getting you a tax the rich gown. >> i'm sure that you can go right now. >> you could spray paint something. >> i thought it was a cool look. >> there it is, see, he's got those lapels >>$35,000 to go to that gala it's a good look anyway, they haven't had him on tech check yet either. >> and we'd love to get zuckerberg talking about this remarkable week of reporting at the journal and these internal documents. there's more today about the percentage of posts that were discouraging the vaccine, even as the company was trying to promote it >> oh, right, that's today yesterday was mexi

techcheck" today, the latest on microsoft's dive into hybrid work, and exclusive interview with ceo satya nadella