Microsoft and the NFL announced a multiyear extension of their partnership to bring real-time game data and analysis to the sidelines using Microsoft Copilot and Azure AI. The partnership will upgrade the NFL's sideline viewing system by equipping 32 teams with more than 2,500 custom-built Microsoft Surface Copilot tablets
Microsoft's integration of generative AI across its product suite is driving exceptional revenue growth and setting it apart from enterprise tech peers. Recent quarterly results showed accelerating growth, notably 39% YoY Azure revenue, with management guiding for continued double-digit growth next quarter. Despite a full valuation and potential volatility, Microsoft's strong balance sheet, operating leverage, and execution justify a continued buy rating.
Microsoft, Textron, Bank OZK and TransUnion stand out with solid 2025 sales growth expectations and strong financial metrics.
Microsoft Corp. NASDAQ: MSFT just reminded investors why it's worth its premium. However, the stock's post-earnings drift could be setting up a bullish September rebound.
MSFT's cloud revenues hit $46.7B in Q4 as Azure rose 39%, with annual revenues topping $75B for the first time.
The earnings season and the momentum in the economy have led the tech sector higher again, driven by strong industry players like Microsoft ( NASDAQ:MSFT ) and NVIDIA ( NASDAQ:NVDA ).
Microsoft's top-line growth is at multi-year highs, driven by exceptional performance in the Intelligent Cloud segment and Azure's accelerating momentum. Guidance for Q1 shows continued robust cloud demand, with Azure expected to maintain exceptionally strong growth, supporting a bullish outlook. Despite heavy AI infrastructure investment, free cash flow remains resilient, and capital returns to shareholders are increasing, alleviating concerns about CAPEX pressure.
Microsoft (NASDAQ: MSFT) is among the technology giants set to reward its investors with a dividend payment on September 11.
Recently, Zacks.com users have been paying close attention to Microsoft (MSFT). This makes it worthwhile to examine what the stock has in store.
Microsoft's accelerating Azure growth, surging AI adoption, and robust earnings outlook point to strong short-term upside potential.
Microsoft's strong Q4 earnings and double-digit revenue growth signal continued momentum and room for further stock appreciation. Aggressive AI expansion, rapid Copilot adoption, and a lucrative OpenAI partnership position Microsoft to thrive in the AI era. Cloud business, especially Azure, is growing rapidly, contributing significantly to revenue and supporting a bullish long-term outlook.
Microsoft targets Meta employees in AI talent war, internal documents show. The software giant has an internal list of its most-wanted Meta engineers.