Microsoft has shuffled its reporting categories, meaning investors shouldn't compare Wednesday afternoon's segment results to the consensus view.
Microsoft, the software and Azure giant, is scheduled to report its fiscal Q1 '25 on Wednesday night, October 30 '24, after the closing bell. In fiscal Q4 '24, (ended June 30, '24), Microsoft guided Q1 '25 to revenue of $63.8 to $64.8 billion, so the midpoint is $64.3 billion and the consensus is already a little higher than that. Analyst consensus around full-year fiscal '25 expected EPS and revenue growth is looking for just 11% EPS growth (that was an expected 15% 4 quarters ago) on 14% revenue growth.
The European cloud wars are heating up. Microsoft has accused its old foe Google of waging a clandestine war against the Azure cloud company, to curry favor with policymakers and antitrust authorities in Europe.
Microsoft said Google is running "shadow campaigns" to discredit the software giant with regulators in Europe. In a blog post, a Microsoft lawyer said Google is behind a coalition of cloud companies aiming to influence policy makers and "mislead the public.
Microsoft (MSFT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Mag 7 earnings will take center stage this week. Kevin Hincks has example trades for Alphabet (GOOGL) and Microsoft (MSFT) ahead of their latest reports.
MSFT's fiscal Q1 results are expected to benefit from growth in its Azure cloud platform, bolstered by rising demand for Azure AI and Copilot offerings.
The software firm's shares have lagged behind the Nasdaq 100, but quarterly earnings could begin to bridge that gap, Truist said in a Monday report.
According to Citi Research, the big four hyperscalers Microsoft Co. NASDAQ: MSFT, Amazon.com Inc. NASDAQ: AMZN, Alphabet Inc. NASDAQ: GOOGL and Meta Platforms Inc. NASDAQ: META are forecast to grow their data center capital expenditures by 40% YoY in 2025. This is expected to be a windfall for companies that provide infrastructure products and services.
Microsoft is expected to report its slowest quarterly revenue growth in a year on Wednesday, while investors await signs of AI demand amid growing worries about the slow payoff from hefty investments in the technology.
Microsoft (MSFT) is set to report fiscal first-quarter earnings results after markets close Wednesday, with investors likely to be watching growth in the company's Azure cloud computing platform.
Autonomous agents are emerging as the newest frontier in artificial intelligence, with tech giants Microsoft (MSFT) and Salesforce (CRM) leading the charge with their latest releases. Yahoo Finance Reporter Akiko Fujita breaks down the key distinctions between these advanced autonomous agents and traditional chatbots, explaining their enhanced capabilities, complex decision-making abilities, and broader applications across industries.