Microsoft's strong earnings report highlights its resilience amid global trade tensions and its robust AI-driven growth, positioning it as a top investment opportunity compared to Mag 7 peers. Despite rumors of an AI capex slowdown, Microsoft's long-term compute demand and mission-critical enterprise software ensure continued growth and stability. Microsoft is shielded from tariff impacts affecting other Mag 7 peers, making it a safer investment with a compelling growth/valuation profile.
Nvidia stock was rising after Microsoft and Meta Platforms signaled they will continue to spend heavily on AI data centers.
Microsoft will continue investing in capital expenditures throughout its fiscal year 2026 after seeing its cloud and artificial intelligence (AI) offerings lead its revenue gains in the third quarter of fiscal year 2025.
Microsoft reported strong Q3-2025 results, with revenue of $70.06 billion and EPS of $3.46, beating analysts' expectations. Azure and Microsoft Cloud segments showed impressive growth, with Azure revenue up 33% (35% in constant currency) and Microsoft Cloud revenue up 22% in constant currency. Despite a slight dip in free cash flow due to heavy CapEx, operating cash flow grew, indicating that long-term infrastructure investments are scaling.
Microsoft Corporation (NASDAQ:MSFT ) Q3 2025 Earnings Conference Call April 30, 2025 5:30 PM ET Company Participants Jonathan Neilson - VP, IR Satya Nadella - Chairman and CEO Amy Hood - EVP and CFO Conference Call Participants Keith Weiss - Morgan Stanley Brent Thill - Jefferies Mark Moerdler - Bernstein Research Karl Keirstead - UBS Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Kirk Materne - Evercore ISI Alex Zukin - Wolfe Research Operator Greetings, and welcome to the Microsoft Fiscal Year 2025 Third Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode.
Microsoft customers could encounter service disruptions when using AI services due to demand outpacing the company's ability to bring data centers online, an executive warned during the company's earnings call
Microsoft (MSFT) came out with quarterly earnings of $3.46 per share, beating the Zacks Consensus Estimate of $3.20 per share. This compares to earnings of $2.94 per share a year ago.
Microsoft (MSFT) reported fiscal third-quarter revenue and profits that surpassed analysts' expectations, sending shares higher in extended trading Wednesday.
The tech giant's revenue also grew 13%, topping Wall Street's expectations.
Microsoft Corp (NASDAQ:MSFT) shares surged more than 7% on Wednesday postmarket after the tech giant posted better-than-expected fiscal first-quarter results, driven by accelerating demand for its cloud and AI services and a record-breaking performance in gaming revenue. The company reported revenue of $70 billion for the quarter ended March 31, up 13% from a year earlier and above analysts' expectations of $68.4 billion, according to LSEG data.
CNBC's Steve Kovach joins 'Closing Bell: Overtime' to discuss earnings for Microsoft and Jon Fortt goes over Qualcomm's earnings.
Microsoft reported its third-quarter results on Thursday, surpassing analysts' estimates. The company reported $70.1 billion in revenue and earnings per share of $3.46.