Microsoft Corp. (MSFT)
Microsoft's cloud business powers 10% growth in quarterly profits
Microsoft reported a 10% increase in quarterly profits Tuesday as it tries to maintain its position as a leader in artificial intelligence technology.
Microsoft shares fall in Frankfurt after disappointing update
Microsoft's Frankfurt-listed shares fell 2.7% at the open on Wednesday following a disappointing update.
Watch These Microsoft Price Levels as Stock Drops on Cloud Revenue Miss
Microsoft (MSFT) shares tumbled nearly 3% in Tuesday's extended trading session after the tech giant reported better-than-expected quarterly results but missed Wall Street's revenue estimate for its cloud segment, a business that brings in around 44% of the company's total sales.
Microsoft Corporation (MSFT) Q4 2024 Earnings Call Transcript
Microsoft Corporation (NASDAQ:MSFT ) Q4 2024 Earnings Conference Call July 30, 2024 5:30 PM ET Company Participants Brett Iversen - Vice President of Investor Relations Satya Nadella - Chairman and Chief Executive Officer Amy Hood - Executive Vice President and Chief Financial Officer Conference Call Participants Keith Weiss - Morgan Stanley Mark Moerdler - Bernstein Research Kasthuri Rangan - Goldman Sachs Group, Inc. Brent Thill - Jefferies LLC Karl Keirstead - UBS Brad Zelnick - Deutsche Bank Mark Murphy - JPMorgan Chase & Co. Keith Bachman - BMO Capital Markets Operator Greetings and welcome to the Microsoft Fiscal Year 2024 Fourth Quarter Earnings Conference Call. At this time all participants are in a listen-only mode.
Microsoft Bets Big on AI as Demand Surges Across Cloud and Software Businesses
Microsoft is doubling down on artificial intelligence (AI) as a driver of growth. During the company's fiscal fourth-quarter earnings call on Tuesday (July 30), executives described surging demand for AI services across its cloud and software portfolio.
Microsoft and AMD earnings show that AI remains a game of optics
The dichotomy in Wall Street's reactions to the results from Microsoft Corp. and Advanced Micro Devices Inc. — two tech giants that have been investing heavily in AI — is a perfect example of the AI optics game.
4 Key Takeaways From Microsoft's Earnings Call
After Microsoft (MSFT) reported better-than-expected earnings for the fiscal fourth quarter but its cloud growth missed estimates, executives gave investors an update on the tech giant's investments in artificial intelligence (AI), capacity constraints, outlook, and more in the company's earnings call.
Microsoft: Down 6% On Q4 FY2024 Earnings After Azure Miss, Did The AI Bubble Just Pop? (Rating Upgrade)
Microsoft reported a double beat for Q4 FY-2024, but the stock tumbled over 6% in after-hours trading after an unexpected miss in Microsoft's Azure Cloud business. While Azure Cloud growth is now decelerating, management guided for increased CAPEX spending for FY2025. The ROI on AI infrastructure spending remains an unanswered mystery. Microsoft stock is upgraded to a "Neutral/Hold" rating due to its expected 5-year CAGR return now exceeding treasury rates. However, Microsoft's long-term risk/reward is nowhere close to justifying fresh capital.
Microsoft's cloud growth disappointed. Now here's the good news from earnings.
Microsoft Corp.'s cloud-computing revenue growth slowed in the latest quarter, and it's expected to slow further in the current quarter.
Market Bifurcation, Revisited; Plus Earnings for MSFT, SBUX, PINS & More
Microsoft topped estimates but missed on Azure cloud, while AMD posted healthy results.
Microsoft sends shockwaves through tech sector after signaling AI payoff will take longer
Shares fell 7% after the company gave the spending forecast on a call with analysts but quickly pared losses to trade down 3% after it said Azure growth would accelerate in the second half of fiscal 2025.
Microsoft (MSFT) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Microsoft (MSFT) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
