Microsoft Earnings: Azure Leads Growth, CapEx Comes In Light
Microsoft beat on revenue and EPS, Azure grew 48% against a 45% estimate, and capital spending came in well below expectations. Eric Bleeker breaks down why shares are up after hours.
Microsoft beat on revenue and EPS, Azure grew 48% against a 45% estimate, and capital spending came in well below expectations. Eric Bleeker breaks down why shares are up after hours.
This discussion on the competition between Amazon (NASDAQ: AMZN) | AMZN Price Prediction and Microsoft (NASDAQ: MSFT) in the cloud computing market, highlighting Amazon’s early dominance with AWS and Microsoft’s growing presence with Azure.…
Watch the Video Transcript: Doug McIntyre: So at least something interesting happened. I looked at the Microsoft earnings and what I we’re good, what I call Azure, which is their primary cloud business, right?…
The hype around investing in Microsoft is all AI, but the money comes from somewhere else. Investors looking at the stock today need to know how the tech giant actually earns it’s keep. The…
In the video clip below from a recent episode of The AI Investor Podcast from 24/7 Wall St., the team discusses why, despite its enormous market capitalization of $2.9 trillion and a remarkably successful stock…
Microsoft’s (NASDAQ: MSFT) | MSFT Price Prediction initial AI buzz, spurred by its partnership with OpenAI, has faded. Despite leading the market cap for a while, its stock performance has lagged behind Alphabet (NASDAQ:…
Nvidia Has Been The Best Stock To Own Doug McIntyre and Lee Jackson discuss Microsoft’s (NASDAQ: MSFT) | MSFT Price Prediction recent performance, noting that despite the hype around its AI ventures, the stock…
Key Points Microsoft disappointed with weak cloud earnings, sparking growth concerns. AI investments, including ChatGPT, haven’t shown significant returns yet. Investors await signs of AI integration; further disappointment could lead to sell-offs. Also: Smart…
Watch the Video Transcript: Doug McIntyre: Yeah. Microsoft Lee, that it seems to be doing very well. Yeah, very well. But they laid off several thousand people a few days ago. Yep. And it’s…
Key Points: OpenAI’s high valuation raises questions about it’s ability to deliver in the future Microsoft’s (NASDAQ: MSFT) | MSFT Price Prediction massive investment in OpenAI is under pressure as Elon Musk’s XAI joins…