INVEST’s Post

Microsoft Q2 2025 "Already, our AI business has surpassed an annual revenue run rate of $13 billion, up 175% year-over-year." - Satya Nadella Revenue +12% *Prod. & Business +14% *Intelligent Cloud +19% *Pers. Computing +0% *Azure +31% *LinkedIn +9% *Xbox C&S +2% EBIT +17% *marg. 45% (44) EPS +10%

The AI digestion phase seems to be here for $MSFT. On 1/3/25, Microsoft posted in a blog expectations of $80B in capex in FY25 (Jun) to support AI & cloud. While up 44% vs FY24, it implies slightly negative growth 1H:CY25 vs 2H:CY24 given $20B in CQ3 & guidance of an increase for CQ4. But this is good for their own future cash flow and ROI which suffered last year. This contributed to the stock being up just 12% vs the S&P gain of 23% in 2024. Suppliers to Microsoft which benefitted last year should see the headwinds this year.

These early surges in AI search and cloud infrastructure demand are all part of the early stage hype to build it…By Jan 27 we will know definitively if they paid off for corporate investors…

Very excited to share with you a leader in cloud computing, #AI, and the owner of LinkedIn! Microsoft is this week's #stockstories spotlight, built in 1975 by Bill Gates and Paul Allen. 💾 It's impossible to picture modern computing without #Microsoft. Many software-as-a-service companies generate relatively weak earnings, but that's not the case for Microsoft. In fact, this tech giant is among the most profitable large companies on the planet. Watch for more ⬇️ Sasfin #sasfinwealth2024

𝐃𝐚𝐭𝐚𝐀𝐫𝐭 𝐇𝐞𝐥𝐩𝐬 𝐆𝐫𝐨𝐮𝐧𝐝𝐒𝐜𝐨𝐩𝐞 𝐀𝐜𝐡𝐢𝐞𝐯𝐞 𝐚𝐧 𝟖𝟎% 𝐑𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐢𝐧 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐨𝐬𝐭𝐬 Cost savings are crucial for all businesses today, and I'm excited to share that DataArt's Microsoft Azure expertise helped our client GroundScope achieve an impressive 80% reduction in operational costs.   DataArt provided Azure migration and modernization services for our valued client, GroundScope, delivering a modern, cost-effective solution hosted on Azure. This solution not only improved operational efficiency but also accelerated user onboarding and enhanced a seamless experience within the system. These improvements played a key role in attracting notable clients to GroundScope, strengthening their market presence and growth opportunities.   DataArt values its 20+ years of partnership with Microsoft and is committed to utilizing the latest Microsoft technologies to benefit our clients. Our expertise in Azure has helped numerous clients sustain business growth and establish themselves as industry leaders.   To learn more about this success story and how DataArt achieved cost savings with Azure read this article: https://lnkd.in/eYRFyAKJ   #DataArt #Microsoft #Partnership #Azure #Cloud #DigitalInnovation #CloudMigration #TechnologyPartnership

Big news! We are thrilled to be part of the launch of the Microsoft Azure Spain Central region. In Madrid on June 11, at Microsoft Envision AI, we shared the upcoming availability of Azure NetApp Files. Did you know that Azure NetApp Files is particularly beneficial for managing GenAI/AI/ML workloads?    Azure NetApp Files brings high-performance storage to handle the diverse demands of enterprise applications and AI, while providing the agility needed to keep up with the rapidly evolving #GenAI landscape. Stay tuned for more updates on deeper integration into Azure AI’s ecosystem.   Read more here: https://lnkd.in/giCvFZbH.

Breaking: FTC's deep dive into Microsoft's practices may redefine tech market dynamics. What's next for the cloud and AI tech giant? #Microsoft #Antitrust — https://lnkd.in/edJC337e

Kevin Scott's conclusion in today's #MSBuild keynote sums up the relationship of Microsoft with Developers since the origin of the company: "We make the platform, You make it matter" You can find all #MSBuild announcements in Frank X. Shaw's blog post https://lnkd.in/gC2rmXPp and learn more about how to achieve more with AI on Microsoft Cloud by adopting or extending Microsoft Copilot or building your own at https://lnkd.in/gkhXj2jc

1. Microsoft posted 16% YoY revenue growth, with Azure + Cloud services up 33%, highlighting strong AI demand. 2. Despite these numbers, the share price dropped 3.71% in after-hours trading. 3. The dip could be due to weaker guidance for next quarter, forecasting just 10.6% revenue growth. 4. This guidance hints at a possible slowdown in Azure + Cloud growth—Microsoft’s key driver and a core theme in the AI space. Join my Telegram for more investment updates: https://t.me/realDrWealth

#MSIgnite🚀 Exciting Announcement from Microsoft Ignite 2024: Azure Local is here! Azure Local, powered by Azure Arc, is transforming hybrid infrastructure by extending Azure services to distributed and on-premises locations. It’s designed to meet the needs of mission-critical and cloud-native applications, including AI, with unmatched flexibility and scalability. Now generally available, Azure Local brings the power of Azure closer to where you need it most. 📖 Learn more: https://lnkd.in/gEJZsz78 #MicrosoftIgnite #AzureLocal #HybridCloud #CloudInnovation #AzureArc