Satia Nadella, CEO of Microsoft, arrives at the Allen and Co. Conference. Sun Valley Media and Technology in The Sun Valley Resort in Sun Valley, Idaho, July 9, 2024.
Brendan McDdided Reuters
Microsoft He will report the results of the second quarter after the US market closed on Wednesday.
Here are what analysts are looking for, according to Lseg:
- Arrow’s profits: $ 3.11
- profit: 68.78 billion dollars
Wall Street expects approximately 11 % annual growth for a quarter that ended on December 31. This would represent the slowest growth of revenue from Microsoft since June 2023. The company has warned in October that the growth of the Azure cloud will slow down in the second financial quarter due to the delay of the third party provider.
Analysts included in CNBC and Streetaccount expect a growth of 31.9 % and 31.1 % of Azure and other cloud services, respectively, in a quarter. Azure 33 % revenue grew in the first quarter of the fiscal year.
During the second financial quarter, Microsoft has announced the Windows 365 Cloud link, a computer that workers can use to access their applications and files stored in the cloud. The company’s GitHub unit has announced its support for the artificial intelligence models of man and Google For Chatbot programming as well as the current support for Openai. Microsoft has also invested an additional $ 750 million in Openai during the quarter.
Analysts may ask the administration about the reason why Microsoft has not participated in a White House press conference on January 21 for the Stargate Ai Infrastructure project, which includes Openai, which can attract up to $ 500 billion in investment.
Microsoft shares fell 2 % on Monday as investors considered the effects of artificial intelligence models from Deepseek, a Chinese laboratory. Deepseek presented in December an open source model that the laboratory said was trained on $ 5.6 million, except for previous data and research costs. This would make it more efficient than the models than major American companies. Last week, Dibsic said its latest model, R1, outperformed Openai in some tests.
“We must take developments from China seriously,” said Satia Nadella, CEO of Microsoft.
Microsoft’s shares increased by 6 % in 2025, while the S& P 500 % has gained in the same period.
Executive officials will discuss the quarterly results with analysts and issuance instructions in a collective call starting from 5:30 pm Easter.
This is urgent news. Please check again for updates.
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