Satya Nadella, Microsoft CEO arrives at the annual media and technology conference Allen and Co. Sun Valley at Sun Valley’s resort in Sun Valley, Idaho, July 9, 2024.
Brendan McDermid | Reuters
Microsoft Fiscal results will be reported in the second quarter after closing the US market on Wednesday.
Here’s what analysts are looking for, according to LSEG:
- Earnings per share: $ 3,11 USD
- Income: $ 68.78 billion
Wall Street predicts approximately 11% growth year by year for a quarter that ended on December 31. This would represent the fiercest Microsoft revenue growth since June 2023. The company warned in October that the growth of Azure Cloud Cloud he would slow down in the fiscal second quarter due to the delay of third party services.
Analysts surveyed by CNBC and Streeccount expect 31.9% and 31.1% of the growth of Azure and other cloud services, in a quarter. Azur income grew 33% in Fiscal first quarter.
During the fiscal second quarter, Microsoft announced the Cloud Link Windows 365, a computer that corporate workers can use Access their applications and files stored in a cloud. Github unit announced support For artificial intelligence models from anthropic and Google for chatbot programming with existing opening support. Microsoft too invested an additional $ 750 million in an opening during a quarter.
Analysts could ask management why Microsoft did not participate in a press conference for the White House for January 21st for Stargate AI infrastructure project that includes an Openi that could attract up to $ 500 billion in investment.
Microsoft shares slipped 2% on Monday as investors considered the implications of AI models from Deepsek, a Chinese laboratory. Deepseek presented an open code model in December, which the laboratory said was trained $ 5.6 million, excluding data costs and earlier research. This would make it more effective than the model of major US companies. Last week, Deepseek said his latest model, R1, surpassed the opening in some tests.
“We should draw development from China very, very serious,” Microsoft CEO Satya Nadella said 22 January Nadella committed to spend $ 80 billion on AI infrastructure in the current fiscal year.
Microsoft shares increased by 6% at 2025, while the S&P 500 index received 3% in the same period.
The executives will discuss three -month results with analysts and issue guidelines at a conference call starting at 5:30 pm.
This is news. Please check updates.
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