Microsoft: Earnings Beat Overshadowed By AI Spending And Valuation Concerns
Read here for an analysis of Microsoft's Q2 2025 financial results, including revenue and EPS growth, AI performance, CAPEX plan, and target price recommendation.
Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
Microsoft's stock drops as cloud growth underwhelms
Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
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Microsoft Azure earnings grow but disappoint, company blames data center capacity constraints
Revenue in Microsoft's 'Intelligent Cloud' segment was $25.5 billion for the quarter, an increase of 19 percent ...
DeepSeek is a hot topic on earnings calls this quarter
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
Why Microsoft Stock Is Sinking After Earnings
Microsoft is the worst Dow Jones stock Thursday as the tech giant's soft outlook offsets an earnings beat. Here's what you ...
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Indiana Jones and the Great Circle Has Reached Over 4 Million Players, Says Microsoft
With major titles like Black Ops 6, Indiana Jones releasing on Game Pass day one, the subscription service saw record growth ...