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Microsoft, cloud growth

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Top News
Overview
 · 1d · on MSN
Microsoft’s earnings surge, elevated by cloud business
Higher than anticipated capital spending and disappointing gaming results from the holiday season weigh on shares.

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 · 3d
Microsoft: Cloud Adoption Remains As The Top Growth Catalyst (Earnings Preview)
 · 15h · on MSN
Slowing cloud growth and huge AI spending: Why Microsoft's stock is plunging the most in nearly 6 years
 · 12h
Microsoft plunges, Meta rallies as investors demand AI payoffs
Big Tech earnings so far this week have sent a clear ​warning: investors are willing to overlook soaring spending on artificial intelligence if it fuels strong growth, but are quick to punish companie...

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 · 1d
Microsoft Continues to Spend Big on A.I. While Profit Jumps 60%
 · 1d
Meta and Microsoft continue going big on AI spending. Here's how bitcoin miners could benefit
1don MSN

Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours

By Deborah Mary Sophia, Aditya Soni and Stephen Nellis Jan 28 (Reuters) - Microsoft said on Wednesday it had spent a record amount on artificial intelligence in the last quarter and posted slower cloud-computing growth,
1don MSN

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
1d

Microsoft reports strong cloud earnings in Q2 as gaming declines

Microsoft’s More Personal Computing division was the only business unit to post a revenue decline this quarter.
1d

Microsoft’s stock declines after Azure cloud growth dips below 40%

Though Microsoft reported on Azure’s growth rate, it doesn’t break out exact numbers for the cloud business. Instead, those are bundled with the company’s Intelligent Cloud business segment, which generated $32.91 billion in sales, up 29% from a year earlier and above the Street’s consensus estimate of $32.4 billion.
1d

Microsoft stock drops 7% on slowing cloud growth, light margin guidance

Microsoft’s finances look more favorable after OpenAI completed a restructuring. But computing capacity and talent are cutting into Microsoft's margin.
5d

Microsoft Stock Is Down More Than 10% In 3 Months. Time to Buy the Dip?

The tech giant's cloud backlog is growing quickly, but can these catalysts live up to the software giant's huge AI-driven spending?
5don MSN

Should You Buy Microsoft Stock Before Earnings?

Microsoft's stock is up just 1% over the past year.
CRN
18h

Microsoft Q2 Earnings: CEO Nadella Defends AI Investments

Microsoft CEO Satya Nadella talks Copilot, Azure, AI, agents, OpenAI and more on the company’s Q2 earnings call.
Blockonomi
2d

Microsoft (MSFT) Stock: New AI Chip Targets Nvidia’s Cloud Computing Empire

Microsoft launches Maia 200 AI chip on TSMC 3nm for Azure, delivering 10+ petaFLOPS to reduce costs and Nvidia reliance in cloud computing.
GovCon Wire
7d

Microsoft Awarded $170M Air Force Task Order to Support Cloud One

Microsoft will provide Azure cloud service offerings to support the Air Force Cloud One program and its users.
1don MSN

Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business

Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed continued signs… Read More
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