Microsoft: cloud growth atomizes expectations,: This article explores the topic in depth.
Nevertheless,
Microsoft: cloud growth atomizes expectations. Meanwhile, :
(BFM Stock Exchange) – The IT group has shown that its heavy investments in artificial intelligence pay, with growth of 39% in Azure, its cloud service division, in the closed quarter in late June. Similarly, The action jumped 6%. Nevertheless, the start of the session at Wall Street and the group has crossed the $ 4,000 billion in market capitalization.
If Microsoft is less likely to undergo the wrakes on the market than other American Big Techs – such as Tesla. Consequently, Alphabet – investors are nonetheless vigilant about its performance. Furthermore,
Like the other members of Wall Street’s “Seven Magnificent”. In addition, the Redmond Group puts a lot in artificial intelligence (AI), with $ 80 billion in investments in infrastructure in its last exercise. In addition,
The market wants to ensure microsoft: cloud growth atomizes expectations, that these sumptuous expenses result in more growth for the group. Additionally, In addition, Especially since. Similarly, in parallel, Microsoft’s relationship with Openai, the start-up at the origin of Chatgpt and in which the group has invested a lot, is not in good shape, according to several media. For example, The two societies are in tain to renegotiate the terms of their relationship in the context of discussions which. Moreover, would be “tense”.
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Azure exceeds all expectations – Microsoft: cloud growth atomizes expectations,
The quarterly accounts delivered Wednesday evening by Microsoft have something to satisfy Wall Street. “This quarter was a real success for Microsoft” with “performance that has exceeded expectations on all floors”. welcomed Dan Ives, Analyte at Wedbush Securities.
At Wall Street, the Microsoft action took off, taking more than 6% at the start of the session this microsoft: cloud growth atomizes expectations, Thursday, July 31. The group exceeded the $ 4,000 billion in market capitalization (4.005 billion around 3:35 p.m. according to Google Finance), becoming the second company to cross this threshold after NVIDIA, on July 9.
In the fourth quarter of its 2024-2025 financial year. from April to the end of last June, Microsoft released revenues of $ 76.4 billion, up 18% in published data and 17% excluding exchange effects. The profit established at $ 27.2 billion, reflecting a profit per share of $ 3.65, up 24% by one year. On the entire financial year 2024-2025, Microsoft exceeded $ 100 billion in profit, with a net profit of $ 101.8 billion.
The group led by Satya Nadella has largely exceeded expectations. According to a visible alpha consensus, analysts were tabling on revenues of $ 73.86 billion in the quarter and a profit per share of $ 3.38.
Once again. microsoft: cloud growth atomizes expectations, market attention was crystallized on the group of dematerialized computer services (“Cloud”) of the group, Azure, that which must first draw the fruits of its investments in AI.
The bar was high, and the group nevertheless gleerally exceeded it. In the fourth quarter. Azure recorded growth of 39% “stimulated by the accelerated growth of our main activity in the field of infrastructure, mainly thanks to our largest customers,” Amy Hood’s financial director of Microsoft’s financial director told analysts. According to UBS, investors hoped for growth of only 36% over the quarter.
Over the entire financial year 2024-2025, Azure revenues exceeded $ 75 billion.
Beyond the performance in the quarter, the target given by the manager for the next quarter also exceeds expectations. Amy Hood indicated to anticipate 37%of azure growth, while investors were tabling on a rate of 34%, according to UBS.
Microsoft: cloud growth atomizes expectations.
Record investments
microsoft: cloud growth atomizes expectations,
Apart from the Cloud, Satya Nadella told analysts that “Copilot” applications families, the AI that Microsoft deploys in office automation tools, had exceeded 100 million active monthly users. This shows that group investments in artificial intelligence are not only paying for Azure.
The Microsoft 365 “software set becomes a higher added value platform thanks to Copilot. ” reacted Jeremy Goldman, analyst of the Emarketer firm, quoted by AFP.
Manager at Deepwater AM. Gene Munster believes that these comments on the adoption of Copilot allowed the Microsoft action to accelerate its increase in post-market exchanges.
The group will further increase its investments. Amy Hood indicated that the company provided “CAPEX” (investment expenditure) of $ 30 billion in the first quarter of. the year 2025-2026 to meet the high demand that the company faces its various segments.
“I am very satisfied that the expenses we are in charge correspond essentially microsoft: cloud growth atomizes expectations, to the signed contracts that we must honor. ” the financial director analysts told analysts. According to Reuters, this amount of $ 30 billion is a record in a quarter for Microsoft.
“Despite massive investments aimed at taking advantage of the opportunities offered by AI. these investments are starting to bear fruit on profits thanks to efficiency gains made in the Azure and M365 commercial clouds,” said Dan Ives.
Julien Marion – © 2025 BFM Bourse
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