MICROSOFT WKN: 870747 ISIN: US5949181045 Kürzel: MSFT Forum: Aktien Thema: Hauptdiskussion

Ausblick kurz gefasst: Ähnliches Wachstum wie in diesem Quartal.

Microsoft expects revenue growth for Azure to be 30% to 31% in constant currency during the current quarter. That compares with 31% in the latest period. "Growth will be driven by our Azure consumption business and continued contribution from AI," Chief Financial Officer Amy Hood said on the earnings call. Microsoft also anticipates some impact from the increased AI capacity. "We continue to bring capacity online as we scale our AI investments with growing demand," she noted. "Currently, near-term AI demand is a bit higher than our available capacity."

After Meta boosted its capital-spending forecast an afternoon earlier, Microsoft offered its own view of future spending. The company expects its capital spending to "increase materially on a sequential basis" in the fiscal fourth quarter, "driven by cloud and AI infrastructure investments," according to Chief Financial Officer Amy Hood. The company intends to bring more capacity online as its demand currently outstrips capacity a bit. Management says it sees a big opportunity in AI and wants to make sure its expenditures position it to be a leader in the trend. It will follow its usual philosophy on spending. "Watch the signal, invest to be a leader in the technical foundation and then execute consistently to add value to customers," as Hood summed it up.

Copilot adoption is happening "faster than any suite we have sold in the past," according to Microsoft CEO Satya Nadella. He was referring to Microsoft's Copilot software tools, which add artificial-intelligence features to company offerings like Office and Github. He sees Copilot changing the way that people work. "Every day people are discovering new workflows that they can optimize and so that's like the PC when it became standard issue in the early '90s," Nadella said.

Sehe ich es richtig, dass wir wieder bei 372€ stehen? Der ganze Anstieg ist komplett weg?

O sehe hat sich wieder über 3,25 bewegt :) hoch damit

💪

Wo Leute wünsche allen eine erholsame Nacht Ich bin von Reaktion eigentlich enttäuscht!!! Hoffe aber das es morgen sich bisschen verbessert

Danke

https://www.theverge.com/2024/4/25/24139988/microsoft-q3-2024-earnings-revenue-profits-windows-xbox-gaming-surface

Genau. Die sollte ja grade laufen

Entscheidend wird die Guidance/der Ausblick sein

Ich hoffe es. Da wir heute wohl +- 0 raus gehen Hatten ja -2,45% heute

Hat jemand einen link zum Call?

Wichtiger sind doch die Earnings jetzt oder? Das und das Release werden denke ich entscheiden welche Kurse wir morgen sehen werden. Denke nicht, dass es allzu ausschlaggebend ist, ob sie jetzt wo nicht so viele handeln können, leicht fällt/ steigt