Microsoft CEO Satya Nadella (ALLEN and CO. Sun Valley Media and Technology Conference, which was held in Sun Valley Resort, Aida.
Brendan McDermid | Reuters
Microsoft The results of the second quarter will be reported after the US market is closed on Wednesday.
According to LSEG, this is what an analyst is looking for:
- Earnings per share: $ 3.11
- income: $ 68.78 billion
Wall Street predicts that the annual growth of about 11 % as of December 31 is about 11 %. This will represent Microsoft’s slowest income growth since June 2023. Will slow down In the second quarter, due to the delay of third -party providers.
CNBC and Streetaccount conducted surveys analysts predicting that this quarter increased by 31.9 % and 31.1 % for Azure and other cloud services, respectively. Azure income increased by 33 % First quarter of financeEssence
In the second quarter, Microsoft announced the Windows 365 Cloud Link, which is the PC that the company can use Visit their application And files stored in the cloud. Company’s github unit Declare support Model for artificial intelligence Google In addition to the existing support for OpenAI, it also provides programming chat robots. Also Microsoft Investment of $ 750 million Enter Openai this quarter.
Analysts may ask the management why Microsoft did not participate in the White House press conference on January 21, and participated in the Stargate AI infrastructure project involving OpenAI. $ 500 billion invest.
On Monday, Microsoft’s stock price fell 2 % in the meaning of the Chinese laboratory Deepseek’s AI model. Deepseek launched an open source mode in December, which called it $ 5.6 million for training, excluding data costs and early research. This will make it more effective than the models of major American companies. Last week, Deepseek said that its latest model R1 performed well in some tests.
Microsoft CEO “We should attach great importance to China’s development.” Satya Nadella said January 22. Nadella is committed to Expenditure 80 billion US dollars In the current fiscal year’s AI infrastructure.
Microsoft’s stocks increased by 6 % in 2025, while the S & P 500 index rose 3 % at the same time.
Executives will discuss the results of the quarterly with analysts and start guiding the conference call at 5:30 pm in the United States.
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