Satya Nadella, CEO of Microsoft, delivered a speech on the Squawk box of CNBC in the Davos World Economic Forum, Switzerland on January 22, 2025.
Gerry Miller | CNBC
Microsoft After the bells of Wednesday, the stock fell about 5 % after the weaker guidance of the stock release.
Software giant at the top of Wall Street Estimated in the second quarter of financeThe revenue of $ 3.23 per share was released in the $ 69.63 billion income. Analysts voted by LSEG predicted that this exceeded $ 311 and $ 68.78 billion per share.
The decline was because Microsoft’s financial person in charge of the financial person Amy Hood said the company’s expected revenue in this quarter was between 67.7 billion and $ 68.7 billion, lower than the $ 69.78 billion per LSEG. Revenue increased by 12.3 % year -on -year, the slowest increase since mid -2023.
Microsoft has also released its growth in its Azure and other cloud service revenue. The market segment increased by 31 % to 33 % below the previous quarter.
Many Wall Street Analysts Standing from the technology of technology Despite the disappointing guidelines and Azure slowed down. Goldman Sachs analyst Kash Rangan said the company “good location” to continue to benefit from the use of artificial intelligence and “the most striking investment opportunities” in the industry.
Mark Moerdler in Bernstein wrote: “Microsoft has proven that they can promote the cloud business. Now they have proved that they can promote the biggest AI through high -quality Gen Gen Suni and AI Gen Apps to promote the largest AI Business.
As a part of the broader technology industry sold, Microsoft fell 2 % at the conference on Monday. When Wall Street evaluates from Deepseek’s AI model. It is estimated that Chinese startups have trained their open source models with the cost of other mutual competitive American products.
Microsoft CEO Satya Nadella said that at the revenue conference, Deepseek’s R1 model can currently be obtained through GitHub and the company’s AI Foundry. He said it could eventually access the co -driver+ PC.