Microsoft Earnings Preview: Focus Is on AI’s Contribution to Azure Revenue

  • 📰 Investingcom
  • ⏱ Reading Time:
  • 50 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 23%
  • Publisher: 53%

Microsoft Corporation Nouvelles

Belgique Dernières Nouvelles,Belgique Actualités

Stocks Analysis by Brian Gilmartin covering: Microsoft Corporation. Read Brian Gilmartin's latest article on Investing.com

), the enterprise software giant is scheduled to report their fiscal Q3 ’24 financial results after the bell on Thursday, April 25th, 2024.

Q4 ’23’s current consensus is 7% expected growth in EPS, 10% growth in operating income, and another 15% expected growth in revenue. What was interesting about the December ’23 quarter for Microsoft, was that “cash & equivalents” fell $62 billion, since Microsoft’s acquisition of Activision was an all-cash deal, and it closed in October ’23. Microsoft’s cash position of $81 billion is now where it was in 2013.Looking at the last few quarters for Microsoft, Azure has returned to a 28% run rate, and AI is starting to have an impact on Azure.

While that’s a positive, the ultimate proof is in the numbers for Microsoft, and frankly, it was good to read in fiscal Q1 and Q2 this year, that AI is already making a contribution to Azure. Microsoft’s Intelligent Cloud segment is now 42% of total Microsoft revenue and 48% of total Microsoft income, so Intelligent Cloud is now almost half of Microsoft’s total business, which is pretty amazing since it’s only 14 years old .

 

Merci pour votre commentaire. Votre commentaire sera publié après examen.
Nous avons résumé cette actualité afin que vous puissiez la lire rapidement. Si l'actualité vous intéresse, vous pouvez lire le texte intégral ici. Lire la suite:

 /  🏆 450. in BE

Belgique Dernières Nouvelles, Belgique Actualités

Similar News:Vous pouvez également lire des articles d'actualité similaires à celui-ci que nous avons collectés auprès d'autres sources d'information.

Walgreens Earnings Preview: Revenue Estimates Holding Up Amid EPS PressureStocks Analysis by Brian Gilmartin covering: Dell Technologies Inc, Walgreens Boots Alliance Inc. Read Brian Gilmartin's latest article on Investing.com
La source: Investingcom - 🏆 450. / 53 Lire la suite »

Citigroup Earnings: Stock Cheap on Book Value Basis as Eyes Turn to EPS GrowthStocks Analysis by Brian Gilmartin covering: S&P 500, Citigroup Inc, Bank of America Corp, JPMorgan Chase & Co. Read Brian Gilmartin's latest article on Investing.com
La source: Investingcom - 🏆 450. / 53 Lire la suite »

JPMorgan Earnings Preview: Flat Growth Expected Despite Solid FundamentalsStocks Analysis by Brian Gilmartin covering: S&P 500, Citigroup Inc, JPMorgan Chase & Co. Read Brian Gilmartin's latest article on Investing.com
La source: Investingcom - 🏆 450. / 53 Lire la suite »

Q1 S&P 500 Earnings: Another Normal Earnings Season in the Offing?Stocks Analysis by Brian Gilmartin covering: S&P 500, Intuitive Surgical Inc, Johnson & Johnson, Abbott Laboratories. Read Brian Gilmartin's latest article on Investing.com
La source: Investingcom - 🏆 450. / 53 Lire la suite »

JP Morgan, Citigroup Earnings Indicate the Banking System is in Pretty Good ShapeStocks Analysis by Brian Gilmartin covering: Citigroup Inc, JPMorgan Chase & Co. Read Brian Gilmartin's latest article on Investing.com
La source: Investingcom - 🏆 450. / 53 Lire la suite »

Netflix Earnings Preview: Free-Cash-Flow Improvement Has Been ImpressiveStocks Analysis by Brian Gilmartin covering: Netflix Inc. Read Brian Gilmartin's latest article on Investing.com
La source: Investingcom - 🏆 450. / 53 Lire la suite »