News Formal

Microsoft can’t count on AI hype this earnings season. Here’s what matters more.

  • 📰 MarketWatch
  • ⏱ Reading Time:
  • 42 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 20%
  • Publisher: 97%

Portugal Notícia Notícia

Portugal Últimas Notícias,Portugal Manchetes

Microsoft’s Azure outlook will likely be the biggest focal point of Tuesday afternoon’s earnings report

Microsoft Corp. could face a more discerning investor audience when it reports earnings Tuesday afternoon, as the frenzy around artificial intelligence has waned.

“While last quarter we were all busy revising up our estimates for how big Copilot can be, it seems investors have since tripped and fallen into the trough of AI disillusionment questioning both the actual functionality, the profitability, and ultimately the durable and sustainable competitive advantage,” Wolfe’s Alex Zukin said in an Oct. 18 note to clients.

Wolfe’s Zukin also noted that there could be “some upside potential from AI Services” within Microsoft’s Azure results.Regardless, Microsoft’s forward-looking commentary on Azure is likely to drive the stock following the report, according to TD Cowen analyst Derrick Wood. “Yes, it seems like a fine line to walk and we see scenarios that could steer guidance in either direction , but our expectation is for a down-the-middle guide,” he wrote.

Resumimos esta notícia para que você possa lê-la rapidamente. Se você se interessou pela notícia, pode ler o texto completo aqui. Consulte Mais informação:

 /  🏆 3. in PT
 

Obrigado pelo seu comentário. Seu comentário será publicado após ser revisado.

Portugal Últimas Notícias, Portugal Manchetes

Similar News:Você também pode ler notícias semelhantes a esta que coletamos de outras fontes de notícias.

Chevron, Hess, Roivant, Textainer, Microsoft, Alphabet, and More Stock Market MoversChevron will buy Hess in all-stock deal valued at $53 billion, Roche agrees to buy a developer of a drug for people suffering from inflammatory bowel disease...
Fonte: MarketWatch - 🏆 3. / 97 Consulte Mais informação »

Here's what we hope to see from AI powerhouse Microsoft's quarterly earnings this weekWhen the software giant reports on Tuesday, investors will be looking to see whether its big bet on artificial intelligence is paying off.
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »

Tech's Biggest Earnings Week Is HereMicrosoft and Alphabet kick off a big week of Big Tech earnings Tuesday.
Fonte: MarketWatch - 🏆 3. / 97 Consulte Mais informação »

Nintendo Boss Comments on Microsoft Relationship Following Leaked Acquisition EmailNintendo of America president Doug Bowser says the company's relationship with Microsoft remains 'great.'
Fonte: ComicBook - 🏆 65. / 68 Consulte Mais informação »