Microsoft Reports Earnings Today. What to Expect.

There’s little debate on Wall Street that Microsoft will be a long-term winner from the move toward artificial intelligence. But as for when generative AI could materially boost the company’s financial performance? That remains a matter of considerable debate.

But investors have belatedly come to realize that the creation of AI software tools also involves considerable upfront investment in computing resources, putting pressure on margins. Microsoft’s guidance implied 25% to 26% Azure growth for the September quarter, compared with 26% in the June quarter. Microsoft has said it expects AI related work to give Azure a two percentage point boost in the September quarter, up from a one point lift in the June quarter.

“We don’t expect this quarter’s results to provide a strong indication of Microsoft’s development in GenAI in either direction, which is the narrative that we believe will drive the stock’s progression over the medium term,” he writes in a note previewing the quarter. For Microsoft’s September quarter, Wall Street’s consensus as measured by FactSet calls for revenue of $54.5 billion, up 8.8%, with profit of $2.65 a share, up from $2.35 a year earlier.

Portugal Últimas Notícias, Portugal Manchetes

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

Earnings playbook: How to trade a busy week of reports from companies including Microsoft and MetaBig Tech takes center stage in what could be a make-or-break week for S&P 500 earnings.
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »

Nasdaq 100, S&P 500 Weekly Forecast: Alphabet, Microsoft and Amazon Earnings EyedCorporate earnings from tech mega-caps Alphabet, Microsoft, and Amazon could guide market sentiment and set the trading tone for the S&P 500 and Nasdaq 100 in the coming week.
Fonte: DailyFX - 🏆 305. / 63 Consulte Mais informação »

Wall Street week ahead: Amazon, Microsoft, Boeing earnings and rising bond yieldsInvestors are staring down a big week for corporate earnings with reports due from Amazon, Microsoft and Google, as well as Ford and GM with the UAW strike against the automakers dragging on.
Fonte: FoxBusiness - 🏆 458. / 53 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 »

Dow futures lift, Alphabet and Microsoft earnings in focusDow futures lift, Alphabet and Microsoft earnings in focus
Fonte: Investingcom - 🏆 450. / 53 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 »