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Microsoft tops earnings estimates as Azure, AI drive growth: Microsoft posted strong results for its quarterly earnings on Wednesday, beating expectations and ...
dailysabah.com/business/tech/microsoft-tops-earnings-estimates-as-azure-ai-drive-growth
Microsoft tops earnings estimates as Azure, AI drive growth
Change of leadership: New CEO opens Microsoft Ignite: The fact that Judson Althoff, rather than Satya Nadella, delivered the first keynote address at the ...
it-business.de/stabwechsel-neuer-ceo-eroeffnet-die-microsoft-ignite-a-8cdd932f01baeb2a1a84dc38c30da686/
Change of leadership: New CEO opens Microsoft Ignite
Amazon to Nvidia: Which tech stock is worth investing in now? What analysts say: Five of the six major technology companies have released their quarterly results ...
handelsblatt.com/finanzen/maerkte/aktien/amazon-bis-nvidia-welche-tech-aktie-lohnt-sich-jetzt-das-sagen-analysten/100168995.html
Amazon to Nvidia: Which tech stock is worth investing in now? What ...
Meta, Google, and Microsoft Triple Down on AI Spending: Three of the biggest US tech companies reported record profits and record infrastructure spending on ...
wired.com/story/microsoft-google-meta-2025-earnings/
Meta, Google, and Microsoft Triple Down on AI Spending
Microsoft beats revenue expectations and invests a further €30bn in AI: Microsoft beat earnings expectations and outlined a renewed push into AI and cloud ...
euronews.com/business/2025/10/30/microsoft-beats-revenue-expectations-and-invests-a-further-30bn-in-ai
Microsoft beats revenue expectations and invests a further €30bn in AI
Microsoft continues to grow, earns more, and plans to massively expand its data centers
heise.de/news/Microsoft-waechst-weiter-verdient-mehr-und-will-Rechenzentren-massiv-ausbauen-10963872.html
Microsoft continues to grow, earns more, and plans to massively expand its ...
Nebius: Price jump! This fuels the rally: A billion-dollar deal with Microsoft sends Nebius shares soaring 50 percent in after-hours trading ...
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Technology: The 400 Billion Bet - | How worthwhile is AI for Big Tech?: AI is becoming increasingly important for Big Tech - | and more costly ...
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AI boom: Microsoft makes $279 million in profit per day: Microsoft is benefiting from the AI boom and presenting strong quarterly figures ...
pcgameshardware.de/Wirtschaft-Thema-238882/News/Microsoft-macht-100-Milliarden-US-Dollar-Gewinn-1478754/
AI boom: Microsoft makes $279 million in profit per day
Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion
cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html
Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 ...
Key FactsMicrosoft tops forecasts and reports Azure revenue for first time
Jul 30, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com
  • Microsoft reported EPS of $3.65 and revenue of $76.44 billion, both exceeding LSEG expectations.

  • Microsoft disclosed Azure’s dollar scale for the first time; fiscal-2025 revenue exceeded $75 billion, while quarterly growth reached 39%.

  • Finance chief Amy Hood forecast first-quarter revenue of $74.7 billion to $75.8 billion, above the $74.09 billion LSEG consensus.

  • Microsoft expects over $30 billion in first-quarter capital expenditures and assets acquired through finance leases, while data-center capacity remains constrained.
  • "I talked about it, my gosh, in January, and said I thought we'd be in better supply-demand shape by June," Hood said. "And now I'm saying I hope I'm in better shape by December."— Microsoft CFO Amy Hood, on a conference call with analysts, discussing the expected supply-demand balance and quarterly outlook.
Microsoft Stock Heads Skyward On Azure Cloud Business: Microsoft crushed Wall Street's targets for its fiscal Q4 thanks to its cloud computing and AI businesses ...
investors.com/news/technology/microsoft-stock-msft-fiscal-q4-2025/
Microsoft Stock Heads Skyward On Azure Cloud Business
Tech company: Strong cloud business gives Microsoft a tailwind: Microsoft exceeds market expectations in all areas. The cloud business, in particular ...
handelsblatt.com/technik/it-internet/tech-konzern-starkes-cloud-geschaeft-gibt-microsoft-rueckenwind/100145214.html
Tech company: Strong cloud business gives Microsoft a tailwind
Microsoft reports strong cloud earnings, with Windows and Xbox up too: Microsoft’s Q4 fiscal 2025 earnings are strong for cloud. Azure is up year-over-year ...
theverge.com/news/716191/microsoft-q4-2025-earnings-revenue-profits-windows-xbox-gaming-surface
Microsoft reports strong cloud earnings, with Windows and Xbox up too
Coreweave signs new $4 bln deal with OpenAI, filing shows: Nvidia-backed AI company Coreweave has signed an additional agreement with OpenAI under which the ...
reuters.com/business/coreweave-signs-new-4-bln-deal-with-openai-filing-shows-2025-05-15/
Coreweave signs new $4 bln deal with OpenAI, filing shows
Key FactsCoreWeave Outlook: CapEx and Lockup Risks
May 15, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: wccftech.com
  • CoreWeave reported Q1 2025 revenue of $981.632 million, beating consensus by 14%.

  • Guidance disappointed with projected Q2 CapEx of $3–3.5 billion alongside revenue guidance of $1.06–1.10 billion, and FY2025 revenue is forecast at $4.9–5.1 billion with CapEx of $20–23 billion.

  • The company added Google as a hyperscaler customer and carries an order backlog of $25.9 billion, including $11.2 billion from OpenAI.

  • DA Davidson downgraded CoreWeave to Underperform with a $36 price target, noting limited short-term downside due to a very small float and very high cost to borrow but warning risk may increase after lockup expirations and potential secondary offerings.
  • We realize shares may have limited short-term downside given the very small float and very high cost to borrow, but that may change upon the expiration of the lockup and likely need for secondaries.
    — Gil Luria, DA Davidson analyst, commenting on CoreWeave (CRWV) and the stock's limited downside due to its float
Microsoft: Better than Alphabet and Amazon - | What's behind it?: Microsoft shares rise after strong cloud figures; here's why Azure growth is outpacing ...
deraktionaer.de/artikel/aktien/microsoft-besser-als-alphabet-und-amazon-das-steckt-dahinter-20379497.html
Microsoft: Better than Alphabet and Amazon - | What's behind it?