💥 Microsoft Earnings Recap: AI + Cloud = 🚀-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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💥 Microsoft Earnings Recap: AI + Cloud = 🚀

港記
05-01

$Microsoft(MSFT)$ just dropped earnings — and wow, it’s clear they’re riding the AI + cloud rocket.

🔹 Cloud revenue hit $42B, up 22% YoY
🔹 AI tools? Already boosting productivity across industries
🔹 CEO Nadella: “We're building data centers across 4 continents — AI demand is global.”

✨ Product Highlights

Microsoft Fabric: 21K+ paying customers, up 80%
Foundry AI: Over 70K enterprise users, processed 1 quadrillion+ tokens 🤯 (up 5x YoY!)
Azure AI: Driving 16 pts of Azure’s 33% growth

📊 Q3 Financials

Revenue: $70.1B (+13%)
EPS: $3.46 (+18%)
Free cash flow: $20.3B
Big enterprise orders (including OpenAI!) are rolling in 💼

🔮 Looking Ahead (Q4 Guidance)

Productivity & Biz (Office, LinkedIn): $32.0–32.35B, up 11–12%
Azure cloud: expected growth of 34–35% (power & chips still a bottleneck)
Windows? A slight dip expected due to OEM normalization

⚠️ Watch-outs

AI infrastructure still constrained
Are AI investments too aggressive? Some analysts wonder…

📣 Your turn:
Is Microsoft the most investable AI play right now, or are we in a hype cycle? Which part excites you more — Azure’s growth or AI adoption?

# 🎉Microsoft Enters $4 Trln Club! Who’s Next to Join the Elite Club?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Venus Reade
·05-02
Best AI, best all rounder tech play in market...
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Merle Ted
·05-02
Hoping we see 450 soon
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Who’s Next to Join the Elite Club?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ef87ffef961546a5aa8678b0024909bb}&rnconfig={\"headerBarHidden\": true}","description":"Microsoft has become the second company in the world to reach a $4 trillion market capitalization after reporting quarterly earnings beats.\nMeta rocketed 11% as topped projections for second-quarter sales and gave a stronger-than-expected forecast for the current period, a sign that the social media company’s advertising business is still growing quickly enough to support aggressive spending on artificial intelligence.\nTwo giants set new all time highs.\nAI battleground heats up: will you hold the two stocks?\nIs their AI spending good news for Nvidia?\nCan Apple become the third one?","image":"https://community-static.tradeup.com/news/b2abfea5c7f49bda628bebe22af9ebda"}],"images":[],"coverImages":[],"title":"💥 Microsoft Earnings Recap: AI + Cloud = 🚀","html":"<html><head></head><body><p> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>  just dropped earnings — and wow, it’s clear they’re riding the <strong>AI + cloud</strong> rocket.</p><p>🔹 <strong>Cloud revenue hit $42B</strong>, up 22% YoY<br>🔹 AI tools? Already boosting productivity across industries<br>🔹 CEO Nadella: “We're building data centers across 4 continents — AI demand is global.”</p><p>✨ <strong>Product Highlights</strong></p><ul style=\"\"><li><p><strong>Microsoft Fabric</strong>: 21K+ paying customers, up 80%</p></li><li><p><strong>Foundry AI</strong>: Over 70K enterprise users, processed <strong>1 quadrillion+ tokens</strong> 🤯 (up 5x YoY!)</p></li><li><p><strong>Azure AI</strong>: Driving <strong>16 pts</strong> of Azure’s 33% growth</p></li></ul><p>📊 <strong>Q3 Financials</strong></p><ul style=\"\"><li><p>Revenue: $70.1B (+13%)</p></li><li><p>EPS: $3.46 (+18%)</p></li><li><p>Free cash flow: $20.3B</p></li><li><p>Big enterprise orders (including OpenAI!) are rolling in 💼</p></li></ul><p>🔮 <strong>Looking Ahead (Q4 Guidance)</strong></p><ul style=\"\"><li><p>Productivity &amp; Biz (Office, LinkedIn): $32.0–32.35B, up 11–12%</p></li><li><p>Azure cloud: expected growth of 34–35% (power &amp; chips still a bottleneck)</p></li><li><p>Windows? A slight dip expected due to OEM normalization</p></li></ul><p>⚠️ <strong>Watch-outs</strong></p><ul style=\"\"><li><p>AI infrastructure still constrained</p></li><li><p>Are AI investments too aggressive? Some analysts wonder…</p></li></ul><p>📣 Your turn:<br>Is Microsoft the most investable AI play right now, or are we in a hype cycle? Which part excites you more — Azure’s growth or AI adoption?</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>  just dropped earnings — and wow, it’s clear they’re riding the <strong>AI + cloud</strong> rocket.</p><p>🔹 <strong>Cloud revenue hit $42B</strong>, up 22% YoY<br>🔹 AI tools? Already boosting productivity across industries<br>🔹 CEO Nadella: “We're building data centers across 4 continents — AI demand is global.”</p><p>✨ <strong>Product Highlights</strong></p><ul style=\"\"><li><p><strong>Microsoft Fabric</strong>: 21K+ paying customers, up 80%</p></li><li><p><strong>Foundry AI</strong>: Over 70K enterprise users, processed <strong>1 quadrillion+ tokens</strong> 🤯 (up 5x YoY!)</p></li><li><p><strong>Azure AI</strong>: Driving <strong>16 pts</strong> of Azure’s 33% growth</p></li></ul><p>📊 <strong>Q3 Financials</strong></p><ul style=\"\"><li><p>Revenue: $70.1B (+13%)</p></li><li><p>EPS: $3.46 (+18%)</p></li><li><p>Free cash flow: $20.3B</p></li><li><p>Big enterprise orders (including OpenAI!) are rolling in 💼</p></li></ul><p>🔮 <strong>Looking Ahead (Q4 Guidance)</strong></p><ul style=\"\"><li><p>Productivity &amp; Biz (Office, LinkedIn): $32.0–32.35B, up 11–12%</p></li><li><p>Azure cloud: expected growth of 34–35% (power &amp; chips still a bottleneck)</p></li><li><p>Windows? A slight dip expected due to OEM normalization</p></li></ul><p>⚠️ <strong>Watch-outs</strong></p><ul style=\"\"><li><p>AI infrastructure still constrained</p></li><li><p>Are AI investments too aggressive? Some analysts wonder…</p></li></ul><p>📣 Your turn:<br>Is Microsoft the most investable AI play right now, or are we in a hype cycle? Which part excites you more — Azure’s growth or AI adoption?</p></body></html>","text":"$Microsoft(MSFT)$ just dropped earnings — and wow, it’s clear they’re riding the AI + cloud rocket. 🔹 Cloud revenue hit $42B, up 22% YoY 🔹 AI tools? Already boosting productivity across industries 🔹 CEO Nadella: “We're building data centers across 4 continents — AI demand is global.” ✨ Product Highlights Microsoft Fabric: 21K+ paying customers, up 80% Foundry AI: Over 70K enterprise users, processed 1 quadrillion+ tokens 🤯 (up 5x YoY!) Azure AI: Driving 16 pts of Azure’s 33% growth 📊 Q3 Financials Revenue: $70.1B (+13%) EPS: $3.46 (+18%) Free cash flow: $20.3B Big enterprise orders (including OpenAI!) are rolling in 💼 🔮 Looking Ahead (Q4 Guidance) Productivity & Biz (Office, LinkedIn): $32.0–32.35B, up 11–12% Azure cloud: expected growth of 34–35% (power & chips still a bottleneck) Windows? A slight dip expected due to OEM normalization ⚠️ Watch-outs AI infrastructure still constrained Are AI investments too aggressive? Some analysts wonder… 📣 Your turn: Is Microsoft the most investable AI play right now, or are we in a hype cycle? Which part excites you more — Azure’s growth or AI adoption?","highlighted":1,"essential":2,"paper":2,"likeSize":121,"commentSize":2,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/430323064881288","repostId":0,"isVote":1,"tweetType":1,"viewCount":2416,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":937,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":430649298862160,"commentId":"430649298862160","gmtCreate":1746170263932,"gmtModify":1746170268855,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010991","authorId":10000000000010992,"name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":430323064881288,"objectIdStr":"430323064881288","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Best AI, best all rounder tech play in market...","text":"Best AI, best all rounder tech play in market...","html":"Best AI, best all rounder tech play in market...","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":430649334161480,"commentId":"430649334161480","gmtCreate":1746170199204,"gmtModify":1746170204161,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":430323064881288,"objectIdStr":"430323064881288","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Hoping we see 450 soon","text":"Hoping we see 450 soon","html":"Hoping we see 450 soon","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}