Satia Nadella, CEO of Microsoft, arrives at the Allen and Co. Conference. Sun Valley Media and Technology in The Sun Valley Resort in Sun Valley, Idaho, July 9, 2024.
Brendan McDdided Reuters
Microsoft He will report the results of the second quarter after the US market closed on Wednesday.
Here are what analysts are looking for, according to Lseg:
- Arrow's profits: $ 3.11
- profit: 68.78 billion dollars
Wall Street expects approximately 11 % annual growth for a quarter that ended on December 31. This would represent the slowest growth of Microsoft's revenues since June 2023. In October, the company has warned of Azure's cloud growth You will slow down In the second financial quarter due to the delay of the third party provider.
Analysts included in CNBC and Streetaccount expect a growth of 31.9 % and 31.1 % of Azure and other cloud services, respectively, in a quarter. Azure 33 % revenues grew in The first financial quarter.
During the second quarter of the fiscal year, Microsoft has announced the Windows 365 Cloud link, a computer that workers can use to Access their requests And the files stored in the cloud. Gabbab unit for the company Declared support For the models of artificial intelligence from man and Google For Chatbot programming as well as the current support for Openai. Microsoft also I invested an additional $ 750 million In Openai during a quarter.
Analysts may ask the administration about the reason why Microsoft has not participated in a White House press conference on January 21 for the Stargate Ai Infrastructure Project 500 billion dollars In investment.
Microsoft shares fell 2 % on Monday as investors considered the effects of artificial intelligence models from Deepseek, a Chinese laboratory. Deepseek presented in December an open source model that the laboratory said was trained on $ 5.6 million, except for previous data and research costs. This would make it more efficient than the models than major American companies. Last week, Dibsic said its latest model, R1, outperformed Openai in some tests.
“We must take developments from China very seriously,” Microsoft CEO Satia Nadila said January 22. Nadila is committed Spend 80 billion dollars On the infrastructure of Amnesty International in the current fiscal year.
Microsoft's shares increased by 6 % in 2025, while the S& P 500 % has gained in the same period.
Executive officials will discuss the quarterly results with analysts and issuance instructions in a collective call starting from 5:30 pm Easter.
This is urgent news. Please check again for updates.
