What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
Learn more here. Operator Greetings, and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. At this time, all participants are in a listen-only mode. A question-and ...
During the earnings call, analysts raised questions about Microsoft's execution challenges in non-AI Azure services and the company's strategy around its partnership with OpenAI. Executives ...
Mark Moerdler; Analyst; Sanford C. Bernstein & Co. Hey, greetings and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. (Operator Instructions) As a reminder ...
Microsoft (NASDAQ: MSFT) has quickly emerged as a leading player in the generative AI race through internal investments in ...
Its earnings per share (EPS ... However, sentiment turned negative toward Microsoft when it provided an outlook for its fiscal third quarter on its conference call. The company expects revenue ...
Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 earnings, Microsoft announced revenue of $69.6 billion for the quarter, up ...
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, ...
Big Tech earnings showed Microsoft, Meta, and others sticking to their AI spending plans despite DeepSeek's R1 launch.
Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...
Greetings and welcome to the Microsoft Fiscal Year 2025 Second Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow ...