Microsoft Corp (NASDAQ:MSFT) latest results landed with the force of a Raphinha shot from the edge of the box, at least according to analysts at Wedbush. After markets closed on Wednesday, the tech giant beat forecasts across the board, raised guidance, and made it clear that the AI boom is more than just hype.
Previous to this earning session, my main concern was a slowdown in data center demand, as noted by some reports pointing to a slowdown in Microsoft Corporation's data center buildout. My concern is now gone after FQ3 2025 results. Revenue from Azure grew 33% YOY. Furthermore, Microsoft's AI business drove 16 pps of that improvement. It seems that the limiting factor to burn through their CapEx is the constraints around power supply and not data center demand.
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![]() MSFT In 2 weeks Announced | Quarterly | $0.83 Per Share |
![]() MSFT 2 months ago Paid | Quarterly | $0.83 Per Share |
![]() MSFT 5 months ago Paid | Quarterly | $0.83 Per Share |
![]() MSFT 8 months ago Paid | Quarterly | $0.75 Per Share |
![]() MSFT 11 months ago Paid | Quarterly | $0.75 Per Share |
23 Apr 2025 Date | | - Cons. EPS | - EPS |
29 Jan 2025 Date | | 3.11 Cons. EPS | 3.23 EPS |
28 Jan 2025 Date | | - Cons. EPS | - EPS |
30 Oct 2024 Date | | 3.1 Cons. EPS | 3.3 EPS |
22 Oct 2024 Date | | 3.11 Cons. EPS | - EPS |
![]() MSFT In 2 weeks Announced | Quarterly | $0.83 Per Share |
![]() MSFT 2 months ago Paid | Quarterly | $0.83 Per Share |
![]() MSFT 5 months ago Paid | Quarterly | $0.83 Per Share |
![]() MSFT 8 months ago Paid | Quarterly | $0.75 Per Share |
![]() MSFT 11 months ago Paid | Quarterly | $0.75 Per Share |
23 Apr 2025 Date | | - Cons. EPS | - EPS |
29 Jan 2025 Date | | 3.11 Cons. EPS | 3.23 EPS |
28 Jan 2025 Date | | - Cons. EPS | - EPS |
30 Oct 2024 Date | | 3.1 Cons. EPS | 3.3 EPS |
22 Oct 2024 Date | | 3.11 Cons. EPS | - EPS |
Software - Infrastructure Industry | Technology Sector | Mr. Bradford L. Smith LCA CEO | NASDAQ (NGS) Exchange | US5949181045 ISIN |
US Country | 228,000 Employees | 15 May 2025 Last Dividend | 18 Feb 2003 Last Split | 13 Mar 1986 IPO Date |
Microsoft Corporation, a pioneering technology firm, plays a pivotal role in the global software, services, devices, and solutions sectors, delivering comprehensive and integrated offerings to a worldwide customer base. Since its establishment in 1975, Microsoft has evolved into a tech giant with its headquarters in Redmond, Washington. The company operates through a diverse and dynamic portfolio, comprising the Productivity and Business Processes, Intelligent Cloud, and More Personal Computing segments. By continuously innovating and expanding its product range, Microsoft aims to empower every person and every organization on the planet to achieve more.
Microsoft's wide-ranging products and services are strategically grouped into several segments, each tailored to meet the specific needs of its global user base:
Through a network of OEMs, distributors, resellers, digital marketplaces, online stores, and retail outlets, Microsoft ensures its products and services are easily accessible worldwide, continually striving to meet the evolving needs of its diverse customer base.