Microsoft Corporation (MSFT)

[Mithrandir77]

vor 23 Stunden von LongtermInvestor:

heute Abend werden wir es sehen. Bin da ebenfalls gespannt.

 

Zitat

Amazon’s cloud group grew recorded revenue growth of 18% in the second quarter, slightly ahead of analysts’ estimates.  

 On Wednesday, Microsoft CEO Satya Nadella said revenue from Azure and other cloud services exceeded $75 billion in the fiscal year ending June 30, with growth in the quarter of 39%. It’s the first time Microsoft has provided a dollar figure for the business. Last week, Alphabet reported revenue of $13.62 billion for its cloud computing business, a 32% increase from a year ago.

 

[frogger321]

https://www.handelsblatt.com/technik/it-internet/quartalszahlen-microsoft-alphabet-uebertreffen-markterwartungen-meta-enttaeuscht/100165936.html

Bei Microsoft hat der wachsende Bedarf an Rechenkapazitäten für Künstliche Intelligenz (KI) zu einem überraschend starken Quartalsergebnis geführt. Der Konzernumsatz sei um 18 Prozent auf 77,7 Milliarden Dollar gestiegen, teilte der Softwarekonzern am Mittwoch mit. Die Cloud-Sparte Azure sei sogar um 40 Prozent gewachsen.

„Daher investieren wir weiterhin verstärkt in KI“, sagte Microsoft-Chef Satya Nadella. Microsoft wird 2025 voraussichtlich 120 Milliarden Dollar in den Ausbau der KI-Infrastruktur stecken.

Der operative Gewinn stieg im Berichtszeitraum den Angaben zufolge um 24 Prozent auf 38 Milliarden Dollar. Das Nettoergebnis wuchs ähnlich stark auf 4,13 Dollar je Aktie. Das Papier notierte nachbörslich rund 2,5 Prozent tiefer.

 

https://finanzmarktwelt.de/microsoft-quartalszahlen-7-368822

Microsoft-Quartalszahlen übertreffen Erwartungen – Aktie -3 %

Microsoft hat vor wenigen Augenblicken seine Quartalszahlen veröffentlicht. Hier zeigen wir die wichtigsten Details.

Der Umsatz liegt bei 77,67 Milliarden Dollar (Vorjahresquartal 65,59 / für heute erwartet 75,55).

Der Gewinn pro Aktie liegt bei 3,72 Dollar (Vorjahresquartal 3,30/ für heute erwartet 3,68).

Die „Microsoft Intelligent Cloud“-Umsätze steigen im Jahresvergleich um 28 % auf 30,9 Milliarden Dollar (für heute erwartet 30,18).

Die Investitionsausgaben (CapEx) im letzten Quartal 34,9 Milliarden Dollar (erwartet 30).

Die Aktie notiert nachbörslich mit -3 % (Gewinnmitnahmen? Sell on good news?)

Headline-Aussage von Microsoft zu den Quartalszahlen: “Our planet-scale cloud and AI factory, together with Copilots across high value domains, is driving broad diffusion and real-world impact,“ said Satya Nadella, chairman and chief executive officer of Microsoft. “It’s why we continue to increase our investments in AI across both capital and talent to meet the massive opportunity ahead.”

“We delivered a strong start to the fiscal year, exceeding expectations across revenue, operating income, and earnings per share,” said Amy Hood, executive vice president and chief financial officer of Microsoft. “Continued strength in the Microsoft Cloud reflects the growing customer demand for our differentiated platform.”

The following table reconciles our financial results reported in accordance with generally accepted accounting principles (GAAP) to non-GAAP financial results. Additional information regarding our non-GAAP definition is provided below. All growth comparisons relate to the corresponding period in the last fiscal year.

[LongtermInvestor]

super Ergebnisse:

 

Microsoft Cloud and AI Strength Drives First Quarter Results

REDMOND, Wash. — October 29, 2025 — Microsoft Corp. today announced the following results for the quarter ended September 30, 2025, as compared to the corresponding period of last fiscal year:

·        Revenue was $77.7 billion and increased 18% (up 17% in constant currency)

·        Operating income was $38.0 billion and increased 24% (up 22% in constant currency)

·        Net income, on a GAAP basis, was $27.7 billion and increased 12%, and on a non-GAAP basis was $30.8 billion and increased 22% (up 21% in constant currency)

·        Diluted earnings per share, on a GAAP basis, was $3.72 and increased 13%, and on a non-GAAP basis was $4.13 and increased 23% (up 21% in constant currency)

·        Non-GAAP results exclude the impact from investments in OpenAI, explained in the Non-GAAP Definition section below

 

“Our planet-scale cloud and AI factory, together with Copilots across high value domains, is driving broad diffusion and real-world impact," said Satya Nadella, chairman and chief executive officer of Microsoft. “It’s why we continue to increase our investments in AI across both capital and talent to meet the massive opportunity ahead.”

 

“We delivered a strong start to the fiscal year, exceeding expectations across revenue, operating income, and earnings per share,” said Amy Hood, executive vice president and chief financial officer of Microsoft. “Continued strength in the Microsoft Cloud reflects the growing customer demand for our differentiated platform.”