MSFT
☁️ Microsoft delivered strong quarterly results driven by robust cloud performance, with Azure revenue growth hitting 33%, surpassing the expected 31%.
📈 Unlike previous mixed quarters, Microsoft showed strength across all major segments, including Productivity (Office 365, Dynamics) and More Personal Computing (Windows), indicating a broad-based recovery and expansion.
💰 The company returned nearly $10 billion to shareholders via dividends and share repurchases, highlighting financial health alongside significant growth investments, particularly in AI which benefits its cloud segment.
@bernardodegarcia:
“Microsoft revenue $77.1 billion, up 13%. Operating income up 16%, Net income up 18%, Earnings per share up 18%. Cloud and AI are inputs for every business to keep expanding, reduce costs, and accelerate growth. We delivered a very good quarterly result with cloud revenue up 20%. Revenue in Productivity was almost $30 billion, an increment of 10%. Microsoft Commercial increased 11%. Microsoft Dynamics up 11%. Intelligent Cloud up 21%. Azure and other cloud services up 33%, growth of 31% was expected. Okay. More Personal Computing, Windows OEM devices… We’ve seen many mixed quarterly results from Microsoft over the last year. Yes, we had growth in Cloud, but Windows, Dynamics, Microsoft 365 were falling, and this has turned around quite significantly. This impacts related stocks like Amazon, Nvidia, Super Micro Computer due to the cloud theme. Microsoft returned almost $10 billion to shareholders in dividends and share repurchases. Okay. A very pleasant surprise from Microsoft, growth in all its verticals, which are few now. And finally, I think this removes the stone. Now we only have recession fears left.”
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