Microsoft $MSFT expects a significant increase in Q4 CAPEX. Intelligent Cloud sales forecasted between $28.4B - $28.7B. Azure growth projected at 30-31%. Azure contributes 40% to Microsoft revenue. CFO notes 31% growth in Azure revenue driven by AI services.
#deepDiveVideo $MSFT the #AI revolution leader is going to report earnings Windows 11 has seen double the commercial deployments year-over-year, indicating strong market acceptance. https://t.co/qh0GViYmac https://t.co/zHZjT4vJR5
#deepDiveVideo $MSFT the #AI revolution leader is going to report earnings Microsoft's financial strategy includes returning value to shareholders, with $9.7 billion returned in Q3 through dividends and repurchases. https://t.co/qh0GViYmac https://t.co/v24FdXZYEo
From a Morgan Stanley cloud capex spending tracker. "Our cloud capex tracker estimates $172B of cloud capex spending in 2024 (with META, MSFT and GOOGL accounting for $136B, or 80% of 2024 cloud capex spending), up from $157B pre-earnings, and up from $120B in 2023".
From a Morgan Stanley cloud capex spending tracker. "Our cloud capex tracker estimates $172B of cloud capex spending in 2024 (with META, MSFT and GOOGL accounting for $136B, or 80% of 2024 cloud capex spending), up from $157B pre-earnings, and up from $120B in 2023"
Meta $META boosted its 2024 capex forecast in Q1 to $35-40B, for a total spend of approximately $100B over the past 3 years as the Facebook parent is aggressively investing in AI infrastructure. $NVDA $AMD $AVGO https://t.co/2ucnwM5eNn
MORGAN STANLEY: ".. Following $META, $MSFT & $GOOGL reports last week, [our] 2024 Cloud Capex Tracker now points to +44%y/y growth in 2024 (vs +26%y/y prior) adding >$50B of spend .. the strongest Cloud Capex 'Supercycle' since 2018." #CapexArmsRace
#deepDiveVideo $MSFT the #AI revolution leader is going to report earnings The More Personal Computing segment, boosted by the Activision acquisition, reported a 19% revenue increase. https://t.co/qh0GViYTZK https://t.co/LPnLbLSa1O
#deepDiveVideo $MSFT the #AI revolution leader is going to report earnings Microsoft's Intelligent Cloud segment saw a 20% revenue increase, driven by strong performance in both Azure and server products. https://t.co/qh0GViYmac https://t.co/HDrTu0pPyD
Microsoft earnings: Will AI help Azure cloud revenue soar? https://t.co/NYEo2LD4CA https://t.co/kNBkVA9qeQ
#deepDiveVideo $MSFT the #AI revolution leader is going to report earnings The company faces challenges in AI investment costs and maintaining a competitive edge in a rapidly evolving tech landscape. https://t.co/qh0GViYmac https://t.co/R80AlDKYhA
#deepDiveVideo $MSFT the #AI revolution leader is going to report earnings Microsoft Dynamics 365 continues to integrate AI, enhancing CRM capabilities across sales and customer service. https://t.co/qh0GViYTZK https://t.co/uA2n4yVZjO
A quick dive into Microsoft earnings: Is AI-driven growth here? 🏊♂️💭 https://t.co/1WoyDCcxJS $MSFT 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE
After Google $GOOGL, Microsoft $MSFT and Meta $META, cloud Capex for 2024 is trending ~$220bn, or up 35% y/y. We still have to hear from Amazon $AMZN, Oracle $ORCL and China hyper-scalers, but I’d imagine they will follow a similar trend. Microsoft also pointed out that demand…
Here's a AI generated summary of Microsoft's $MSFT earnings call 👀 Positive Highlights: - Record Third Quarter: Microsoft had a record third quarter, indicating strong performance across various segments. - Microsoft Cloud Strength: Microsoft Cloud surpassed $35 billion in…
Microsoft's Cloud AI Demand Surpasses Supply Despite 79% Surge in Capital Spending #AI #artificialintelligence #Azure #capitalspending #cloudAI #CloudServices #datacenterinfrastructure #Investment #llm #machinelearning #Microsoft #supply #Techgiants https://t.co/Xt6UGZti2T https://t.co/15ZM0v7aBT
ROTH/MKM, on $GOOGL: Q: Are you worried about CapEx going up? Is AI getting too expensive already? "Yes, somewhat. Again, largely in line with, $META, Google guided to higher CapEx in 2024. For 1Q, Google spent $12bn in CapEx and expects quarterly CapEx throughout 2024 to be…
$MSFT Microsoft says cloud AI demand is exceeding supply even after 79% surge in capital spending "We do have demand that exceeds our supply by a bit," Microsoft Chief Financial Officer Amy Hood told analysts on the company's earnings call.
Microsoft data point from earns: $MSFT Azure Cloud sales +31% YoY. CFO Hood briefed that ~7% of that growth was attributable to AI (up from 6% in the previous quarter). But the other way to look at is macro/corporate IT spend. 24% of growth is non AI or general cloud compute.
$MSFT CFO: "Azure and other cloud services revenue grew 31% ahead of expectations, while our AI services contributed 7 points of growth as expected..we expect Q4 revenue growth to be 30% to 31% in constant currency or similar to our stronger-than-expected Q3 results" https://t.co/ewoebv19M5
$MSFT CFO: "Azure and other cloud services revenue grew 31% ahead of expectations, while our AI services contributed 7 points of growth as expected" https://t.co/ONkjhOnqW7
Microsoft, Google earnings shine as AI drives revenue https://t.co/M411RVSxfT
More on $MSFT guidance for June. All that matters is Azure was a guide up. 1. Azure y/y revenue growth guide up, expecting 30-31% vs conenses 28.5% 2. Intelligent Cloud guided 1% above the Street. 3. Productivity and Business Processes guided 1% below the Street. 4. Personal…
The Q3 Revenue breakdown.👇🏻 Azure at 40% of all of Microsoft revenue as cloud and AI accelerate. $MSFT https://t.co/TNozytrU2b
MICROSOFT $MSFT SAYS Q4 CAPEX TO INCREASE 'MATERIALLY' MICROSOFT SAYS Q4 INTELLIGENT CLOUD SALES TO BE BETWEEN $28.4B - $28.7B MICROSOFT FORECASTS Q4 AZURE GROWTH OF BETWEEN 30% TO 31%