Microsoft (MSFT) Q3 2025

Microsoft The shares rose about 9 % in the trading extending on Wednesday after the company was informed

Here is the way the company led compared to the consensus of Lseg:

• Arrow’s profits: $ 3.46 for $ 3.22 expected
• profit: 70.07 billion dollars for 68.42 billion dollars expected

Microsoft called for revenues in the range of $ 73.15 billion to 74.25 billion dollars. The middle of the range was higher than the LSEG consensus of $ 72.26 billion. The company sees 34 % to 35 % in the growth of Azure in a fixed currency, compared to 31.5 % consensus in Streetaccount.

The administration has repeated that capital expenditures will grow in the new fiscal year, although a slower rate than the current fiscal year 2025. The margin of operating the company of 43.35 % was shy of 43.5 % street consensus.

Revenue increased by 13 % on an annual basis in the third quarter of the fiscal year, which ended on March 31, according to statement. Net income increased by 18 % to $ 25.8 billion from 21.9 billion dollars, or $ 2.94 per share, a year ago.

While profits and revenues have been issued, these results appear backward. President Donald Trump The overwhelming customs tariffs were announced in early April, and therefore the optimistic expectations of the company provided some comfort to investors who were concerned about how technology companies rented the remainder of the year.

CEO Satia Nadila She said earlier this year that Microsoft plans to spend $ 80 billion in the fiscal year 2025 to build data centers that can deal with the burdens of artificial intelligence work. This requires huge imports from the outside, which means that the costs may increase significantly depending on the location of the tariffs.

Microsoft continued to invest intensively in Amnesty International’s infrastructure during the quarter. Capital expenses, with the exception of financial rental contracts, amounted to $ 16.75 billion, an increase of approximately 53 %. Analysts signed by the polls by Visible Alpha 16.37 billion dollars.

The company’s AZURE’s revenue grew 33 %, with 16 points of AI’s growth. Analysts included in Street Street and CNBC expected a growth of 30.3 % and 29.7 %, respectively.

In January, Microsoft A disappointing mark has been developed The implementation of the cloud is not AHIN Azure with the customers who share it alongside the partners. Microsoft’s head of finances, Microsoft, told analysts that Microsoft witnessed some improvement in these efforts during this quarter. She said: “Things were a little better, and we still have some work to be performed in our movements on a large scale and we encourage us from our progress.”

The smart cloud unit of Microsoft, which includes Azure 26.75 billion dollars of revenue, produced an increase of about 21 % and more than the consensus of the street of $ 26.16 billion.

Microsoft said more than 15 million people are now using the Github Copilot assistant, and four times more than last year.

Revenue in the productivity and commercial operations sector, which contains office and LinkedIn programs, increased by 10 % to $ 29.94 billion, overcoming the consensus of the street of $ 29.57 billion. Hood said that the talent solutions in LinkedIn provide to employees “are still affected by the weakness in the recruitment market.”

In the Personal Computing Unit, it contained Windows, Search Advertising, Advices and video game devices, revenues increased by 6 % to $ 13.37 billion, which is higher than the street consensus of $ 12.66 billion.

Microsoft said the sales of devices and Windows operating licenses for hardware manufacturers increased by 3 %, as stock levels remain high due to the induction uncertainty. Technology industry researcher Gartner I estimated that computer shipments rose 4.8 % in the quarter.

“We are still seeing the increase in traction as the end of support for Windows 10 is approaching,” Nadilla said. The operating system that was presented in 2015 will end in October. He said that publishing operations in the next generation of Windows 11 operating system among commercial customers increased by about 75 %.

During this quarter, which ended on March 31, Microsoft announced an amendment with its relationship with the main Ai partner Openai. The company said it will achieve Right From the first rejection when Openai wants a new computing capacity, but he will not always have to present it. On the same day, Openai announced Stargate Amnesty International Infrastructure Project alongside Oracle and Softbank In the White House.

Microsoft said she had received $ 623 million in “other expenses” during a quarter. The amount includes the losses recognized on stock method investments, including Openai. The number was $ 2.29 billion in the previous quarter.

As of the closure of Wednesday, Microsoft shares decreased by 7 % for this year, while the S&P 500 index decreased by about 6 %.

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