Satya Nadella, CEO of Microsoft, spokesperson for “Squawk Box” from CNBC outside the World Economic Forum in Davos, Switzerland, on January 22, 2025.
Jerry Miller CNBC
Microsoft The shares decreased by more than 6 % after issuing weak directions in the current quarter after the bell on Wednesday.
The software giant Wall Street Estimates of the second quarter financialPublishing $ 3.23 per share profits at $ 69.63 billion in revenue. This exceeded the share profits of $ 3.11 and $ 68.78 billion in revenue expectations by LSEG analysts. The stocks were at the worst day for more than two years.
This decrease came at a time when Amy Hood, President of Microsoft Finance, said that the company expects the revenues of the current quarter ranging from 67.7 billion dollars and 68.7 billion dollars, less than 69.78 billion dollars, per Lseg. Revenue has grown by 12.3 % on an annual basis, which is the slowest growth since mid -2023.
Microsoft has also published a slowdown in growth in other cloud services revenues. The part increased by 31 %, a decrease from 33 % in the previous quarter.
Many Wall Street analysts I stood beside the technology giant Despite the disappointing guide and the slow Azure. Goldman Sachs Cash Rangan analyst described the company as a “good place” to continue to benefit from the adoption of artificial intelligence and the “most investment opportunities” in the industry.
“Microsoft has proven that it can lead cloud works, and now they have shown that it can lead the largest business of Amnesty International through a group of high -quality GEN AI and GEN AI applications,” Bernstein Mark Mwireler wrote as an independent of artificial intelligence.
Microsoft shares decreased by 2 % during the Monday session as part of the sales of the broader technology sector. The decrease came at a time when Wall Street assessed the repercussions from Dibsic of artificial intelligence Models. It is estimated that China’s emerging has trained its open source model on a small part of the costs of other competing American products.
The CEO of Microsoft Satya Nadella said during the profit call that the R1’s Deepseek is currently available through Github and Azure Ai Foundry. He said he will eventually be available on Copilot+ PCS.
Other technology shares witnessed strong gains during the trading session on Thursday against the background of profits. Definition platforms Nearly 4 % jump on Strong results, while Timing I occupied though Missing estimates And reporting a decrease in car revenue. IBM 14 % has emerged on Strong results And noticeable gains in its software work with the growth of artificial intelligence demand.
Microsoft fell 1.5 % since the beginning of 2025.
https://image.cnbcfm.com/api/v1/image/108090594-1737562586757-9GSqwC8c.jpg?v=1738256114&w=1920&h=1080
Source link