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Microsoft’s AI revenue run rate reaches $13B annually
Microsoft’s AI revenue run rate reaches $13B annually as tech giant tops earnings expectations
AI revenue run rate reached $13 billion, as the company reported $69.6 billion in revenue for the December quarter, up 12%, with earnings of $3.23/share, topping Wall Street's expectations by both measures.
Microsoft says AI revenue has surpassed $13 billion annual run rate
Microsoft CEO Satya Nadella told analysts on the company's earnings call that its revenue from AI has surpassed an annual run rate of $13 billion. He said Microsoft has more than 200,000 monthly users on its Azure AI services,
Microsoft's Q2 Surprise: AI Revenue Soars 175%
Before that, a clip of Satya Nadella being “good” with his $80 billion went viral, and it seems as if Microsoft is only doubling down on AI from now. It recently reported its fiscal Q2 2025 earnings.
Microsoft, cloud
Microsoft AI investments cause cloud operating income growth to plunge
Microsoft is stuck in an infrastructure investment arms race that could lead customers to ask difficult questions about costs, said analysts.
Microsoft's stock drops as cloud growth underwhelms
Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.
Microsoft shares dip as cloud growth misses estimates but spending grows
Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for overall quarterly revenue and increasing use of its cloud services for artificial intelligence.
12h
on MSN
What We Learned About the Future of AI from Microsoft and Meta Earnings
Key Takeaways Microsoft, Meta, and IBM all highlighted healthy growth in their AI businesses in the last three months of 2024 ...
1d
on MSN
Microsoft's AI business is booming. It's not enough to soothe investors.
Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI ...
1h
2 AI Stocks to Buy Before They Soar to $4 Trillion in 2025, According to Certain Wall Street Analysts
Certain Wall Street analysts expect Nvidia and Microsoft to achieve market values of $4 trillion in 2025, something no ...
14h
Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
1d
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...
1d
on MSN
Microsoft reports 10% quarterly profit growth as it works to show AI investments paying off
Microsoft Corp. said Wednesday that its profit for the October-December quarter grew 10% from the same time last year as it ...
CRN
20h
Microsoft Q2 2025 Earnings Preview: 5 Things To Know
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
11h
on MSN
Here’s why Microsoft’s stock got pummeled after it beat revenue and profit forecasts
Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.
2d
on MSN
DeepSeek defense: Microsoft earnings will offer new chance to detail AI capital spending plans
Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs ...
19h
Microsoft's cloud outlook knocks shares, Meta rises on AI payoff signs
Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud ...
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