During the earnings call, analysts raised questions about Microsoft's execution challenges in non-AI Azure services and the company's strategy around its partnership with OpenAI. Executives ...
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by more efficient models.
Also, organizations are exercising caution given the macroeconomic uncertainty,’ Microsoft CEO Satya Nadella said on the company’s second-quarter earnings call. Microsoft CEO Satya Nadella ...
Read on for more of what to expect during Microsoft’s fourth fiscal quarter earnings call. Tuesday’s earnings call will mark Microsoft’s since the July 19 faulty CrowdStrike update that ...
DeepSeek, DeepSeek, DeepSeek: CEOs keep getting asked about the Chinese AI startup on earnings calls
Microsoft Microsoft CEO Satya Nadella mentioned DeepSeek twice in his prepared remarks during an earnings call on January 29. He said that the Copilot+ PC laptops, which Microsoft has called the ...
Skype is among the world’s most long-lasting digital brands. But other mobile apps took off faster, and Skype didn’t see the Covid bump that Zoom did.
“Investor sentiment might even improve” after Microsoft’s earnings call if Microsoft pins its Stargate and OpenAI decisions on being more disciplined with capital spending, UBS analyst Karl ...
(Getty Images) Microsoft is due to report March quarter earnings after the close of trading ... For the June quarter, consensus estimates call for total revenue of $64.6 billion and profits ...
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