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 ...

“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 ...

AI, Azure and security are just some of the biggest topics expected to come up Thursday on the company’s third fiscal quarter earnings call. Updates on Microsoft’s artificial intelligence and ...

Microsoft reports earnings after the market closes today, with the earnings conference call starting at 5:30 p.m. Eastern time.

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 ...

Microsoft earnings are due after the close ... rating on the share and three have Neutral or Hold ratings. None call it a Sell. Guggenheim's John DiFucci is one of the Neutral-rated analysts.

Its earnings per share (EPS ... However, sentiment turned negative toward Microsoft when it provided an outlook for its fiscal third quarter on its conference call. The company expects revenue ...