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Microsoft
Azure is one of the main cloud platforms funding and serving AI workloads.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
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Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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latest quarterly revenue
latest annual profit
latest quarterly profit
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latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Tech stocks live: Chip stocks recover from last week's losses on Google, AMD news
Tech stock news live.
Why it's time to retire the 'Magnificent 7' name: StrategistIt's time to retire the group name as the AI revolution creates new power players.
2 'big' misconceptions about AI's long-term impact on the software sectorRBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.
Breakout Watch: Twilio Stock Rides AI Cloud Toward Buy PointBoosted by demand among top funds and partnerships with Amazon, Google and Microsoft, Twilio eyes a breakout.
Markets may get 'increasingly nervous' if hyperscalers raise AI capex furtherUS stocks (^DJI, ^IXIC, ^GSPC) are mixed ahead of Monday's close as investors await the release of second quarter earnings from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) throughout this week. Tematica Research CIO Chris Versace comes on Market Domination to comment on how markets may end up reacting to AI spending forecasts outlined in these upcoming earnings.
Sector Update: Tech Stocks Rise Late AfternoonTech stocks rose late Monday afternoon with the State Street Technology Select Sector SPDR ETF (XLK)
Why it could benefit going forward
- Azure is one of the main cloud platforms funding and serving AI workloads.
- Copilot can raise average revenue per user across Microsoft 365, GitHub, Dynamics, and security products.
- Its distribution into nearly every large enterprise makes AI attach rates especially valuable.
Moat / edge
- Massive installed base in productivity and enterprise infrastructure.
- Deep cloud stack plus model partnerships and proprietary tooling.
- Switching costs are high once AI workflows are embedded in daily software.
What to watch
- Azure growth excluding currency and one-time items.
- Copilot user adoption, pricing durability, and seat expansion.
- Capex efficiency versus AI revenue realized.
Key risks
- Capex could stay ahead of monetization for longer than the market expects.
- Competition from Google, Amazon, and specialized AI software vendors.
Business snapshot
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics products and cloud services, such as dynamics 365, cloud-based applications, and on-premises ERP and CRM applications. Its Intelligent Cloud segment provides Server products and cloud services comprising Azure and other cloud services, GitHub, Nuance Healthcare, virtual desktop offerings, and other cloud services; server products, including SQL and windows server, visual studio and system center related client access licenses, and other on-premises offerings; enterprise and partner services, such as enterprise support and nuance professional services, industry solutions, Microsoft partner network, and learning experience. The Personal Computing segment provides windows and devices, such as Windows OEM licensing and devices and surface and PC accessories; gaming services and solutions, such as Xbox hardware, content, and services, first- and third-party content Xbox game pass, subscriptions, and cloud gaming, advertising, and other cloud services; search and news advertising services. It sells its products through OEMs, distributors, and resellers; and online and retail stores. The company has a strategic collaboration with Mayo Clinic, Inc. for the development of a frontier AI model for healthcare; and Global Objects, Inc. to build a retrieval-grounded generative AI world model. The company was founded in 1975 and is headquartered in Redmond, Washington.