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 ...

Skype is among the world’s most long-lasting digital brands. But other mobile apps took off faster, and Skype didn’t see the ...

“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 ...

Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by more efficient models.

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 ...

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 ...

For almost the entirety of Microsoft's existence, the company spent far more on R&D than CAPEX. MSFT, like others in the Mag 7, is making a pronounced "cross over" from spending on immediately ...

Revenue in Microsoft's 'Intelligent Cloud' segment was $25.5 billion for the quarter, an increase of 19 percent year-over-year (YoY). Within that, server products and cloud services revenue increased ...

The earnings call was supplanted by a management call ... including one to restart a Three Mile Island nuclear reactor for Microsoft data centers. BofA and J.P. Morgan analysts said a meeting ...