Microsoft (MSFT US) - Cloud Revenue Growth and AI Related Monetization Remain Keys to Watch
Microsoft reported (30 Jan HKT) 2QFY25 (June year-end) results: revenue was US$69.6bn, up 12% YoY (1QFY25: +16% YoY), 1% better than consensus
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Microsoft (MSFT US) - AI Related Monetization Key to Watch
Microsoft reported (31 Oct HKT) inline1QFY25 (June year-end) results: revenue was US$65.6bn, up 16% YoY (4QFY24: +15% YoY; 1QFY24: +13% YoY)
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Microsoft (MSFT US) - Results Inline; AI Demand Remains Strong and Unmet
Microsoft reported (31 Jul HKT) inline 4QFY24 (June year-end) results: revenue was US$64.7bn, up 15% YoY (3QFY24: +17% YoY
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Microsoft (MSFT US) - AI Related Demand Remained Strong
Microsoft reported (26 Apr BJT) better-than-expected 3QFY24 (June year-end) results: revenue was US$61.9bn, up 17% YoY (2QFY24: +18% YoY; 3QFY23:...
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Semiconductors - Thematic Investing and Megatrends
We believe cloud service providers (CSPs) in China are trying to pick up the pace in capex in compute infrastructure to keep up with the relentless...
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