External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Equity Bottom-Up

<ul><li>Microsoft reported (1 May HKT) 3QFY25 (June year-end) results: revenue was US$70.1bn, up 13.3% YoY (2QFY25: +12.3% YoY), 2% better than both our forecast and consensus estimates, mainly driven by a 3/6% beat in Intelligent Cloud / More Personal Computing (MPC) segment.</li><li>Net profit was up 17.7% YoY to US$25.8bn, 7% better than our forecast and consensus, driven by better-than-expected operating efficiency gains across business segments.</li><li>The improved execution and acceleration in revenue growth of largest customers, combined with ongoing strong demand in AI related cloud services drove a reacceleration in overall cloud revenue growth in 3QFY25, and such growth is likely to sustain in 4QFY25. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Microsoft reported (1 May HKT) 3QFY25 (June year-end) results: revenue was US$70.1bn, up 13.3% YoY (2QFY25: +12.3% YoY), 2% better than both our forecast and consensus estimates, mainly driven by a 3/6% beat in Intelligent Cloud / More Personal Computing (MPC) segment.Net profit was up 17.7% YoY to US$25.8bn, 7% better than our forecast and consensus, driven by better-than-expected operating efficiency gains across business segments.The improved execution and acceleration in revenue growth of largest customers, combined with ongoing strong demand in AI related cloud services drove a reacceleration in overall cloud revenue growth in 3QFY25, and such growth is likely to sustain in 4QFY25. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Microsoft (MSFT US) - Cloud revenue growth reaccelerated

<ul><li>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, driven by a 3/2% beat in productivity and business process (PBP) / more personal computing (MPC) segment, while partly offset by a 1% short in Intelligent Cloud (IC) segment.</li><li>Net profit was up 10% YoY to US$24.1bn, 3% better than consensus, driven by better-than-expected operating efficiency gains.</li><li>Management noted that Azure AI services revenue generation was ahead of expectations, while non-AI cloud services was slightly lower than expectation due to go to market execution challenges, and the trend is likely to sustain in 2HFY25. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

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, driven by a 3/2% beat in productivity and business process (PBP) / more personal computing (MPC) segment, while partly offset by a 1% short in Intelligent Cloud (IC) segment.Net profit was up 10% YoY to US$24.1bn, 3% better than consensus, driven by better-than-expected operating efficiency gains.Management noted that Azure AI services revenue generation was ahead of expectations, while non-AI cloud services was slightly lower than expectation due to go to market execution challenges, and the trend is likely to sustain in 2HFY25. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Microsoft (MSFT US) - Cloud Revenue Growth and AI Related Monetization Remain Keys to Watch

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

<ul><li>The speaker reflects on the excitement and nervousness of facing a new platform shift in technology and the need for continual innovation</li><li>They consider the broader economic impact of technological advancements, like AI, and the potential for breakthroughs in various industries</li><li>The decision to partner with OpenAI was driven by Microsoft's history of seeking out ambitious technology innovators to collaborate with, even when the outcome is uncertain.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The speaker reflects on the excitement and nervousness of facing a new platform shift in technology and the need for continual innovationThey consider the broader economic impact of technological advancements, like AI, and the potential for breakthroughs in various industriesThe decision to partner with OpenAI was driven by Microsoft's history of seeking out ambitious technology innovators to collaborate with, even when the outcome is uncertain.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and Poetry

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Microsoft’s latest earnings report for its fiscal second quarter of 2025 reveals a compelling mix of strengths and challenges.</li><li>While the company demonstrated solid overall revenue and profit growth, a slowdown in its flagship cloud computing business, Azure, tempered investor enthusiasm.</li><li>The stock reacted negatively, slipping 5% in after-hours trading, reflecting concerns about whether Microsoft can maintain its momentum in an increasingly competitive AI and cloud landscape.</li></ul>

Microsoft’s latest earnings report for its fiscal second quarter of 2025 reveals a compelling mix of strengths and challenges.While the company demonstrated solid overall revenue and profit growth, a slowdown in its flagship cloud computing business, Azure, tempered investor enthusiasm.The stock reacted negatively, slipping 5% in after-hours trading, reflecting concerns about whether Microsoft can maintain its momentum in an increasingly competitive AI and cloud landscape.

Microsoft’s Cloud Growth Hits A Speed Bump Amidst AI Surge: A Turning Point For Investors?

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>Nvidia, in characteristic fashion, murdered EPS estimates.</li><li>Revenue was $2 billion ahead of the guide, and the guide was another $4 billion ahead of consensus for the next quarter.</li><li>Going into the print, many people were concerned that positioning was bad, i.e., everyone was bullish and expectations were too high. Well, they did not disappoint.</li></ul>

Nvidia, in characteristic fashion, murdered EPS estimates.Revenue was $2 billion ahead of the guide, and the guide was another $4 billion ahead of consensus for the next quarter.Going into the print, many people were concerned that positioning was bad, i.e., everyone was bullish and expectations were too high. Well, they did not disappoint.

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

Microsoft (MSFT US) - Cloud revenue growth reaccelerated

Microsoft reported (1 May HKT) 3QFY25 (June year-end) results: revenue was US$70.1bn, up 13.3% YoY (2QFY25: +12.3% YoY), 2% better than both our...

CMB International

Microsoft Chairman & CEO: AI, Chip Shortage, Empathy, and Poetry

Satya Nadella discusses the importance of partnerships and innovation in the tech industry, reflecting on past platform shifts and emphasizing the...

In Good Company with Nicolai Tangen

Microsoft’s Cloud Growth Hits A Speed Bump Amidst AI Surge: A Turning Point For Investors?

Microsoft’s latest earnings report for its fiscal second quarter of 2025 reveals a compelling mix of strengths and challenges. While the company...

Baptista Research

Nvidia: Better than Dreamed

Think about how good Nvidia's earnings are. It's even better than that. Think about it again. It's better still. It's that good. Jokes aside,...

Fabricated Knowledge

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