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...
291 Views
Semiconductors - Thematic Investing and Megatrends: Resilient 1Q25 Capex Among Hyperscalers
Bloomberg consensus projects the Big Four’s capex to increase by 48% YoY / 8% QoQ to ~US$78.6bn in CY2Q25E, and full-year capex to top US$319bn...
114 Views
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
237 Views
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)
402 Views
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
178 Views