Default image

BullDigest's May 1 Post-Market Summary of Microsoft Corporation

  • 3 days ago
  • bulldigest.com
  • Keywords: Post-Market, Summary, Microsoft Corporation

Check out BullDigest's May 1 Post-Market Summary of Microsoft Corporation. We provide a summary of the key news from market opening hours.

Post-Market SummaryMSFTsentiment_satisfied

Estimated market influence

Microsoft

Microsoft

Positivesentiment_satisfied
Analyst rating: Strong buy

Generated $70.1 billion in revenue, up 13% year-over-year.

OpenAI

Positivesentiment_satisfied
Analyst rating: N/A

Partnership with Microsoft drives Azure cloud growth and AI commercialization.

Context

Microsoft Q3 Fiscal Year 2025 Results: Strong Growth Driven by Cloud and AI

  • Revenue: Total revenue increased 13% to $70.1 billion, surpassing the estimated $68.5 billion.
  • Adjusted Profit: Adjusted profit was $3.46 per share, above the $3.21 estimate.
  • Azure Cloud Growth: Azure cloud unit saw a 33% revenue increase, exceeding the projected 29%, driven partly by a new OpenAI commitment.
  • AI Leadership: Microsoft is considered a leader in AI commercialization due to its partnership with OpenAI, integrating AI assistants into Office and Excel.
  • Microsoft Cloud: Microsoft Cloud revenues rose 21% to $42.45 billion, and gross profits rose 15.1% to $29.29 billion.
  • Stock Performance: Microsoft shares rose about 6% in extended trading.
  • Elon Musk AI Collaboration: Microsoft will host Elon Musk's Grok AI model.
  • AI in Code: Satya Nadella revealed that AI now writes nearly 30% of the company's code.
  • New Products: U&i expands its Classy Series with multiple new products, including updates to price, specs, and features.