At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. ...
Microsoft reported second-quarter earnings and revenue that beat Wall Street estimates on Wednesday. The company said ...
DeepSeek, DeepSeek, DeepSeek: CEOs keep getting asked about the Chinese AI startup on earnings calls
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
It's worth noting that Microsoft isn't a cheap stock. Even after this move, Microsoft trades for about 30.5 times forward ...
Microsoft reported lower-than-expected revenue growth for its AI and cloud divisions as scrutiny grows over tech's AI ...
And now, for something completely different. This quarter, an almost exclusive focus on AI and its impact on Microsoft.
Microsoft is a key backer of OpenAI and it has committed to spending $80 billion on AI infrastructure this year in order to ...
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...
Mark Moerdler; Analyst; Sanford C. Bernstein & Co. Hey, greetings and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. (Operator Instructions) As a reminder, this ...
Q2 2025 Earnings Conference Call January 29, 2025 5:30 PM ETCompany ParticipantsBrett Iversen - Vice President ...
Greetings, and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will ...
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