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🚀 Microsoft unveils a robust financial performance for Q1 FY2024! A staggering $56.5B in revenue marking a 13% growth and a net income leap of 27% to $22.3B, the firm is buzzing! 📈 🤖 The AI era isn't on the horizon; it's HERE, and it's being spearheaded by Microsoft's innovation with copilots, making strides across the tech stack. This tech giant isn’t just dreaming about the future; it's building it, and the financial figures are living proof! 💡 💰 The cloud isn't just a white fluffy thing in the sky; it's a gold mine, with Microsoft Cloud raking in $31.8B, up by a solid 24%. Their relentless execution is driving revenues skywards and redefining productivity in a digitally-driven economy. 🖥️ 🎯 With each segment, Productivity and Business Processes or Intelligent Cloud, showing remarkable growth, the narrative is clear: adapt, innovate, and excel. The finance aficionados can only watch in awe and learn from Microsoft’s playbook. 📘 #FinanceInsights #MicrosoftEarnings #TechInFinance #AIRevolution

Microsoft’s Fiscal Fourth Quarter: Record-Breaking $20 Billion Profit Surpasses Expectations In a stunning display of financial strength, Microsoft has reported an astounding $20 billion in profit during its fiscal fourth quarter. Surpassing expectations, the earnings amount to an impressive $2.69 per share, outperforming analysts’ predictions of $2.55. Fast...

Microsoft (MSFT) announced its quarterly earnings after the closing bell on Tuesday, beating analysts' expectations on revenue and earnings per share. The tech giant reported revenue of $56.5 billion in the quarter, above consensus estimates of $54.5 billion.Adjusted earnings per share (EPS) topped out at $2.99 compared with an anticipated $2.66 per share. The company saw adjusted EPS of $2.35 during the same quarter last year.Shares rose more than 3% in early trading on Wednesday, after Microsoft said higher-than-expected AI consumption boosted its cloud Intelligent Cloud segment, which includes its Azure business, brought in $24.3 billion in the quarter. Wall Street was looking for revenue of $23.6 billion. Azure and other cloud services revenue jumped 29% in the quarter, beating Wall Street's expectations of 27%."With copilots, we are making the age of AI real for people and businesses everywhere," Microsoft CEO Satya Nadella said in a statement. "We are rapidly infusing AI across every layer of the tech stack and for every role and business process to drive productivity gains for our customers.”Reported By Yahoo Finance

"Microsoft ends week with $3.125 tn MCap, becomes most valuable company ever" There are several factors that could have contributed to Microsoft's increase in market capitalization: 1. Strong Financial Performance: Microsoft has consistently delivered strong financial results, with steady revenue growth and profitability. Investors may have been attracted to the company's stable and growing earnings. 2. Cloud Computing: Microsoft has made significant investments in its cloud computing platform, Azure, which has experienced rapid growth. The increasing adoption of cloud services by businesses and individuals has been a significant driver of Microsoft's revenue growth and market value. 3. Diversification of Products and Services: Microsoft has successfully diversified its product portfolio beyond its traditional software offerings, such as Windows and Office. The company has expanded into areas like enterprise software, gaming (Xbox), hardware (Surface devices), and productivity tools (Microsoft 365). This diversification has helped Microsoft capture new revenue streams and appeal to a broader range of customers. 4. Acquisitions and Strategic Partnerships: Microsoft has made strategic acquisitions and partnerships to enhance its capabilities and expand into new markets. Notable acquisitions include LinkedIn, GitHub, and ZeniMax Media (parent company of Bethesda Softworks). These acquisitions have not only added value to Microsoft's business but have also boosted investor confidence. 5. Leadership and Innovation: Under the leadership of CEO Satya Nadella, Microsoft has emphasized innovation and a customer-centric approach. The company has embraced emerging technologies like artificial intelligence, machine learning, and quantum computing, positioning itself as a leader in the tech industry. 6. Overall Market Sentiment: The overall positive sentiment towards the technology sector and the stock market as a whole can also contribute to an increase in Microsoft's market capitalization. Favorable market conditions, investor optimism, and confidence in the company's future prospects can all drive up its stock price and market value. It's important to note that these factors are not exhaustive, and other factors could have also played a role in Microsoft's increase in market capitalization. Market dynamics are complex and can be influenced by a wide range of factors, including macroeconomic conditions, industry trends, competitive landscape, and investor sentiment. https://lnkd.in/dQT2uVHy

⚠️ SUMMARY OF MICROSOFT $MSFT EARNINGS: 1. Microsoft reported better than expected fourth quarter financial results, with a notable beat on cloud revenue standing out the most. 2. Microsoft earned an adjusted profit of $2.93 a share, above estimates of $2.77 a share. 3. Revenue also came in above expectations, totaling $62 billion, compared to forecasts for $61.1 billion. 4. Microsoft is firing on all cylinders and AI is clearly driving growth. 5. The results indicated that artificial intelligence products are stimulating sales and already contributing to top and bottom-line growth. Road to the Fibonacci golden zone. 🎯 $MSFT

Looking for evidence Microsoft's costs to provide infrastructure across the stack for genAI operations? Aaron Holmes' story for The Information will get you there. Can't keep up with this news, but need to? We can help. InMail Ira Michael Blonder to learn more. #microsoft

🤔 Google vs. Microsoft for finance: an interesting observation... I've noticed that Microsoft fans are REALLY loud, but Google is gaining serious power-user traction due to their extensive cloud app network, robust capabilities, easy to adopt capabilities (versus VBA, M, DAX, etc.), and 🚨 most importantly 🚨 the pull from the rest of the business. Google fans are noticeably quiet, but super powerful. I'm seeing way more innovation in finance teams that use Google, whereas Microsoft fans are still fighting for the adoption of decades old technology. I am often impressed when I speak to a team run on Google, but rarely when I speak to Microsoft users. Strategic #revops (which IMO was born due to FP&A's inability to evolve) almost never champions Excel in my experience.

Great interview highlighting how Microsoft's Finance department is utilizing their own tools to adopt future proof practices. Around 7-8 years back, Microsoft moved data to the cloud, revamping strategy and forecasting. Machine learning slashed forecast time from weeks to minutes, maintaining accuracy. Now, AI-driven virtual agents handle 30% of queries, and machine learning streamlined invoice processing for accuracy. Remarkably, despite growth, Microsoft's finance team head count remained steady. Its amazing to see how such a large company is handling the same changes that we're achieving with our customers at Imperium. It shows how these new tools truly empower any sized organization.

https://lnkd.in/dueuHbjd Aaron Holmes' story for The Information provides ample additional evidence supporting the notion Microsoft's COGS, for genAI offers is increasing significantly. "Geometric" may not be an unreasonable adjective for it. In contrast, Holmes reports uptick in Google's CAPEX, at least for the April 2023 Quarterly report, is proceeding at a much more subdued pace: "Google’s capex was roughly flat year over year in the quarter ending in June, at $6.9 billion, and has hovered between $6.5 and $7.5 billion for each of the past five quarters." #microsoft

My #1 takeaway from big tech earnings… A.R.E.A.M. The market’s reaction to Microsoft #MSFT and Google’s #GOOG earnings was telling. Microsoft: +3%... Google: -10%! Both companies put up good numbers. But what mattered was Google fumbled the ball on #AI again, pushing the stock down for its fourth worst day ever! My big takeaway is A.R.E.A.M. AI… Rules… Everything… Around… Me (Wu-Tang Clan fans will get the reference.) Investors are grading tech stocks on one thing and one thing only: AI-fueled growth. And companies that fail to deliver (like Google) get punished. Star pupil Microsoft knocked it out of the park with AI-related cloud sales. A Grand Canyon-sized gap between the “AI rich” and the “AI poor” is already developing. I expect it to be the dividing line that determines if you win or lose as an investor. Stay on the winning side of this exciting new megatrend. Subscribe to my free investing letter The Jolt⚡here: https://buff.ly/3QEFcPl #artificialintelligence #AIrich #AIpoor #Google #Microsoft #AIwars