He rates the stock as a buy with a $475 target price. Bernstein’s Mark Moerdler came out of Microsoft’s earnings call with the impression that AI is becoming core to the company’s business.

Microsoft’s management defended that spending on the earnings call, in response to questions that touched on Wall Street’s more measured view of AI investments that has come to the forefront ...

A live webcast of the earnings conference call will be made available at 2:30 p.m. Pacific Time. Microsoft company logo. (PRNewsFoto/Microsoft Corp.) (PRNewsfoto/Microsoft Corp.) Microsoft (Nasdaq ...

Microsoft reports earnings after the market closes today, with the earnings conference call starting at 5:30 p.m. Eastern time.

AI, Azure and security are just some of the biggest topics expected to come up Thursday on the company’s third fiscal quarter earnings call. Updates on Microsoft’s artificial intelligence and ...

Almost $40 million of that went to concrete alone. In other cases, Microsoft has slow-walked negotiations. On a January ...

What troubles us is also that the CEO, Satya Nadella, during MSFT's 2Q25 earnings call acknowledged that demand exceeds their supply capacity. ”...demand continued to be higher than our ...

Its earnings per share (EPS ... However, sentiment turned negative toward Microsoft when it provided an outlook for its fiscal third quarter on its conference call. The company expects revenue ...

Microsoft and Alphabet reported quarterly ... and the companies' leaders say they have AI to thank for that. During an earnings call on Thursday, Alphabet CEO Sundar Pichai acknowledged that ...

A live webcast of the earnings conference call will be made available at 2:30 p.m. Pacific Time. Microsoft (Nasdaq “MSFT” @microsoft) creates platforms and tools powered by AI to deliver innovative ...

AI, Azure and security are just some of the biggest topics expected to come up Thursday on the company’s third fiscal quarter earnings call Updates on Microsoft's artificial intelligence and Copilot ...

A live webcast of the earnings conference call will be made available at 2:30 p.m. Pacific Time. Microsoft (Nasdaq "MSFT" @microsoft) creates platforms and tools powered by AI to deliver ...