Microsoft's cloud growth in focus

Microsoft's underperformance has investors looking to cloud for growth
Microsoft’s stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent quarters.
Microsoft's Azure cloud-computing business comes up short
Beyond the headline numbers, investors focus heavily on growth for Microsoft's Azure cloud-computing business — and that came up short this time around. Microsoft reported 31% growth for Azure in constant currency.
Microsoft Is Riding The Wave To Long-Term Growth Through AI And Cloud
FY25 revenues of $65.6 billion, up 16% YOY, fueled by strong performance across key segments and strategic investments in artificial intelligence.
Microsoft's cloud growth in focus as doubts grow over AI spending
Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling increased growth in its main profit engine.
Why Microsoft's cloud growth likely slowed last quarter
Artificial intelligence has been a big contributor to Microsoft's cloud growth, but the company is also being held back in a way. Microsoft has mentioned having capacity constraints because it doesn't have enough graphics processing units.
Microsoft Cloud and AI strength drives second quarter results
Microsoft Corp. today announced the following results for the quarter ended December 31, 2024, as compared to the corresponding period of last fiscal year: Revenue was $69.6 billion and increased 12% Operating income was $31.

Microsoft, Amazon Web Services

Microsoft Reports Its Quarterly Results
Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data ...
Microsoft beats quarterly revenue estimates
Microsoft beat Wall Street estimates for quarterly revenue on Wednesday, helped by steady growth at its cloud computing unit ...
Microsoft reports Q2 Intelligent Cloud revenue $25.5B, up 19%
Revenue in Productivity and Business Processes was $29.4 billion and increased 14%. Microsoft (MSFT) 365 Commercial products and cloud services ...
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Microsoft Integrates DeepSeek's R1 AI Model Amid Industry Shake-Up
Microsoft has integrated Chinese startup DeepSeek's R1 AI model into its Azure cloud and GitHub, offering over 1,800 models.
UK says cloud computing market not working effectively
The cloud computing market is not working effectively and Britain's antitrust watchdog should use new powers to investigate ...
All Eyes on Microsoft Stock Ahead of Earnings; Here’s What Goldman Sachs Expects
Microsoft (NASDAQ:MSFT) has lagged behind the NASDAQ over the past year but is off to a strong start in 2025, outperforming ...
Microsoft loses status as OpenAI's exclusive cloud provider
Microsoft won’t be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company ...
Microsoft's AI Revenue Set To Surpass $10 Billion: Piper Sandler Maintains Overweight Rating
Microsoft Corporation's cloud computing platform, Azure's workloads could push its artificial intelligence revenue to $10 ...