The American technological giant Microsoft published results significantly higher than expectations on Wednesday, April 30, once again directed by the growth of remote computers (clouds) and artificial intelligence (AI), whose demand remains sustained.
Net earnings are based on 25.8 billion dollars with respect to the third accounting quarter for the conventional fiscal year (from January to March), 18% more than a year. Informed by action, it appears in $ 3.46, that is, above the $ 3.22 expected by analysts, according to a consensus established by FOSTSET.
Take advantage of the cloud and the AI
For several quarters, Wall Street has been worried about whether Behemoths can maintain the frantic rhythm that they have shown since the late 2022. They have written in particular the monetization of the generative AI, subject to tens of billions of dollars in investments in recent years by the Redmond group (Washington state).
However, during the first three months of 2025, Microsoft experienced a barely lower increase in their income (20% against 21% in the previous quarter) in the “cloud” (remote computer), all infrastructure and services that allow its customers to use, remotely, software and databases, especially for AI.
For cloud servers and servers, a more tight perimeter, growth is even greater than that of the last three months of 2024 (22% more than a year against 21%), according to a press release. The cloud in all its forms now weighs 72% of the company’s income.
Total billing amounts to $ 70.1 billion (+13%), a figure clearly better than the 68.4 billion announced by analysts.
“Profitable growth”
For Amy Hood, financial director, cited in the press release, the cloud performance realized the “continuous demand of our differentiated offer.”
The manager confirmed the company’s investment forecasts by 2025, or around 80 billion dollars, a large renal stroke compared to the 50 billion of the previous fiscal year. Investments are one of the most followed by the market, which fears a brake after two years to the floor.
At the beginning of April, Microsoft announced that “(decelerated) or (put) on rupture” several projects in data centers, including billions of dollars in the large suburbs of Columbus (Ohio).
According to Amy Hood, the firm became famous for its Windows operating system anticipates a little less growth in the cloud in the fourth quarter of its unconventional exercise, surrounded at the end of June, but near the levels of the first three months of 2025.
Microsoft “continues to take advantage of its AI infrastructure to make profitable growth,” concluded Jeremy Goldman. Windows and devices (mainly laptops and tablets), previously in the heart of the company’s strategy, represent only 6% of the general turnover.
Regarding exercise 2026, which will begin in early July, Microsoft reiterated its comments in January, which reported a new investment in investment, but at a lower speed than in fiscal year 2025.
In electronic exchanges after the fence of Wall Street, the title took almost 8%.
In addition to the cloud, Microsoft becomes an increasingly important player in online advertising, with a turnover that has exceeded $ 20 billion in the last 12 months, said General Director Satya Nadella on Wednesday.
According to the manager, the Bing search engine and the browser have gained market share in the first three months of 2025.
Source: BFM TV
