Microsoft (MSFT) / Bill Gates

[behappyalways]

Microsoft Teams Up With AMD To Dethrone Nvidia From AI Chip Throne
https://www.zerohedge.com/technology/mi ... hip-throne

[winston]

not vested

Azure Quantum Elements

Microsoft on Wednesday (Jun 21) introduced a new computing service aimed at helping chemical companies speed up the research and development of new materials.

Azure Quantum Elements, as the service is called, relies on computing power to help chemical companies simulate huge numbers of possible combinations of atoms.

The point is to use computers to explore possible new materials virtually and then simulate how those materials would interact with the real world.

The new offering uses a combination of existing quantum computers, artificial intelligence and conventional high-performance computing systems.

In a press release, Microsoft said that the system has helped some early customers speed up their development processes by as much as six months.

Microsoft said that BASF, AkzoNobel, AspenTech, Johnson Matthey, SCGC and 1910 Genetics have been testing the system.

Source: Phillips

[winston]

not vested

Microsoft’s Cloud Server Business in 2022 Was Less Than Half of AWS, New Document Reveals

By Aaron Holmes

$34 billion - The amount that Microsoft’s Azure cloud server rental business earned in 12 months.

That amount is less than half of the revenue of Azure’s competitor, Amazon Web Services, which garnered $72 billion in the 12 months ending June 2022.

The Information, which reviewed these numbers in internal documents posted by federal antitrust regulators on a court website this week, reports that this could change investor perceptions of Microsoft’s cloud business, as it suggests it hasn’t done as well as originally thought.

Source: Fortune

https://www.theinformation.com/articles ... _Marketing

[behappyalways]

Microsoft confirms more job cuts on top of 10,000 layoffs announced in January
https://www.cnbc.com/2023/07/10/microso ... nuary.html

[behappyalways]

US court approves! Microsoft's acquisition of Activision Blizzard is expected to benefit Buffett

美法院准了! 微軟收購動視暴雪有望 巴菲特也受惠｜方念華｜FOCUS全球新聞 20230712@tvbsfocus

https://m.youtube.com/watch?v=7lBvPSqejnk

[winston]

not vested

Microsoft Corporation (MSFT US) - Monetising generative AI technology

Microsoft Corporation (MSFT, stock code: MSFT US) is a multinational technology that was founded in 1975 and has gone on to become one of the largest and most successful companies in the world.

Our key thesis for MSFT is that it is a SWAN (Sleep-Well-At-Night) stock for the long-term investor, with a strong balance sheet, high recurring cash flows, and relatively stable but higher-than-market growth rates.

Under the current CEO, the company has also consistently been able to balance between cash flow generation and reinvestment into growth opportunities via research and development (R&D), thoughtful acquisitions, and investments.

Mature personal computer (PC) and office productivity products drive strong cash flow generation which are reinvested into growth drivers such as cloud computing and AI, paving the way for sustainable stronger growth rates into the future. HOLD.

Source: OCBC

[winston]

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next 10.”

- Bill Gates

[winston]

not vested

Microsoft beats quarterly estimates as AI boosts cloud business and spending

MICROSOFT on Tuesday (Jul 25) surpassed Wall Street estimates for fourth-quarter revenue and profit as its cloud business benefited from product upgrades featuring new artificial intelligence (AI) technology.

But costs rose sharply from the previous quarter as it built new data centres to support AI, and Microsoft chief financial officer Amy Hood said on a conference call with analysts that the company’s capital expenditures will continue to increase each quarter throughout the company’s fiscal 2024.

Shares fell about 3 per cent in after-hours trade.

Wall Street is looking at how generative AI services may benefit Microsoft, which secured an early lead with investments in OpenAI, owner of the popular ChatGPT service.

Microsoft is weaving AI into its own products, such as the US$30-a-month “Copilot” for its Microsoft 365 service that can summarise a day’s worth of e-mails into a quick update.

It is also aiming to sell cloud computing services that other firms will use to build AI services.

Microsoft’s results show heavy spending on AI services ahead of commensurate revenue growth.

Source: Business Times

https://www.businesstimes.com.sg/compan ... d-spending

[winston]

not vested

Microsoft shares slipped as much as 4% in extended trading on Tuesday after the software maker issued quarterly revenue guidance that fell short of analysts’ expectations.

2Q23 revenue US$56.2bn vs estimated US$55.5bn, earnings of US$2.69 vs estimates of US$2.55.

Microsoft’s Intelligent Cloud segment contributed US$24.0bn in revenue, up 15% and above the US$23.8bn consensus estimates by analysts.

Revenue growth has come in under 10% for three consecutive quarters for the first time since 2017.

1Q24e Mid-range revenue guidance of US$54.3bn fell short of estimates at US$54.9bn.

Source: Phillips

[winston]

not vested

Microsoft on Tuesday (Jul 25) surpassed Wall Street estimates for fourth-quarter revenue and profit as its cloud business benefited from product upgrades featuring new artificial intelligence (AI) technology.

But costs rose sharply from the previous quarter as it built new data centres to support AI, and Microsoft chief financial officer Amy Hood said on a conference call with analysts that the company’s capital expenditures will continue to increase each quarter throughout the company’s fiscal 2024.

Source: Phillips