Microsoft Q4 Earnings Preview: What to Expect From Upcoming Report
Analysts forecast earnings per share of $3.38 and revenue of $73.83 billion, marking a 19% year?on?year increase. Over the past three months, there have been 27 upward EPS revisions and 31 for revenue.
Warning! GuruFocus has detected 7 Warning Sign with MSFT.
The spotlight remains on Microsoft's AI?driven growth, with Azure benefiting from the company's partnership with OpenAI. Investor attention is shifting to potential risks as OpenAI explores deeper ties with Google (NASDAQ:GOOG) (NASDAQ:GOOGL), Oracle (ORCL) and CoreWeave (NASDAQ:CRWV), and mulls a $40 billion funding round alongside a move toward a public?benefit structure, steps that would require Microsoft's consent.
OpenAI is also expanding infrastructure partnerships, extending its agreement with Oracle to support 4.5 gigawatts of new data?centre capacity and onboarding Google Cloud. These developments could reshape the dynamics of Microsoft's cloud advantage.
Capital expenditure will be closely watched. After Alphabet boosted its annual capex outlook by $10 billion last week, Microsoft is expected to update investors on its own AI?focused investments, which topped $80 billion in the prior fiscal year, as it seeks to ease capacity constraints on its AI platform.
This article first appeared on GuruFocus.
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