Latest news with #MicrosoftBuild2025
Yahoo
28-07-2025
- Business
- Yahoo
Does Azure AI Growth Make Microsoft Stock a Buy Ahead of Q4 Earnings?
Microsoft's MSFT fourth-quarter fiscal 2025 results, scheduled to be reported on July 30, are likely to be driven by steady growth in its cloud platform, Azure. (Read Now: Should Investors Buy Microsoft Stock Ahead of Q4 Earnings Release?)Microsoft positioned itself for another strong quarterly performance as the company continued to capitalize on the AI revolution throughout the fourth quarter of fiscal 2025 despite facing competitive pressure in the AI space from tech giants, including Alphabet's GOOGL Google, Nvidia NVDA and Amazon technology giant's strategic investments in AI infrastructure and expanding partner ecosystem are expected to have created multiple tailwinds that are likely to boost results across key business segments, particularly in the high-growth Intelligent Cloud Intelligent Cloud segment is expected to have remained Microsoft's primary growth engine, with revenue projections between $28.75 billion and $29.05 billion for the fourth quarter. Our model estimate for this segment is pegged at $28.89 billion, indicating growth of approximately 21% from the year-ago quarter. Microsoft Corporation Price and EPS Surprise Microsoft Corporation price-eps-surprise | Microsoft Corporation Quote Azure AI Services to Drive Outstanding Performance Azure is expected to have continued as the standout performer, with revenue growth projected between 34% and 35% in constant currency, driven predominantly by sustained momentum in AI services AI capacity constraints, which management expects to have extended beyond June, represent a high-quality problem reflecting extraordinary demand for Azure AI services. The company brought datacenter capacity online faster than expected in the third quarter, with AI contributing 16 points of Azure growth compared to 13 points in the prior quarter. This acceleration trajectory positioned Microsoft advantageously entering the fourth quarter, as the company continued expanding its global infrastructure footprint to meet surging enterprise AI previous quarter commentary highlighted that Azure's outperformance came primarily from non-AI services, demonstrating the platform's broad-based strength beyond AI workloads. This diversified growth foundation is expected to have provided additional confidence for fourth-quarter performance, as both traditional cloud migrations and cutting-edge AI implementations contributed to revenue expansion. Microsoft Build 2025 Catalyzes Enterprise AI Adoption in Q4 Microsoft Build 2025 in May unveiled transformative capabilities that are likely to have accelerated customer commitments during the quarter, including Microsoft 365 Copilot Tuning for enterprise-specific model training, multi-agent orchestration systems, and Azure AI Foundry Agent Service becoming generally available. These announcements represented significant competitive advantages that strengthened Microsoft's AI platform introduction of agentic AI capabilities, including the Agent Store, Microsoft 365 Agents SDK, and enhanced Copilot Studio features, expanded the total addressable market for Microsoft's AI services. Enterprise customers gained access to sophisticated tools for building custom agents, which translated into higher-value contracts and deeper platform integration throughout the fourth quarter. Copilot Momentum Accelerates Productivity Growth in Q4 Microsoft 365 Copilot is expected to have continued gaining traction in the to-be-reported quarter. Management guided for M365 commercial cloud revenue growth of approximately 14% in constant currency for the fourth quarter, with continued ARPU growth through E5 and M365 Copilot driving fourth quarter benefited from extended Microsoft 365 Copilot promotions offering 15% discounts through June 30, while new capabilities like Copilot Notebooks, enhanced search functionality, and reasoning agents provided compelling upgrade paths for existing customers. These developments strengthened Microsoft's competitive moat in productivity software while expanding revenue per user. Strong Commercial Fundamentals Support Growth Microsoft entered the fourth quarter with commercial remaining performance obligation of $315 billion, up 34% year over year, providing substantial revenue visibility. The company's annuity mix reached 98%, demonstrating exceptional business model quality and predictable cash flows. This contracted backlog represented unprecedented customer commitment levels, reducing execution risk for fourth-quarter guided for solid commercial bookings growth in the fourth quarter despite significant prior-year comparisons, supported by strong core annuity sales execution and continued long-term platform commitments. The combination of existing backlog conversion and new contract signings created multiple revenue drivers for the quarter. Investment Thesis Strengthened Microsoft's guided fourth-quarter capital expenditures increase on a sequential basis, reflecting management's confidence in sustained demand signals. Rather than constraining growth, capacity limitations validated the company's strategic AI investments and market-leading position. The guided revenue range of $73.15-$74.25 billion, with the midpoint significantly exceeding consensus estimates, demonstrates management's strong confidence in underlying execution fourth-quarter fiscal 2025 results are likely to exceed expectations across key metrics, driven by Azure AI acceleration, expanding Copilot adoption, and strong enterprise commitment levels. These fundamental strengths, combined with the company's rapidly expanding AI ecosystem and deepening customer relationships, make the stock increasingly compelling for investors seeking sustained exposure to artificial intelligence transformation. MSFT currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Tom's Guide
08-06-2025
- Tom's Guide
I thought glasses-free 3D gaming was a gimmick, but this monitor may change my mind
I have to confess something: I was wrong. Specifically, I was wrong about Acer's Predator SpatialLabs View 27 glasses-free 3D gaming monitor when I wrote about how it felt gimmicky at times. If you read that article you might recall me reporting that while the monitor's setup process is fairly straightforward, I ran into some hiccups along the way that made it take longer than I expected to get working as intended. And once I did have it properly connected to my PC and correctly running my supported games in glasses-free 3D via Acer's SpatialLabs TrueGame app, I found the experience itself to be horribly headache-inducing because the 3D image kept flickering every minute or so. At the time I wrote about how it felt like the eye-tracking cameras in the top bezel of the View 27 weren't actually tracking my eyes, so I had to keep my head in a rigid position or else lose the 3D effect and instead see a nauseating double image. I reached out to Acer representatives with questions, because I was afraid the unit might have been damaged or have defective cameras. Thanks to the kind assistance of Acer's technical experts I was able to sort out the ways in which I was getting in my own way (more on that shortly), but even after I had double-checked and tried to correct all my mistakes (using the wrong USB cable, not having enough light in the room, etc) I was still having a hard time reliably getting the 3D effect to work. I had to stop futzing with the monitor for a month or so due to some other projects and travel, including popping up to Seattle to cover Microsoft Build 2025. When I got home I fired up the View 27 again to see if I could get to the bottom of why the glasses-free 3D effect wasn't reliably working, but suddenly it was working — and working well. Since then I've spent a week or so testing it at different times of day and with different games, and I've barely noticed any flickering or failing of the glasses-free 3D effect. It does sometime occasionally flicker for a moment, but the display's cameras seem to quickly correct themselves and pull the glasses-free 3D effect back into place within seconds. In fact, now that it seems to be working as intended I've noticed how the glasses-free 3D image will adjust itself in real time as you move your head around in front of the display. It's a really neat effect that causes the game world to sort of stretch and warp subtly in front of your eyes, in a way that wasn't nauseating to me but was kind of cool. It's almost like I can feel the monitor's cameras tracking my eyes and adjusting the image in real time, and it feels like the future. So what changed? I can't tell you yet. As far as I can tell, the glasses-free 3D effect wasn't working well on the Predator SpatialLabs View 27 loaner Acer sent us for weeks, and then suddenly it started working pretty much perfectly. According to an Acer representative the company is regularly updating both the SpatialLab Experience Center software and the profiles for playing games in 3D via the TrueGame app, so it's possible that a recent update fixed whatever issue I was experiencing. In an RPG like Baldur's Gate 3 it fosters the illusion that there's a whole little world inside your monitor." It's also possible I'm just an idiot, and I failed to perfectly set up the monitor or calibrate the lighting. I had a lot of issues with setup in general, because getting the correct software, getting it to recognize the monitor as a 3D display and then ensuring the monitor works seamlessly with the SpatialLabs software was pretty tricky. For example, I spent a few days wondering why the 3D effect wasn't working, only for Acer to remind me to make sure and use the specific USB-C cable that comes with the display — you can't just use any ol' USB-C cable to connect it to your PC and expect it to work. Even when I did have the correct cables connected and all the software updated, I typically get a "cable not plugged in" error when launching games in 3D and have to re-plug either the USB-C cable or the HDMI cable (both need to be connected between monitor and PC for the 3D software to launch) in a few times in order to get the error to go away. But go away it does, and when I actually get into a game and start experiencing the glasses-free 3D it's always a fun gimmick. And in certain games it transcends the gimmick and makes the game more enjoyable in a meaningful way. The Acer Predator SpatialLabs View 27 monitor is a 27" 4K (3840 x 2160) 160 Hz Stereoscopic 3D Display. When you're not using the 3D effect it's a functional 4K 160Hz gaming monitor with a pair of built-in speakers. It also supports Nvidia G-Sync and AMD FreeSync Premium. For example, playing Skyrim in 3D on the View 27 is neat but not a huge improvement because the glasses-free 3D effect extends "into" the monitor. That is, when the 3D effect is working well objects don't appear to jump out at you—instead, the objects closest to you in 3D appear to be on the surface of the monitor, and objects farther away appear to be "inside" the monitor as though it were a diorama. This diorama effect isn't amazing in first-person games, but in an RPG like Baldur's Gate 3 it fosters the illusion that there's a whole little world inside your monitor that you can explore. And I bet if I played something like The Sims, the glasses-free 3D effect would reinforce the illusion that there really is a little neighborhood inside your PC full of digital people living out their own lives. That's a big deal for me because until now I've always felt like glasses-free 3D is kind of a gimmick. And I still think it is, for the most part — but the Acer Predator SpatialLabs View 27 has shaken my faith and made me wonder whether there really is some additive value to glasses-free 3D gaming after all. Now that the display is working well I'm hoping to have a full review published soon, so stay tuned!
Hans India
03-06-2025
- Business
- Hans India
Microsoft lays off more employees after huge job cut in AI era
New Delhi: Tech giant Microsoft has cut hundreds of more jobs just weeks after reducing nearly 3 per cent of its global workforce in the AI era. As per a filing with Washington state's Employment Security Department, 305 additional employees in Redmond, Washington have been asked to leave. A company spokesperson said in a statement the latest headcount reduction is in addition to the 6,000 job cuts announced last month, which is roughly 3 per cent of its global workforce. "We continue to implement organisational changes necessary to best position the company for success in a dynamic marketplace," the spokesperson was quoted as saying in reports. Microsoft CEO Satya Nadella has said that the recent layoffs were not linked to employee performance but due to organisational restructuring. Addressing staff during a town-hall meeting, Nadella said the layoffs were necessary to realign teams in accordance with Microsoft's evolving priorities, particularly its growing focus on artificial intelligence. He acknowledged the emotional toll of the decision but underscored that it was driven by strategic shifts, not shortcomings in productivity or talent. Last month, Frank X Shaw, Chief Communications Officer, Microsoft, said that 'We've entered the era of AI agents'. 'Thanks to groundbreaking advancements in reasoning and memory, AI models are now more capable and efficient, and we're seeing how AI systems can help us all solve problems in new ways. For example, 15 million developers are already using GitHub Copilot, and features like agent mode and code review are streamlining the way they code, check, deploy and troubleshoot,' he said during the 'Microsoft Build 2025' event. Hundreds of thousands of customers are using Microsoft 365 Copilot to help research, brainstorm and develop solutions, and more than 230,000 organisations — including 90 per cent of the Fortune 500 — have already used Copilot Studio to build AI agents and automations.
Associated Press
27-05-2025
- Business
- Associated Press
Deep Intelligent Pharma Unleashes a New Era of AI-Driven Drug Development at Microsoft Build 2025
Singapore, May 27, 2025 -- Deep Intelligent Pharma (DIP) has officially launched a groundbreaking generative AI platform that promises to redefine how the world develops medicine. Unveiled today at Microsoft Build 2025, where DIP was the exclusive presenter from Asia, the new solution represents a bold leap forward in the fusion of AI and life science innovation. Built in partnership with Microsoft Azure O3, DIP's next-gen platform harnesses multi-agent AI swarms capable of performing scientific writing, statistical reasoning, document validation, and regulatory compliance with superhuman scale and precision. It directly targets one of the most expensive, slow, and error-prone challenges in pharma: the creation of clinical and regulatory documents. 'This isn't just an upgrade — it's a reinvention of how life science companies operate,' said Xing Li, CEO of DIP. 'We've turned months of expert labor into minutes of AI-driven intelligence — bringing speed, accuracy, and scientific depth into perfect alignment.' A Paradigm Shift in Life Science R&D The DIP platform is designed to eliminate the longstanding bottlenecks of pharmaceutical development: Real Results, Real Impact At Build, DIP showcased a live case study in which its AI-authored protocol for a novel cancer immunotherapy was approved by Japan's PMDA with zero revisions — in a single review cycle. The message was clear: generative AI isn't the future of pharma — it's happening now. With over 1,000 pharma clients, 20,000+ submission projects, and 5 billion words processed, DIP is already trusted by industry leaders across Asia and beyond. And now, it's setting a new global standard for how data becomes discovery. Transforming the Economics of Innovation With drug development costs surpassing $2 billion per therapy and timelines stretching 10–15 years, DIP's AI orchestration radically accelerates innovation — helping companies reinvest resources into science instead of paperwork. 'This is AI that thinks like a scientist, writes like a regulator, and moves at the speed of discovery,' added Shinya Yamamoto. 'We're not just helping companies go faster — we're helping them aim higher.' About Deep Intelligent Pharma Founded in 2017, Deep Intelligent Pharma is a pioneering AI company with global offices in Japan, China, and Singapore. Its mission is to empower pharmaceutical and medtech innovators through intelligent automation, turning regulatory complexity into a catalyst for speed, scale, and scientific excellence. DIP has built agent swarms based on generative AI models with outcome based payment model in life science R&D. Contact Info: Name: Xing Li Email: Send Email Organization: Deep Intelligent Pharma Website: Release ID: 89160572 Should you identify any discrepancies, concerns, or inaccuracies in the content provided in this press release or require assistance with a press release takedown, we strongly urge you to notify us promptly by contacting [email protected] (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our responsive team is committed to addressing your concerns within 8 hours by taking necessary actions to resolve identified issues diligently or guiding you through the necessary steps for removal. Our dedication lies in providing accurate and reliable information.
India Today
27-05-2025
- Business
- India Today
Microsoft fires employee who interrupted CEO Satya Nadella at Build to protest company's Israel business
Microsoft has fired the employee who disrupted CEO Satya Nadella's speech during the Microsoft Build 2025 event last week. The employee, Joe Lopez, who was a firmware engineer in Azure Hardware Systems and Infrastructure (AHSI), had interrupted Nadella's speech saying: 'Satya, how about you show how Microsoft is killing Palestinians?' 'How about you show how Israeli war crimes are powered by Azure?' He was escorted out of the event immediately after this. advertisementLopez's pro-Palestine protest at the event was followed by a number of other disruptions at the Build 2025 event. According to a report by the Associated Press, at least three addresses during the event were disrupted by pro-Palestine protests. Reportedly, protesters also gathered outside the Build 2025 venue in Seattle. Soon after being escorted out of the event, Lopez also sent out a mass email to his colleagues explaining why he interrupted the event and disputing Microsoft's claims of how Azure is being used in Gaza. He says that as one of the 'largest companies in the world, Microsoft has immeasurable power to do the right thing'. He wrote that the company has the power to 'demand an end to this senseless tragedy'. 'I can no longer stand by in silence as Microsoft continues to facilitate Israel's ethnic cleansing of the Palestinian people,' Lopez wrote. advertisement'Microsoft openly admitted to allowing the Israel Ministry of Defence 'special access to our technologies beyond the terms of our commercial agreements'. Do you really believe that this 'special access' was allowed only once? What sort of 'special access' do they really need? And what are they doing with it,' Lopez added in the the email, Lopez also addressed Microsoft's recent blog post where the company claims that it conducted an internal audit which found 'no evidence to date that Microsoft's Azure and AI technologies have been used to target or harm people in the conflict in Gaza'.Lopez said that Microsoft's statement 'falls far short of what we are demanding. Non-transparent audits into our cloud operations in Israel (conducted by no other than Microsoft itself and an unnamed external entity) that declare no wrongdoing by the company do not give me any sense of relief. In fact, this response has further compelled me to speak out'. 'We don't need an internal audit to know that a top Azure customer is committing crimes against humanity. We see it live on the internet every day,' his email disruption questioning Microsoft's work with Israel military wasn't the first instance that a company's employee has done a public protest. In April, Indian-origin Vaniya Agrawal interrupted Satya Nadella, Steve Ballmer, and Bill Gates at the company's 50th anniversary celebration over the company's alleged involvement in Israel's war on Gaza. 'It is undeniable that Microsoft's Azure cloud offerings and AI developments form the technological backbone of Israel's automated apartheid and genocide systems,' she wrote in a a day before Agrawal's protest, another Microsoft engineer, Ibtihal Aboussad, had disrupted Microsoft AI CEO Mustafa Suleyman's speech at the Microsoft AI event saying, 'Mustafa, shame on you'.Both of them were fired. Last week, Microsoft reportedly quietly started filtering internal emails that contain words like 'Palestine,' 'Gaza,' and 'genocide,' to prevent any conversation around these topics being circulated on the company's Exchange servers.
