microsoft earnings call

Microsoft axes data center leases

Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to grow strongly."

U.S. News & World Report · 1d

Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says

Skepticism has been growing among investors over the billions of dollars U.S. tech firms have been channeling into AI infrastructure due to slow payoffs and breakthroughs at Chinese startup DeepSeek,

New York Post on MSN · 1d

Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

Microsoft has axed some of its leases on data centers as DeepSeek’s rapid rise casts doubt over massive US spending on artificial intelligence, according to a report. The Washington-based software giant has canceled leases in the US totaling “a couple of hundred megawatts,

Microsoft's big moves with generative AI and the three risks investors need to know

What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...

Hosted on MSN26d

Microsoft (MSFT) Q2 2025 Earnings Call Transcript

Learn more here. Operator Greetings, and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. At this time, all participants are in a listen-only mode. A ...

Yahoo Finance26d

Q2 2025 Microsoft Corp Earnings Call

Mark Moerdler; Analyst; Sanford C. Bernstein & Co. Hey, greetings and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. (Operator Instructions) As a reminder ...

10d

Here's How Generative AI Factors Into Microsoft's Plan for Growth

Microsoft (NASDAQ: MSFT) has quickly emerged as a leading player in the generative AI race through internal investments in ...

Hosted on MSN26d

Earnings call transcript: Microsoft Q2 2025 beats expectations, stock dips

During the earnings call, analysts raised questions about Microsoft's execution challenges in non-AI Azure services and the company's strategy around its partnership with OpenAI. Executives ...

Microsoft: Now Worth Buying After A Year Of Nothingness

Microsoft (NASDAQ:MSFT) stock hasn't gone anywhere for the past year, trading mostly sideways. This has allowed the valuation ...

26d

Microsoft’s AI business is booming — Xbox, not so much

Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 earnings, Microsoft announced revenue of $69.6 billion for the quarter, up ...

26d

Microsoft, Meta back big AI spending despite DeepSeek's low costs

Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...

29d

AI in Earnings Calls: How the Largest Companies Are Talking About Generative AI

Generative artificial intelligence (AI) is transforming industries, consumer behavior, and the competitive landscape for the world’s largest companies. From digital assistants to the race to build the ...

Seeking Alpha26d

Microsoft Corporation (MSFT) Q2 2025 Earnings Call Transcript

Greetings and welcome to the Microsoft Fiscal Year 2025 Second Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will ...

Constellation forgoes earnings call for first time since spinoff

Constellation Energy , the largest U.S. nuclear power operator, skipped its quarterly earnings investor call on Tuesday for the first time since going public three years ago.

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