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Microsoft This fall 2025 earnings name: Delivers huge with AI and cloud

g6pm6 by g6pm6
August 13, 2025
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Microsoft This fall 2025 earnings name: Delivers huge with AI and cloud
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Microsoft delivered robust monetary outcomes that exceeded expectations, pushed by the fast adoption and “diffusion” of AI expertise throughout its enterprise. AI is now being built-in into a variety of functions and platforms, at a a lot sooner fee than earlier expertise shifts. The corporate described this aggressive progress as the beginning of a brand new, huge “S-curve,” which is predicted to compound over time to maintain long-term progress.

  This fall 2024 (US$ million) This fall 2025 (US$ million) Proportion change
Income 64,727 76,441 +18.1%
Productiveness and Enterprise Processes 28,627 33,112 +15.7%
Clever Cloud 23,785 29,878 +25.6%
Extra Private Computing 12,315 13,451 +9.2%
Working revenue 27,925 34,323 +22.9%
Internet revenue 22,036 27,233 +23.6%

The year-on-year progress in general income was primarily pushed by Azure and Microsoft 365. About 98% of the income was recurring and subscription-based (annuity combine). The income progress from the Productiveness and Enterprise Processes section was pushed by Microsoft 365 merchandise and cloud providers. The Clever Cloud section is the fastest-growing section, led by progress in Azure and different cloud providers. Microsoft’s funding in…



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