Microsoft and Meta increase their income and benefits that are promoted artificial intelligence
Microsoft y meta platforms They have provided the advantages of a quarterly march that exceeded the market expectations, indicating that A strong request for artificial intelligence (AI) The two companies help to overcome the economic uncertainty resulting from duty. Among the most prominent data of the American technological giants The cloud business sector appears in Microsoft Azure CloudThey both are largely enhanced by their developments.
Microsoft and Meta procedures increased by 7 % and 5.4 %, respectively, in operations after the closure, which sparked future contracts of US measures. Microsoft actions are about to recover all losses From the year, while Meta still loses 3.7 % so far this year.
Microsoft is speeding up the growth of Azure
Microsoft, the main cloud works in Azure and other relevant services, A growth between 33 % In the third quarter of its fiscal year 2025, it accelerated from 31 % of the previous quarter. Wall Street expects 29 % annual growth.
Company 16 % of the semester growth in Azure To artificial intelligence services, compared to 13 % of the previous quarter. “The cloud and AI are the basic supplies for all companies to expand production, reduce costs and accelerate growth,” Nadilla, CEO, announced, adding: ” “From infrastructure and platforms From IA to applications, we create all over the battery to present our customers. “
Microsoft has begun to lead in artificial intelligence with tens of billions of dollars investing in Openai, owner of ChatGPTAt the end of 2023. He also combined artificial intelligence tools into the Office 365 suite and presented Chatbot Copilot. More than 15 million people are now using their assistant GitHub Copilot, who wins the number a year ago, Nadella said at the results conference.
“We have passed a good quarter, with some He entered $ 42.4 billion in Microsoft CloudAmy Hood, CEO and financial manager of Microsoft, said that 20 % more than a year (more than 22 % in a fixed currency), driven by continuous demand for our distinct offers.
The total income reached $ 70.1 billion (62,000 million euros), or 13 % more than the previous year. BAPA dilution of the share (BPA) was $ 3.46 (3.06 euros), by 18 %, far exceed the consensus expectations of $ 3.22 (2.85 euros). All major sectors -commercial products and consumption in Microsoft 365, LinkedIn, products and services in the dynamic cloud – They have registered two growth.
“This result is again showing that Microsoft is not only loaded to Artificial intelligence“The promotion of it,” says Josh Gilabirt, a market analyst at Etoro Australia.
but, Trump’s wide tariffIt was presented in April, it can still have a late impact on Microsoft operations, although most of them They have reduced 10 % for countries other than China.
In early April, Microsoft reduced some international database projects. “With the continued growth of demand for artificial intelligence, our presence in data centers Expanding continuesA company spokesman said: “The changes we made clarify the elasticity of our strategy,” said a company spokesman. Nadilla announced previously that Microsoft It aims to invest 80,000 million dollars (70.7 billion euros) in the infrastructure of data centers in the fiscal year 2025, which ends in June.
Capital expensesIncluding financial lease contracts, amounted to $ 21.4 billion (19,000 million euros), which represents a sequential decrease for the first time in two years.
The two -year advertising revenues are registered with a strong growth, driven by Amnesty International
Introducing platforms also got good resultsWith an increase between years in the total revenue of 16 %, to 42,310 million dollars (37,410 million euros), which exceeded $ 41400 million (36.6 billion euros) scheduled. The advantage of one stock increased by 35 %, up to $ 6.43 (5.69 euros), and more than $ 5.28 (4.67 euros). Advertisement -98 % of the total definition sales- It reached 41390 million Of dollars (36.6 billion euros), overcoming analysts’ expectations.
“We started with a good foot an important yearMark Zuckerberg, CEO, said our society continues to grow and our business is very well. The artificial intelligence goal is the independent product of Amnesty International The generation of the company, which was developed in the competition with Openai Chatgpt.
Zuckerberg added during the presentation of the results: “Our work works very wellAnd I think we are in a good position to move in total economic uncertainty. “
The company plans to increase expenditures on the infrastructure of Amnesty International, with investment expectations ranging from 64,000 million dollars (56.6 billion euros) and 72 billion dollars (63.7 billion euros), compared to previous expectations ranging between 60,000 and 65,000 dollars. “These updated expectations reflect additional investments In data centers to support our efforts in artificial intelligence, as well as increase the expected cost of infrastructure devices. most Our capital expenses In 2025, they will continue to address our main works. “
propagandabut, The company warned of the recent organizational decision of the European Commission Be able to Harming user experience And the effect on their European income is already in the third quarter.
