Mando's Take on Microsoft's Bounty
A Mandalorian doesn't usually dabble in quarterly reports but credits are credits. Microsoft it seems has found a pile of 'em. Their shares jumped more than a Sarlacc pit after they showed off better than expected numbers mostly thanks to their Azure cloud. Seems like everyone's gone digital even the Hutts probably have cloud storage for their spice now. This is the way... to make a profit apparently.
By the Numbers: More Shiny Than Chrome
Alright let's get to the nitty gritty. They pulled in $3.46 per share against the expected $3.22 and a staggering $70.07 billion in revenue when folks thought they'd only scrape together $68.42 billion. That's a lot of credits. Revenue is up 13% year over year. Even net income is up 18% to $25.8 billion figures that would make even a Wookiee crack a smile.
Trump Tariffs: A Krayt Dragon in the Room?
Here's where things get dicey. These numbers are from before those tariffs hit like a thermal detonator. Investors are twitchy as a Jawa in a sandstorm waiting to hear how these galactic trade disputes will affect future earnings. Microsoft's got to play this smart like sneaking past a garrison of Imps.
Investing Heavy: This Is the Way of AI
Microsoft is tossing credits at AI infrastructure like they're trying to buy off a Rancor. They dropped $16.75 billion a hefty 53% increase. They're clearly betting big on these new technologies. Maybe they're hoping to build a droid that can actually hit something with a blaster.
Cloudy with a Chance of Credits
The Intelligent Cloud unit powered by Azure brought in $26.75 billion up 21%. Azure alone grew by 33% with AI contributing a solid 16 points. Seems like the cloud isn't just for hiding from the Empire anymore; it's a goldmine. But that partnership with OpenAI looks like it gave them a few dents costing them a bit of credits.
The Bottom Line: Keep Your Blaster Ready
Despite a good quarter Microsoft shares are down 7% for the year. The galaxy is a volatile place and even big players like Microsoft can take a hit. They need to navigate these tariffs keep investing wisely and hope the Force is with them. This is the way… to stay afloat in a sea of uncertainty. I have spoken.
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plifter
I heard they're working on a new lightsaber app for Windows.
YayaOrchid
More like Micro-soft, am I right?
JCWebHost
Are these guys hiring? Asking for a friend... who's a bounty hunter.
readarticles
I wonder if Bill Gates has a Mandalorian helmet...
Samnitmar
Investing in AI? Sounds like a good way to end up with Skynet.
sickickz
All this talk about tariffs makes my credits hurt.