格隆汇9月12日｜微软(MSFT.US)成功避免了一笔巨额反垄断罚款，此前欧盟接受了其提出的承诺，以 了结针对其涉嫌非法捆绑Teams视频会议应用的调查。欧盟监管机构表示，微软承诺将Teams从其Office 套件中剥离，已消除了他们的竞争担忧。此前在一次市场测试中，竞争对手和客户也未提出严重异议。 这一决定预计将在美欧紧张关系中带来一定缓和，此前特朗普批评欧盟对硅谷的打压。 ...

Group 1 - The European Commission has accepted commitments from Microsoft to address competition concerns regarding its Teams platform [1]

By Foo Yun Chee and Makini Brice BRUSSELS (Reuters) - Microsoft avoided a potentially hefty EU antitrust fine by promising reduced prices for Office products excluding its Teams app, a move on Friday that comes as Brussels increases scrutiny of U.S. tech giants. The case was triggered by a 2020 complaint from Salesforce-owned Slack Technologies Inc to the European Commission, which accused Microsoft of bundling its chat and video app Teams with its Office product to gain an unfair advantage over rivals. ...

Microsoft avoids a hefty antitrust penalty after the EU accepted the tech giant's commitments to settle a probe into the alleged illegal bundling of Teams https://t.co/N2KYDtpGLA ...

Nvidia is the world's largest company, but it can be overtaken by another tech giant that's seeing terrific growth in demand for its cloud-based AI and productivity offerings.Nvidia's (NVDA) dominance of the artificial intelligence (AI) chip market has helped it become the world's most valuable company with a market cap of $4.32 trillion as of this writing. Importantly, Nvidia's growth remains solid despite its huge revenue base.The chipmaker should maintain its remarkable growth in the future as well, cons ...

Microsoft (NASDAQ:MSFT) and OpenAI have signed a non-binding memorandum of understanding to redefine their relationship, paving the way for OpenAI to restructure into a for-profit company. The companies did not disclose financial details but said they are working toward a ...

Summary of Microsoft Corp. (MSFT) Conference Call Company Overview - **Company**: Microsoft Corp. (MSFT) - **Event**: Communacopia + Technology Conference 2025 - **Date**: September 8 - 11, 2025 - **Presenter**: Jared Spataro, CMO of AI at Work Key Industry Insights 1. Copilot Adoption - Microsoft reports that Copilot adoption is early but accelerating, with a "land-and-expand" strategy across enterprises - 70% of Fortune 500 companies are using Copilot extensively - The most recent quarter saw the highest net new seat additions and returning customers, achieving 100 million monthly active users (MAUs) across consumer and commercial sectors - Copilot is the fastest-growing product in the M365 suite, with Teams experiencing a similar ramp-up due to pandemic-related demand - Enterprises are increasingly deciding to implement a baseline assistant-at-work across employees, which is expected to enhance literacy and expansion [3][2][6] 2. Copilot-enabled Productivity Gains - Productivity benefits from Copilot are categorized into personal productivity and process-based applications - Controlled tests indicate personal productivity improvements of 20-30% in efficiency - Direct ROI is more easily quantifiable in roles with clear KPIs, such as sales - Microsoft has improved agent throughput by approximately 12%, and redesigning customer support systems has led to operational expense savings through upfront deflection [3][2][6] 3. GPT-5 Launch - Microsoft describes the launch of GPT-5 as a pivotal "systems launch" rather than just a model update - The innovation includes an advanced orchestration layer that directs tasks to the most suitable underlying models - This dynamic routing capability allows a broader range of users to utilize reasoning models economically for the first time - GPT-5 is integrated into Copilot, enabling domain-specific agents to perform end-to-end tasks - The relationship between Copilot and agents is likened to the iPhone's relationship with apps, positioning Copilot as a conduit for agent operations [6][2][3] Financial Overview 1. Valuation & Price Target - Goldman Sachs reiterates a 12-month price target of $630 for Microsoft - Current price is $500.37, indicating an upside potential of 25.9% - Market capitalization is reported at $3.7 trillion - Revenue projections for the next few years are as follows: - FY 2025: $245.1 billion - FY 2026: $281.7 billion - FY 2027: $324.3 billion - FY 2028: $372.9 billion - Key financial metrics include: - EBITDA: $131.7 billion (FY 2025) - EPS: $11.80 (FY 2025) - P/E ratio: 32.0 (FY 2025) [7][8] 2. Key Risks - Potential risks include: - Slower than anticipated public cloud adoption - Overall slowdown in IT spending - Slower margin expansion - Adverse competitive landscape [7][8] Additional Considerations - The report includes disclosures regarding potential conflicts of interest due to Goldman Sachs' business relationships with Microsoft - Analysts emphasize that this report should be one of several factors considered in investment decisions [4][10][17]

Sharon LinkedIn产品专家 本期类型：Training 提到LinkedIn广告，大多数人脑海里蹦出的第一个词就是"烧钱"。的确，同样的点击，LinkedIn的报价常常让Facebook和Google都"望尘莫及"。 可偏偏这么贵，它依旧是全球B2B市场的座上宾。原因只有两个字：精准。只要打法对路，它带来的线索质量和成交效率，能把其他平台甩出几条街。 LinkedIn 是目前唯一能同时按职位、职能、公司规模、行业四维交叉锁人的社交渠道。只要人群包划得准，线索含金量立刻翻番。不过，真正下场投过 的人都知道：同样的预算，有人赚得盆满钵满，有人却血本无归。 差距到底在哪里？今天我们拎出 3 个实操案例，手把手拆解LinkedIn广告如何做到ROI最大化，让每一分钱都落在高价值客户身上。 很多跨境老板一想到投广告，第一反应就是："让设计部赶张海报，开账户，烧预算。"结局往往是：CTR低、线索贵、预算秒光，只剩财务在群里哀嚎。 我最近把几十个账户跑了一遍，发现LinkedIn 的成交链路其实只有三步：被看见→被信任→被转化。 图源：网络 案例1：欧洲粉丝成本砍到 14.49 块 出海打法拆解： 总结：Lin ...

A look back at the stock market's dominant companies in 1995 shows just how much has changed in the past three decades.The stock market's biggest companies looked very different 30 years ago. On Dec. 29, 1995, the top three names were ExxonMobil with a market cap of $101 billion, Coca-Cola at $93 billion, and General Electric at $74 billion.While all three of these companies are still large-cap stocks in their existing forms, the S&P 500 index has outperformed them by a wide margin over the past 30 years, a ...

Market Analysis by covering: S&P 500, Microsoft Corporation, Apple Inc, Amazon.com Inc. Read 's Market Analysis on Investing.com ...