Microsoft(US:MSFT) Di Yi Cai Jing·2025-05-01 05:41Core Insights - Microsoft reported a revenue of $70.1 billion for Q3 FY2025, representing a 13% year-over-year growth, with a net profit of $25.8 billion, up 18% [1] - The stock price increased by over 6% in after-hours trading due to better-than-expected performance [1] - The Intelligent Cloud segment generated $26.8 billion in revenue, a 21% increase year-over-year, with Azure and other cloud services growing by 33% [1][3] Segment Performance - The cloud business's gross margin was 69%, although it decreased by 3 percentage points year-over-year due to AI infrastructure expansion [1] - The More Personal Computing segment generated $13.4 billion, a 6% increase, with Windows OEM and device revenue growing by 3% [4] - The Productivity and Business Processes segment reported $29.9 billion in revenue, a 10% increase, with LinkedIn revenue growing by 7% [4] Future Outlook - Microsoft expects Azure revenue growth for Q4 to be between 34% and 35% due to strong demand for its service offerings [4] - The company plans to continue investing in AI infrastructure, with capital expenditures of $21.4 billion in Q3, slightly below expectations [3] - Microsoft aims to independently develop AI models to complement its partnership with OpenAI, enhancing customer value [4][5]