Microsoft(US:MSFT) 智通财经网·2025-07-11 09:05Core Insights - Morgan Stanley's recent report indicates stable demand trends for Microsoft, with CIO sentiment remaining largely unchanged compared to the previous quarter [1] - Microsoft maintains a strong position in the generative AI sector, with an increasing adoption rate of M365 Copilot expected to rise from 17% to 31% over the next 12 months [1] Spending Intentions - CIOs project a stable IT budget growth rate of 3.6% for 2025, a slight decrease of 10 basis points from the previous quarter [1] - Software spending intentions are also expected to grow by 3.6% year-on-year, down 18 basis points from the first quarter [1] - 67% of CIOs plan to increase net spending on Microsoft tools, reflecting the company's leadership in the AI space [2] Azure and Office 365 Insights - 57% of CIOs currently using or planning to use Azure expect to increase spending over the next 12 months, consistent with the previous year's figures [2] - Office 365 spending intentions have risen, with 55% of CIOs indicating plans to increase spending, up from 47% in Q2 2023 [2] - The adoption of higher subscription tiers, particularly E5, is increasing, with 53% of Office 365 CIOs expecting to use E5 next year, compared to 33% currently [2] Generative AI Adoption - 97% of CIOs anticipate utilizing some form of Microsoft's AI tools in the next 12 months, marking the highest short-term adoption rate observed since the question was first posed [3] - The adoption of Microsoft 365 Copilot remains strong, although mid-term expectations show a decline from 72% to 43% [4] - The anticipated deployment of M365 Copilot across 31% of endpoints is expected to rise to 43% over the next three years, indicating a significant increase in adoption [4]