Microsoft reported revenue and profits ahead of analysts' expectations, with Azure revenue growth climbing to 40% as the company continued to grapple with the effects of a widespread cloud outage. ...

Hey there, Morgan. So, we got shares moving three and a half% higher in the after hours. Now, with EPS, uh, Alphabet reporting a gap EPS number here of 287.That's not comparable to analyst estimates due to a onetime three.5 billion charge that they got from the European Commission. That's related to distorting competition in the adtech market. Now, revenue, that's a big beat here, 102.35% billion.The street was expecting to see 99.89% billion. I've also got a cloud revenue for number for you for Q3. That's ...

Microsoft reported expansion in its Azure cloud computing unit that failed to impress investors who have grown optimistic about the business https://t.co/XRoHFBUnpU ...

By Kenrick Cai and Akash Sriram (Reuters) -Strong AI demand helped power Alphabet's financial results, as both the core advertising and cloud computing businesses of the Google parent beat revenue expectations. Despite whispers of concerns over a developing AI bubble, the search giant boosted its projected capital expenditures for the year to between $91 billion and $93 billion. “We are investing to meet customer demand and capitalize on the growing opportunities across the company,” CEO Sundar Pichai s ...

Core Insights - Microsoft has recently surpassed a $4 trillion market capitalization, driven by positive sentiment regarding its relationship with OpenAI and expectations for capital expenditures [1][2][3] - Investors are particularly focused on Azure's growth, which is expected to continue its strong performance, with annual revenue approaching $100 billion and growth rates near 40% [5][10] - The relationship with OpenAI has enhanced Azure's perception of innovation, attracting startups to utilize Azure for their projects [9][12] Azure Growth and Market Position - Azure has been a dominant market share gainer in the cloud sector, outpacing competitors like AWS and GCP [5][7] - The shift of traditional businesses to cloud services is favoring Microsoft, as these later-stage adopters are increasingly choosing Azure [8] - Microsoft’s exclusive agreement with OpenAI has solidified its competitive edge, allowing direct access to OpenAI technology through Azure [9] Capital Expenditure and Demand - Microsoft is expected to see rising capital expenditures, with projections above consensus estimates, indicating strong demand for its cloud services [11][12] - The company is currently facing supply constraints rather than demand issues, necessitating partnerships with other firms to meet cloud service needs [10][11] - Investors are keenly awaiting guidance on Azure growth for the upcoming December quarter, which is anticipated to have fewer capacity constraints [12] Productivity Tools and Future Growth - The Microsoft 365 commercial cloud, which includes Copilot, is projected to grow by 13-14% this quarter, with potential upside attributed to Copilot's integration [14][15] - The productivity business could see significant growth improvements alongside Azure, marking a potential new phase of expansion for Microsoft [15]

Core Insights - Microsoft Inc. is set to report earnings, with expectations of a gain of $3.65/share on revenue of $74.96 billion, while the Whisper number suggests a gain of $3.71/share [3] - The stock recently reached a record high of $555.45/share and is currently trading around $539/share, indicating potential volatility post-earnings [2][5] Financial Performance - Earnings have shown consistent growth: $5.76/share in 2020, $7.97 in 2021, $9.21 in 2022, $9.81 in 2023, and $11.80 in 2024; projected to reach $13.64 in 2025 and $15.56 in 2026 [4] - The current price-to-earnings ratio stands at 40, which is 1.5 times that of the S&P 500 [4] Business Segments - The Productivity and Business Processes segment includes offerings like Microsoft Teams, Office 365, LinkedIn, and Dynamics 365, focusing on cloud-based applications and business solutions [7] - The Intelligent Cloud segment encompasses Azure, SQL Server, and enterprise services, highlighting the company's strong position in cloud computing [8] - The More Personal Computing segment covers Windows licensing, devices like Surface and HoloLens, and gaming through Xbox, showcasing a diverse product portfolio [9] Technical Analysis - The stock is trading 3% below its record high and is above both its 50 and 200-day moving averages, indicating strong technical support [5] - Market reactions to earnings will be closely monitored, with expectations for a potential gap up or down based on performance [11]

Core Viewpoint - Alphabet is set to report earnings, with expectations of a gain of $2.26 per share on revenue of $99.96 billion, while the Whisper number suggests a gain of $2.31 per share [3] Financial Performance - Earnings have fluctuated over the past few years: $2.64 in 2020, $5.00 in 2021, $4.72 in 2022, $5.74 in 2023, $7.79 in 2024, and projected to grow to $9.90 in 2025 and $10.77 in 2026 [4] - The stock has a price-to-earnings (P/E) ratio of 31, approximately 1.3 times the benchmark S&P 500 [4] Technical Analysis - The stock is currently trading at a record high of $273, having risen significantly from a low of $140.53 in April 2025 [5] - It is trading above its 50 and 200-day moving averages, indicating healthy technical signs [5] Company Overview - Alphabet Inc. was established in 2015 to manage Google's diverse ventures, allowing Google to focus on its core internet services while subsidiaries operate independently [7][8] - Under CEO Sundar Pichai, Alphabet has maintained its position as a leading technology conglomerate with a market capitalization exceeding $2 trillion [9][10] Revenue Streams - Alphabet's revenue is primarily driven by Google's advertising business, with significant contributions from YouTube and Google Cloud [10] - The company operates through segments including Google Services, Google Cloud, and Other Bets, offering a wide range of products and services globally [11][12][13]

Market Analysis by covering: Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $75 million, representing an 8% year-over-year growth [4][12] - Non-GAAP earnings per share increased by 22% year-over-year to $0.28 [4][18] - Total ARR rose to $240 million, up 8% year-over-year [14][18] - Gross margin remained strong at 82.2%, consistent with Q3 2024 [15][18] - Operating income grew 34% year-over-year to $9.6 million [16] - Net income increased by 24% year-over-year to $12.6 million [18] Business Line Data and Key Metrics Changes - Cloud Security ARR climbed to $89 million, up from $72 million in Q3 last year, with a growth trajectory of 24% year-over-year [4][13] - Subscription revenue grew 21%, accounting for 52% of total revenue compared to 47% in the same period last year [6] - DefensePro X refresh cycle grew approximately 40% year-over-year [9] Market Data and Key Metrics Changes - Revenue in the Americas rose 28% year-over-year to $35.4 million, representing 47% of total revenue [15] - EMEA revenue decreased by 10% year-over-year to $22.8 million, accounting for 30% of total revenue [15] - APAC revenue increased by 3% year-over-year to $17.1 million, contributing 23% of total revenue [15] Company Strategy and Development Direction - The company is focused on expanding its business in cloud security, driving innovation through AI and automation, and strengthening global Go-to-Market capabilities [4][10] - The company plans to open additional cloud security centers to meet growing demand [5] - API security is identified as the third wave in the cloud security growth strategy, with significant potential for 2026 [7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the demand environment, indicating strong momentum going into Q4 [28] - The company expects total revenue for Q4 2025 to be in the range of $78 million to $79 million [19] - Management highlighted the importance of ARR as a guiding indicator for future revenue growth [29] Other Important Information - Cash flow from operations in Q3 2025 was -$4.2 million, primarily due to an increase in accounts receivable [18] - The company ended the quarter with approximately $455 million in cash and marketable securities [19] Q&A Session Summary Question: How are operations going in North America? - Management indicated plans to ramp investments further in North America due to strong momentum and opportunities in cloud security [24] Question: What is the competitive position in the market? - Management emphasized the strength of their algorithmic-based security capabilities and fully managed services as key differentiators [25] Question: How did demand compare to Q2? - Management noted that demand remained stable and expressed encouragement regarding guidance for Q4 [28] Question: Will billing follow the same trajectory as RPO? - Management expects billing and cash collection to be stronger in Q4, anticipating a return to positive cash flow from operations [31]

TE Connectivity (NYSE:TEL) Q4 2025 Earnings Call October 29, 2025 08:30 AM ET Company ParticipantsAmit Daryanani - Senior Managing DirectorSujal Shah - VP of Investor RelationsTerrence Curtin - CEOScott Davis - Chairman and CEOHeath Mitts - CFOShreyas Patil - VP Equity ResearchConference Call ParticipantsMichael Elias - Senior Equity Research AnalystGunars Vinkels - Equity Research AnalystSamik Chatterjee - Senior Equity Research AnalystJoe Stadwiecz - Executive Director and Equity Research AnalystAsiya Mer ...