Amazon CEO Andy Jassy speaks during an unveiling event in New York on Feb. 26, 2025. Amazon announced a rebuilt Alexa voice assistant known as Alexa+, which will have generative artificial intelligence (AI) features.Amazon's cloud business grew at a slower pace than expected in the first quarter, a third straight revenue miss.Revenue at Amazon Web Services increased 17% to $29.27 billion, while analysts polled by StreetAccount had expected $29.42 billion. The growth slowed from 18.9% in the fourth quarter.A ...

SAN JOSE, Calif., May 01, 2025 (GLOBE NEWSWIRE) -- Nutanix, Inc. (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced that it will report its financial results for the third quarter of fiscal year 2025, which ended April 30, 2025, after U.S. markets close on Wednesday, May 28, 2025. Nutanix will host a conference call and earnings webcast beginning at 4:30 p.m. EDT / 1:30 p.m. PDT on the same day to discuss the company’s financial results. Interested parties may access the conference cal ...

Core Insights - Microsoft reported third-quarter fiscal 2025 earnings of $3.46 per share, beating the Zacks Consensus Estimate by 8.13% and increasing 17.7% year-over-year [1] - Revenues reached $70.06 billion, a 13.3% year-over-year increase, surpassing the Zacks Consensus Estimate by 2.46% [2] - The stock saw a 7% increase in extended trading, driven by strong growth in the Azure cloud infrastructure unit [2] Financial Performance - Commercial bookings increased by 18%, significantly exceeding expectations, driven by Azure commitments from OpenAI [3] - Commercial remaining performance obligation rose 33% to $315 billion, with approximately 40% expected to be recognized in revenues in the next 12 months [3] - Microsoft Cloud revenues were $42.4 billion, growing 21% year-over-year, with a gross margin percentage of 69% [4] Segment Performance - The Productivity & Business Processes segment contributed 42.7% to total revenues, with a 10.4% year-over-year increase to $29.9 billion [5] - M365 commercial cloud revenues increased by 12%, driven by E5 and M365 Copilot, with paid M365 commercial seats growing 7% to 430 million [6] - The Intelligent Cloud segment reported revenues of $26.75 billion, growing 20.8% year-over-year, primarily due to Azure [10] AI and Data Products Growth - Microsoft processed over 100 trillion tokens this quarter, a fivefold increase year-over-year, with Azure AI Foundry adopted by over 70,000 enterprises [20] - GitHub Copilot surpassed 15 million users, representing more than fourfold growth year-over-year [21] - Microsoft Fabric expanded to over 21,000 paid customers, an 80% increase year-over-year [24] Balance Sheet and Cash Flow - As of March 31, 2025, Microsoft had total cash and short-term investments of $79.61 billion, up from $71.55 billion at the end of 2024 [31] - Cash flow from operations was $37 billion, a 16% increase, with free cash flow at $20.3 billion [31] Guidance - For the fiscal fourth quarter, Microsoft expects revenue growth in the productivity and business processes segment between $32.05 billion and $32.35 billion [33] - In Azure, revenue growth is anticipated between 34% and 35% at constant currency [35]

Group 1: Microsoft - Microsoft shares increased by 7% in premarket trading following strong FQ3 results, with Azure revenue growth of 33%, surpassing market expectations of 31% [3] - The company reported a 20% year-over-year rise in Microsoft Cloud revenue and forecasted continued strength in its cloud and AI businesses through Q4 and into fiscal 2026 [3] Group 2: Meta Platforms - Meta Platforms' shares rose by 5% after reporting a robust Q1 performance, with revenue increasing by 16% year-over-year and profits surging by 35% [4] - The operating margin expanded to 41% from 38% a year earlier, with CEO Mark Zuckerberg highlighting strong business momentum and advancements in AI [4] - Daily active users on the Family of Apps grew by 6% to 3.43 billion, exceeding expectations, while ad impressions rose by 5% year-over-year and the average price per ad increased by 10% [4] Group 3: Tesla - Tesla's board chair Robyn Denholm refuted reports of a CEO search, asserting confidence in Elon Musk's leadership [6] - Analyst Dan Ives suggested that the board's statement was a warning regarding recent issues but believes Musk will remain CEO for at least another five years [7] Group 4: Tools for Humanity - Tools for Humanity, co-founded by OpenAI CEO Sam Altman, is launching biometric ID technology in six U.S. cities, including San Francisco and Los Angeles [8] - The initiative aims to create a global identity system through iris scanning in exchange for cryptocurrency and digital IDs [8] - Partnerships with Visa and Match Group were also announced to enhance the project's reach [9] Group 5: Amazon - Amazon shares climbed by 4% after announcing a $4 billion investment to expand its rural delivery network across small-town America [11] - The investment aims to improve delivery speed and reach, with earnings expected to be reported later [11]

EATONTOWN, N.J., May 01, 2025 (GLOBE NEWSWIRE) -- Climb Channel Solutions, an international specialty technology distributor and wholly owned subsidiary of Climb Global Solutions, Inc. (NASDAQ: CLMB), is excited to announce its new partnership with Accelsius. Accelsius is a leader in next-generation liquid cooling solutions for high-performance computing environments. This partnership further strengthens Climb’s commitment to delivering innovative emerging technologies to its channel partners, equipping the ...

丨证券研究报告丨 行业研究丨专题报告丨软件与服务 [Table_Title] 重仓超配回暖，拥抱 AI 趋势--计算机行业 2025Q1 基金持仓分析 报告要点 分析师及联系人 [Table_Author] 宗建树 宋浪 SAC：S0490520030004 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Summary] 2024Q4 长江计算机一级行业基金重仓持股的市值总和约 412.9 亿（2024Q4 为 326.2 亿，环 比提升约 86.8 亿），对应计算机持仓占比为 3.1%，环比 2024Q4 提升 0.6pct。近一年以来 (2024Q2~2025Q1)基金重仓配置计算机的比例直线上升，分季度分别为 1.8%、2.0%、2.5%、 3.1%，25Q1 重仓比例处于 2010 年以来的 42%分位值。值得注意地是，近一年计算机板块重 仓超配比例分别为-2.6%、-3.0%、-3.1%、-2.8%，25Q1 季度重仓超配比例反转向上。展望未 来，建议关注基本面有望率先迎来改善的赛道：云基础资源、国产算力、AI A ...

同时，微软继续投入AI基础设施。第三财季微软包括融资租赁在内的资本支出为214亿美元，略低于预期，原因是数据中心租赁交付时间的正常波动。微软 同时预计，第四财季的资本支出将环比增长。财报电话会议上，微软执行副总裁兼首席财务官艾米·胡德 (Amy Hood) 表示，其中云和 AI 相关支出的一半继 续用于长期资产，这些资产将在未来 15 年及更长时间内支持盈利。另一半用于服务器（包括 CPU 和 GPU）。 更多个人计算业务营收为134亿美元，同比增长6。其中Windows OEM和设备收入增长3%。 微软生产力和业务流程部门在第三财季营收为299亿美元，同比增长10%。LinkedIn 营收增长 7%，按固定汇率计算增长 8%。由于所有业务表现均好于预 期，业绩超出预期。人才解决方案业务继续受到招聘市场疲软的影响。 对于下个季度的业绩展望，微软表示预计 Azure第四财季收入增长将在 34% 至 35% 之间（按固定汇率计算），这得益于市场对服务组合的需求。在 AI 服务 方面，微软继续按计划上线数据中心容量，但需求增长速度略快。因此微软预计 6 月份之后 AI 容量将受到一定限制。 微软同时预计，第四财季的 ...

Financial Data and Key Metrics Changes - Revenue for the quarter was $70.1 billion, up 13% in constant currency [29] - Gross margin dollars increased 11% in constant currency, while operating income increased 16% in constant currency [29] - Earnings per share was $3.46, an increase of 18% in constant currency [29] Business Line Data and Key Metrics Changes - Microsoft Cloud revenue was $42.4 billion, growing 20% in constant currency [32] - Productivity and Business Processes revenue was $29.9 billion, growing 10% in constant currency, driven by LinkedIn and Microsoft 365 [33] - Intelligent Cloud segment revenue was $26.8 billion, growing 21% in constant currency, with Azure revenue growing 33% [37] - More Personal Computing revenue was $13.4 billion, growing 6% in constant currency, with gaming revenue increasing 56% [39][40] Market Data and Key Metrics Changes - Commercial bookings increased 18% in constant currency, significantly ahead of expectations [30] - Commercial remaining performance obligation increased to $315 billion, up 34% in constant currency [30] - LinkedIn membership grew at double digits year over year, with time spent on the platform up 36% [22] Company Strategy and Development Direction - The company continues to focus on cloud and AI as essential drivers for business growth, with significant investments in data center capacity and AI infrastructure [6][7] - Microsoft aims to optimize efficiencies across all layers of its operations, from data center design to model optimization [7] - The company is expanding its AI capabilities and integrating them into various products, including Microsoft 365 and Dynamics 365 [15][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for cloud services and AI, despite potential economic uncertainties [81] - The company anticipates continued growth in its cloud and AI segments, with a focus on helping customers navigate economic challenges [82] - Management highlighted the importance of maintaining a balanced approach to data center investments and workload growth [60][65] Other Important Information - Capital expenditures for the quarter were $21.4 billion, slightly lower than expected [41] - Free cash flow was $20.3 billion, driven by strong cloud billings and collections [42] - The company returned $9.7 billion to shareholders through dividends and share repurchases, an increase of 15% year over year [42] Q&A Session Summary Question: Data center commitments and AI demand - Management clarified that adjustments to data center commitments are ongoing and are based on future workload growth [60][61] - The company is currently short on power in specific locations, impacting its ability to build or lease at desired rates [63][67] Question: Accelerating demand for cloud migrations - Management noted three key trends driving cloud migrations: classic migrations, data growth, and cloud-native growth [72][75] Question: Stability and sustainability in a potential recession - Management emphasized a focus on helping customers during economic turbulence, leveraging cloud efficiencies to mitigate impacts [81][82] Question: Azure growth and non-AI services - The majority of Azure's outperformance was attributed to non-AI services, with strong demand from enterprise customers [86][88]

Microsoft reported it beat analysts' estimates during its third-quarter earnings call on Wednesday. "Cloud and AI are the essential inputs for every business to expand output, reduce costs, and accelerate growth," Satya Nadella, chairman and chief executive of Microsoft, said in a press release published ahead of the Q3 call. "From AI infra and platforms to apps, we are innovating across the stack to deliver for our customers."Ahead of Microsoft's earnings call on Wednesday, analysts at Piper Sandler said ...

Microsoft Third Quarter Fiscal Year 2025 Results Satya Nadella Amy Hood Jonathan Neilson April 30, 2025 This presentation contains forward-looking statements, which are any predictions, projections, or other statements about future events. These statements are based on current expectations and assumptions that are subject to risks and uncertainties. Actual results could materially differ because of factors discussed in today's earnings press release, in the comments made during the conference call, and in t ...