微软公司相关 - 微软公司市值截至撰写时为3.04万亿美元是全球最大的公开上市交易公司之一 [1] 原油相关 - 原油价值洞察提供专注于石油和天然气的投资服务和社区重点关注现金流和产生现金流的公司带来有实际潜力的价值和增长前景 [1] - 订阅者可使用50 +股票模型账户对勘探与生产公司进行深入的现金流分析并进行该行业的实时聊天讨论 [2] - 可注册两周免费试用获得石油和天然气投资新机会 [2]

报告公司投资评级 - 文档未提及微软公司的投资评级，无法准确回答 [无] 报告的核心观点 - 微软2024Q3业绩良好，营收、营业利润、净利润等均有不同程度增长，各业务板块表现有亮点且对未来业绩有指引，同时在AI业务上持续投入且发展迅速 [5][6] 根据相关目录分别进行总结 2024Q3业绩情况 - 收入及盈利情况：微软2024Q3实现营收656亿美元（YoY+16%），超过官方指引上限，营业利润306亿美元（YoY+14%），净利润247亿美元（YoY+11%），EPS3.30美元（YoY+10%） [5] - 支出情况：运营费用增长12%低于预期，员工人数较上年同期增长8%，包括融资租赁在内的资本支出为200亿美元，PP&E的现金支付支出为149亿美元，云计算和AI相关支出几乎代表所有总资本支出 [7] 营收划分 - 生产力和业务流程：收入为283亿美元，同比增长12%，Office Commercial收入同比增长13%，Office365 Commercial增速为15%，Office Consumer收入同比增长5%，Microsoft365订阅量增长，Linkedln收入增长10%，Dynamics营收同比增长14%，Dynamics 365收入同比增长18% [9][10][11] - 智能云：营业收入241亿美元，同比增长20%，服务器产品与云服务收入增长23%，Azure和其他云服务收入增长33%，企业和合作伙伴服务同比下滑1% [16][17] - 个人计算：营业收入132亿美元，同比增长17%，Windows OEM和设备收入增长2%，游戏收入增长43%，Xbox内容和服务收入增长61%，搜索和新闻广告不计流量获取成本的收入增长18% [20][21][22] 公司业绩指引 - 生产力和业务流程：预计2024Q4收入将增长10% - 11%，达到287 - 290亿美元，各子业务如Office Commercial、Office Cosumer、LinkedIn、Dynamics等有不同的增长预期 [26][27][28][29][31] - 智能云：预计2024Q4收入将增长18% - 20%，达到255.5 - 258.5亿美元，服务器产品与云服务、企业和合作伙伴服务等有不同的增长预期 [32][33][34] - 个人计算：预计2024Q4收入在138.5 - 142.5亿美元之间，各子业务如Windows OEM和设备、搜索和新闻广告、游戏等有不同的增长预期 [36][37][38][39] - 整体业绩指引：预计销售成本增长11% - 13%，营业费用增长约7%，其他收入和费用约为负15亿美元，有效税率约为19%，AI业务24Q4年化收入将达100亿美元 [40][41]

Microsoft is experiencing substantial growth across its portfolio of artificial intelligence products and services.Microsoft (MSFT 2.12%), Apple, and Nvidia are the only three companies in the world with a valuation of $3 trillion or more. While Nvidia is the undisputed king of artificial intelligence (AI) chips, Microsoft is fast becoming a leader in AI software.Microsoft just reported its financial results for the fiscal 2025 first quarter (ended Sept. 30), and the company generated incredible growth from ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his chan ...

Investors are concerned that Microsoft is getting ahead of itself with spending on artificial intelligence.Microsoft (MSFT 1.03%) continues to increase its investments in artificial intelligence (AI), which is concerning for many stock market investors.*Stock prices used were the afternoon prices of Nov. 2, 2024. The video was published on Nov. 4, 2024. ...

Everyone is familiar with the incumbents when it comes to internet browsers and video streaming platforms. The browser wars are dominated by Alphabet Inc. NASDAQ: GOOGL Google Chrome versus Microsoft Co. NASDAQ: MSFT Edge. The dominant user-generated video streaming platform is hands-down YouTube, with competing platforms like Amazon.com Inc NASDAQ: AMZN, Twitch, and conservative platform Rumble Inc. NASDAQ: RUM running far back in the distance. Here are two alternative internet niche companies in the compu ...

Microsoft stock has a premium valuation but without the performance.Microsoft (MSFT 0.73%) stock just did something that should be a warning sign for investors. It recently reported its first-quarter fiscal year 2025 (ending Sept. 30) results, and the stock dropped despite beating expectations. That's never a good sign, and whenever you see it, it should prompt you to investigate further. While a stock dropping after beating expectations is never good, there's another warning sign Microsoft is exhibiting, a ...

A combination of political and market pressure will probably drive this stock split.In recent months, artificial intelligence (AI) stocks have been a focus of stock-split stocks. This began last year, as Amazon and Alphabet initiated splits when pre-split stock prices exceeded $2,000 per share. Nvidia and Broadcom followed this year when pre-split prices reached four figures.Knowing this, it may surprise investors that a stock with a much lower price is likely to split soon. Nonetheless, as its growth as an ...

报告公司投资评级 - 报告给予微软公司"增持"评级(维持) [1] 报告的核心观点 整体业绩表现 - 公司FY25Q1业绩基本符合预期,收入录得655.85亿美元,同比增长16%,略高于彭博一致预期1.7% [1] - 营业利润录得305.52亿美元,同比增长13.6%,高于彭博一致预期5.3% [1] - GAAP净利润录得246.67亿美元,同比增长10.7%,高于彭博一致预期6.1% [1] - 资本开支(不含租赁)为149亿美元,高于彭博预期2.6% [1] 分业务表现 - 生产力和业务流程业务录得收入283.17亿美元,同比增长12.3%,显著高于彭博一致预期16.8% [1] - 更多个人计算业务录得收入131.76亿美元,同比增长16.8%,基本符合彭博预期 [1] - 智能云业务录得收入240.92亿美元,同比增长20.4%,低于彭博一致预期7.6% [1] - Azure收入同比增长33%(固定汇率下+34%),高于彭博一致预期的32% [1] 云业务展望 - 下季度Azure云业务增速指引进一步放缓至31%-32%,主要受算力供给短缺和欧洲经济疲软影响 [1] - 下季度公司将加大资本开支,以优化云基础设施容量短缺问题,拉动云业务增速回升 [1] - 云业务利润率同比略有下滑,主要受云基础设施折旧扩大的影响,本季度云业务OPM为43.6%,同比下降0.9个百分点 [1] AI业务进展 - AI业务增长较为明显,Azure OpenAI和机器学习等AI业务在Azure中的贡献占比持续提升 [1] - Azure Arc客户数同比增长超过80%,Azure OpenAI使用量增长超过一倍,Azure Cosmos DB和Azure SQL DB使用率加速增长 [1] - Microsoft 365 Copilot在财富500强中的渗透率近70%,每日使用Microsoft 365的人数环比增加一倍多 [1] - 下季度AI业务有望超过100亿美元的年收入run rate [1] 投资建议 - 预计微软FY2025-2027年收入和净利润将保持14%左右的增长,维持"增持"评级 [1]

A diverse business with AI upside, double-digit growth, and better credit than the U.S. government? It's tough to find a more dependable buy-and-hold stock than this.You've probably heard the expression, "You shouldn't put all your eggs in one basket."This is sage advice when investing because you never know what can happen, and you wouldn't want an unfortunate event to destroy the money you've worked hard for. A diverse portfolio of high-quality companies can appreciate over time but still protect you from ...