Microsoft Y Meta operating systems They offer the benefits of quarterly parade that overcome market expectations, refers to it Strong requirement for artificial intelligence (AI) Helps to overcome the economic uncertainty caused by both corporations Duty. In the most important data of two US technology companies Microsoft’s Azur Cloud Business and Target Additives appearBoth were significantly strengthened by their improvements.
Microsoft and Meta activities have increased 7% and 5.4%, respectively, in operations, which have increased the future of American actions. Microsoft’s activities are to restore all the losses The year of the year, the meta loses 3.7% this year.
Microsoft accelerates the growth of Azur
Microsoft, Azur’s main cloud business and other related services, 33% recorded mutual growth In the third quarter of the fiscal year 2025, the previous quarter was expedited from 31%. Wall Street was expecting 29%of the year growth.
Corporation 16% of Azur’s quarterly growth For AI services compared to 13% of the previous quarter. Chief Executive Officer Satya Nadella announced: “Cloud and AI are essential to expanding production to all companies, reducing costs and accelerating growth.” “From the infrastructure and the sites From IA to applications, we innovate throughout the battery to provide our customers. “
Microsoft started its leadership with an investment of tens of thousands of dollars in AI OpenAi, the owner of SATGPTAt the end of 2023. He has coordinated AI tools in his suite office 365 and introduced Sadpot Kobilat assistants. At the conference on the conclusion, more than 15 million people are now using their assistant Gitub Kobilot and raising the image four times ago.
“We have a good quarter, with some $ 42.4 billion in the Microsoft Cleum.
Total income reached $ 70.1 billion (62,000 million euros), which is 13% higher than the previous year. Diluted (PPA) for one share 46 3.46 . All the major categories of Microsoft 365 are commercial and consumption products, Center and Products and Services in the cloud of Dynamics They recorded two -dijit growth.
“This results again proves that Microsoft is not just uploading Ola of artificial intelligenceBut it encourages it, ”says Ettero Australia’s market analyst Josh Khilepherd.
However, Wide Trump chargesIntroduced in April, will have a delayed effect on Microsoft activity, however most They reduced to 10% to countries other than China.
In early April, Microsoft reduced some of its global data center projects. “The need for AI continues to grow up, our presence in data centers Continues to expandThe changes we have made demonstrate the flexibility of our strategy, “a spokesman for a company said. Nadella had previously declared Microsoft In the fiscal year 2025, it is aimed at investing $ 80,000 million (70.7 billion euro) in data central infrastructure.
Quarterly capital expensesFinancial leases, including $ 21.4 billion (19,000 million euros), refers to a continuous decline for the first time in two years.
Meta promotional re -enrollment records solid growth by AI
Meta platforms also received good resultsTotal revenue is planned for $ 16%, $ 42,310 million (37,410 million euros) and $ 41,400 million (36.6 billion euros). The benefit of a share increased by 35%to 43 6.43 (5.69 euros), and more than $ 5,28 (4.67). Ad income -It indicates 98% of the wholesale sales of Meta They have 41,390 million Dollars (36.6 billion euros) will win the expectations of analysts.
“We started with an important year of good foot: Our community continues to grow and our business works well, ”said CEO Mark Zuckerberg. Cole AI is the independent product of AI The company’s creation was created in the competition with Opanai Chadgipt.
During the presentation of the results, Zuckerberg said: “Our business also works wellAnd I think we are well established to go for the economic economic uncertainty. “
With investment prediction of $ 64,000 million (56.6 billion euros) and $ 72 billion (63.7 billion euros), the company plans to increase the cost of infrastructure, compared to the previous forecast from 60,000 to 65,000 million. “This updated forecast reflects additional investments Increase in data centers for supporting our efforts in artificial intelligence, as well as an increase in the expected cost of infrastructure hardware. Most Our capital costs They will continue to address our major business in 2025, ”said Meta’s decisions.
However, The company warned that the European Commission’s latest regulatory decision Can Harmful to the experience of users The third quarter already affects their European income.