MSFT conference call quick notes

• See double digit revenue growth in FY25
• MSFT continue to invest heavily in AI infrastructure while keeping and maintaining the margin. FY25 spend will be higher than FY24 (this is bullish for NVDA)
• Capex spend is primarily demand driven (ie, they have to increase Capex spend to match the demand).
• On Azure, the result of 30% growth vs 31% guidance was caused by two factors: 1: Demand constraints, ie, MSFT not having enough AI capacity to meet the demand. 2: Some softness in a few Europe countries from non-AI related consumption
• See going forward revenue growth to accelerate faster than the rate of Capex spend

所有跟帖： 

• I will hold the shares I added at 396 today -三心三意- ♂ (0 bytes) () 07/30/2024 postreply 15:32:29

• Now, back to 407 :) -und- ♂ (0 bytes) () 07/30/2024 postreply 15:37:05

• Dont know what tomorrow will do. But future very bright -三心三意- ♂ (0 bytes) () 07/30/2024 postreply 15:38:29