What You Need To Know Ahead of Microsoft's Earnings Report

Key Metric: Azure Cloud Growth

Investors will apt beryllium watching for sustained gross maturation successful Microsoft's unreality platform, Azure, which fueled nan tech giant's net thumps successful erstwhile quarters.

Azure has benefited from nan AI roar arsenic customers train and tally AI workloads utilizing nan unreality platform. The cloud business has helped support Microsoft's accrued superior spending arsenic big tech invests successful AI.

Goldman Sachs analysts expect unreality gross of $37.2 billion, representing maturation from some nan 4th anterior and nan year-ago period.

The analysts said that they "think stock gains successful Azure and activity successful [generative artificial intelligence] could proceed to group Microsoft connected a abstracted trajectory arsenic agelong arsenic we are successful nan ‘Infrastructure’ build shape of nan Gen-AI cycle."

Business Spotlight: AI Impact

Microsoft's net study and telephone will apt beryllium focused connected nan company's position successful nan evolving AI marketplace. The tech elephantine has established itself arsenic an early AI leader done its ongoing partnership with OpenAI.

The institution could supply updates astir its Windows PCs designed for AI workloads and really nan caller devices are expected to impact Microsoft's computing business.

Microsoft shares were up 0.3% astatine conscionable supra $444 connected Tuesday afternoon, contributing to nan stock's astir 18% year-to-date gain.