
• Reported GAAP EPS of $5.18 up 59.88% YoY • Reported revenue of $81.27B up 16.72% YoY
Bullish
Microsoft Corp achieved strong revenue growth, up 17%, driven by Intelligent Cloud and Productivity segments, with net income and EPS rising 60%. The company also extended its strategic AI partnership with OpenAI.
Bearish
Microsoft Corp faces increased operating costs and margin pressure from AI investments, a decline in gaming revenue, and significant regulatory and tax audit challenges, including a $28.9 billion IRS claim.