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Microsoft (MSFT) Q2 2025 Earnings Call TranscriptLearn more here. Operator Greetings, and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. At this time, all participants are in a listen-only mode. A question-and ...
Microsoft (NASDAQ: MSFT) has quickly emerged as a leading player in the generative AI race through internal investments in ...
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
DeepSeek, DeepSeek, DeepSeek: CEOs keep getting asked about the Chinese AI startup on earnings calls
If there was a bingo card for earnings calls this quarter, DeepSeek would deserve its own square. Here's what CEOs said about the Chinese AI company.
Arista Networks is a 'Strong Buy' with robust growth in AI and security markets, 25% revenue growth, and SaaS expansion.
Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...
Microsoft reported fiscal second-quarter Intelligent Cloud revenue that missed analysts’ expectations, dragging shares lower after the bell Wednesday.
“We expect to continue investing against strong demand signals,” Microsoft CFO Amy Hood said of its capital expenditures plan on the company’s earnings call. “However, the growth rate will ...
Generative artificial intelligence (AI) is transforming industries, consumer behavior, and the competitive landscape for the world’s largest companies. From digital assistants to the race to build the ...
Greetings and welcome to the Microsoft Fiscal Year 2025 Second Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow ...
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