Microsoft (NASDAQ:MSFT) posted mixed FY25 Q2 results—beating expectations for the quarter, but with softer-than-expected guidance and signs of weakness in Intelligent Cloud. They emphasized strong AI-related cloud growth, but softness in other areas dragged performance. While encouraging, much of the AI-driven revenue ties back to OpenAI, where Microsoft holds a sizeable investment.
The call quality was surprisingly poor, ironic given Microsoft’s core business. Management overdid the name-dropping, rattling off big-name customers—perhaps an attempt to distract from the softer guidance. For more details, key highlights, and commentary, check out the high-level earnings summary.
