Microsoft (MSFT) Expected to Report Strong Earnings on Wednesday
Microsoft (MSFT) is set to release its fiscal Q2 2025 earnings results after market close on Wednesday. Analysts' consensus forecasts, compiled by FactSet (FDS), anticipate revenue of $68.9 billion and net income of $23.3 billion. Earnings per share are projected at $3.11.
Key Developments
In October, Microsoft announced the launch of Copilot Studio, allowing customers to create autonomous agents that understand their work and can act on their behalf. Additionally, the company introduced 10 new autonomous agents for Dynamics 365, designed for various industries.
Microsoft has joined a $500 billion AI infrastructure project, Stargate, led by President Trump. The project aims to enhance the capabilities of autonomous agents. Microsoft is a "key technology partner" in the initiative, providing cloud computing resources and additional support to OpenAI.
Exclusive Compute Agreement Revised
Microsoft has revised its exclusivity agreement with OpenAI, granting the startup additional capacity for research and training of models. Microsoft remains OpenAI's largest investor and has the right of first refusal for capacity utilization.