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Microsoft: Agentic AI Ramp Up Is Barely In The First Inning (Earnings Preview)
微软微软(US:MSFT) Seeking Alpha·2025-07-22 02:50

Microsoft Corporation (NASDAQ: MSFT ) is set to report Q4’25 earnings on July 30, 2025 after market close. Consensus estimates, along with my own, are expecting a revenue beat when compared to the midpoint of guidance of $73.7b. I expect earnings to be driven by AIMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, ...