The three major indices closed higher today, with the NASDAQ rising the most. Microsoft and Google released financial reports after the market. As a result, both ice and fire were mixed. Microsoft surged 4% after the market, while Google plummeted 6% after the market. Next, let's analyze the core business performance of the two.
MSFT
Revenue 56.5B vs. estimated 54.5B, +13% YoY
Productivity and commercial operations: 18.6B vs. estimated 18.3B
PC: 13.67B VS estimated 12.89B
Cloud: 24.3B vs. estimated 23.6B, +19% YoY
Of which Azure: +29% vs. estimated +27%
EPS 2.99 vs. estimated 2.66, 27% YoY
It lives up to expectations. Overall, all of Microsoft's businesses have exceeded expectations. Among them, Azure's growth exceeding expectations has also shocked the market. The Microsoft Family Bucket software ecosystem has also brought strong stickiness to users, driving the growth of all Microsoft businesses. PCs also did not decline as expected by the market; instead of falling, they increased by 3%. Looking forward to the future, Microsoft, as the first software provider to provide AI services, will popularize AI to all users through the CoPilot service, further strengthening the moat and stickiness. The current financial report was extremely well received by the market, and it also surged by about 4%% after the market
GOOG
Revenue 76.69B vs. estimated 75.97B, +11% YoY
Advertisement: 59.65B vs. estimated 54.48B 9.5% YoY
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