#CanMicrosoftDeliverOnAI
I separate this into two questions:
Will Microsoft meet expectations for AI growth?
The outlook looks promising: Azure is already showing strong growth.
Will this growth meet investors’ expectations for the stock?
That’s less clear. Even good results could disappoint the market if investors were expecting even stronger performance.
The key isn’t simply how much Microsoft earns from AI, but how quickly that revenue grows relative to expenses.
And one more important point: I wouldn’t draw any final conclusions before the earnings report and management’s forecast for the next quarter are released.
I separate this into two questions:
Will Microsoft meet expectations for AI growth?
The outlook looks promising: Azure is already showing strong growth.
Will this growth meet investors’ expectations for the stock?
That’s less clear. Even good results could disappoint the market if investors were expecting even stronger performance.
The key isn’t simply how much Microsoft earns from AI, but how quickly that revenue grows relative to expenses.
And one more important point: I wouldn’t draw any final conclusions before the earnings report and management’s forecast for the next quarter are released.
