Microsoft - long-Chance

auf der Horizentalen. Mal paar geaddet, RSI komplett ausgebombt. 340-320er bereich wäre dann die nächsten Ziele. Aber  

Während viele Technologieaktien am Freitag horrende zweistellige Verluste hinnehmen mussten, zeigte die Microsoft-Aktie mit ihrem Rückgang von -3,5% am Freitag bemerkenswerte Stabilität. Warum sich der US-Tech-Riese, der am Wochenende spannende KI-News bekannt gegeben hat, im aktuellen Börsenchaos interessant bleibt.
https://www.finanznachrichten.de/...zeit-fuer-grossen-ki-push-486.htm  

Die Microsoft-Aktie hat in den letzten Wochen deutlich an Wert eingebüßt. Zu Wochenbeginn erreichte der Kurs mit 344,79 US$ den tiefsten Stand seit Anfang November 2023. Und dennoch stieg das Unternehmen zwischenzeitlich zum wertvollsten Börsenkonzern der Welt auf. Wie passt das zusammen? Und wie sollten sich Anleger nun am besten verhalten? https://www.finanznachrichten.de/...boersen-krone-geht-weiter-486.htm  

Taiwan Semiconductor Manufacturing (TSMC) meldet für das erste Quartal 2025 einen Gewinnsprung von 60 Prozent. Die starke Nachfrage nach KI-Chips und Vorzieheffekte vor US-Zöllen treiben Umsatz und Marge auf ein neues Hoch.

Lesen Sie den ganzen Artikel: TSMC übertrifft Erwartungen mit 60 % Gewinnsprung - Chipbranche atmet auf  

https://www.microsoft.com/en-us/Investor/earnings/...-release-webcast

Press Release & Webcast
Earnings Release FY25 Q3
Microsoft Cloud and AI Strength Drives Third Quarter Results

REDMOND, Wash. — April 30, 2025 — Microsoft Corp. today announced the following results for the quarter ended March 31, 2025, as compared to the corresponding period of last fiscal year:

·        Revenue was $70.1 billion and increased 13% (up 15% in constant currency)

·        Operating income was $32.0 billion and increased 16% (up 19% in constant currency)

·        Net income was $25.8 billion and increased 18% (up 19% in constant currency)

·        Diluted earnings per share was $3.46 and increased 18% (up 19% in constant currency)

“Cloud and AI are the essential inputs for every business to expand output, reduce costs, and accelerate growth," said Satya Nadella, chairman and chief executive officer of Microsoft. “From AI infra and platforms to apps, we are innovating across the stack to deliver for our customers.”

“We delivered a strong quarter with Microsoft Cloud revenue of $42.4 billion, up 20% (up 22% in constant currency) year-over-year driven by continued demand for our differentiated offerings,” said Amy Hood, executive vice president and chief financial officer of Microsoft.

Business Highlights

Revenue in Productivity and Business Processes was $29.9 billion and increased 10% (up 13% in constant currency), with the following business highlights:

·        Microsoft 365 Commercial products and cloud services revenue increased 11% (up 14% in constant currency) driven by Microsoft 365 Commercial cloud revenue growth of 12% (up 15% in constant currency)

·        Microsoft 365 Consumer products and cloud services revenue increased 10% (up 12% in constant currency) driven by Microsoft 365 Consumer cloud revenue growth of 10% (up 12% in constant currency)

·        LinkedIn revenue increased 7% (up 8% in constant currency)

·        Dynamics products and cloud services revenue increased 11% (up 13% in constant currency) driven by Dynamics 365 revenue growth of 16% (up 18% in constant currency)

Revenue in Intelligent Cloud was $26.8 billion and increased 21% (up 22% in constant currency), with the following business highlights:

·        Server products and cloud services revenue increased 22% (up 24% in constant currency) driven by Azure and other cloud services revenue growth of 33% (up 35% in constant currency)

Revenue in More Personal Computing was $13.4 billion and increased 6% (up 7% in constant currency), with the following business highlights:

·        Windows OEM and Devices revenue increased 3%

·        Xbox content and services revenue increased 8% (up 9% in constant currency)

·        Search and news advertising revenue excluding traffic acquisition costs increased 21% (up 23% in constant currency)

Microsoft returned $9.7 billion to shareholders in the form of dividends and share repurchases in the third quarter of fiscal year 2025.

Business Outlook

Microsoft will provide forward-looking guidance in connection with this quarterly earnings announcement on its earnings conference call and webcast.

Quarterly Highlights, Product Releases, and Enhancements

Every quarter Microsoft delivers hundreds of products, either as new releases, services, or enhancements to current products and services. These releases are a result of significant research and development investments, made over multiple years, designed to help customers be more productive and secure and to deliver differentiated value across the cloud and the edge.