I guess the AI boom is undeniable. Microsoft grew revenue by 18% year over year and beat on revenue expectations with $76.44B earned versus $73B expected.
Office and LinkedIn made $33B while Windows, search ads and video games made $13B. Really nuts to see how small Windows is to MSFT's business.
For the first time, Microsoft disclosed a dollar figure for its Azure cloud business.
hmmm upping the price of office and bundling copilot doesn't seem like a clear sign copilot is successful. did it net new office subscriptions? did they lose fewer price sensitive subs than expected? are people using it?
i'd REALLY like to know how much azure hosted inference they're selling
Keep on guessing.
Why arent they boasting about the AI revenue specifically then? Its always hidden in other reports or obfuscated
How much are they spending to get that revenue?
Isn't a big chunk of Azure revenue just MS's money invested in OpenAI in the form of cloud services credits?
All these companies are trying to convince investors they are going to 'win the AI race'. If they had any evidence of actual profits they would be blasting it out with a megaphone, not hiding the figures.
You have to be very gullible to believe otherwise.
How much money did they make on their AI business?
Cmon
SURELY not yet another dotcom bubble
If it's year over year with no real use value other than their fantasy used value is this not what is a bubble? How are these firms making money? It seems that it's not from customers.
There’s a bridge boom at the moment pal, and by golly have I got some lovely ones to sell you.
I really dislike Microsoft products but it's hard to deny that they're an exceptional value for the money.
The customer service is virtually non-existent. Had a simple PowerBI config question a few months ago that they simply could not answer for me. It was unreal.
How did this LinkedIn post get onto Bluesky?
I’m going to continue to safely deny the AI boom, thanks.
I guess the AI boom is undeniable, had a huge bowel movement today and Gemini listened in without my consent. That how this works?
What ARR did they specifically make from AI? Go on, find out, I’ll wait.
(The answer is none, as far they are reporting)
Lolno
AI is all costs no revenue
If they were making real money due to AI, they would absolutely be crowing about those numbers, which would be broken out separately, not buried in with other product lines. C'mon Dare.
How much did their AI make?
Bubble gonna burst
selling shovel infrastructure in a gold rush is profitable wow, sure hope it continues forever!
if the ai boom were undeniable wouldn't microsoft actually mention how much of their revenue came from their ai business?
How do you know AI is helping and not hurting that?
People keep yelling at me that Revenue does not equal Profits, so I dont know about that chief.
Is it? Cause @edzitron.com makes pretty compelling arguments based on financial statements, growing public distrust, etc. that this is all gonna come crashing down sooner or later.
Never mind both public and private (Seattle tech grapevine) studies showing AI decreases dev productivity around 20%
Didn't they manufacture that revenue by investing in OpenAI who then spent it at Microsoft on Azure? It's easy to juice revenue when you do that.
All these breakdowns conveniently omit which share of this revenue is attributable to gen ai. Why then is your takeaway that this is an "AI boom"?
I guess OP left to go post on linkedin about how crazy everyone on bluesky is 😂 bye
Revenue != profit
Dare, your summary makes no mention of AI, and Copilot is widely despised. It is incompetent on basically all fronts. 😬
how does this rule out a bubble
The $3 bill is from firing people.
I like how deniable this AI "boom" is tbh. It's funny.
Nothing like adding fuel to the fire before AI burns itself out. It's a neverending hype cycle perpetuated by people buying into believing that real intelligence is "just around the corner" ad infinitum until the whole thing crashes down
lol no
didn't they jusy layoff 9000 ppl?
That's not profit, that's revenue.
Windows feels like mostly a mechanism to keep people (and companies) using the rest of their product catalog at this point.
Crazy the MS Games division had to layoff so many employees when they’re reporting making sooooo much money.
