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MUNICH, GERMANY - DECEMBER 26, 2018: Microsoft logo at the company office building located in Munich, Germany

Microsoft’s Q2 Earnings Beat Expectations Despite AI Cost Concerns

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Lilly Mwogah Fact check, Reviewer
    Summary:
  • Microsoft beats Q2 earnings estimates with $69.6B revenue, but AI costs and Azure’s growth slowdown raise concerns.

Microsoft (NASDAQ: MSFT) has reported strong Q2 2025 earnings, exceeding Wall Street forecasts even as the company continues its aggressive push into artificial intelligence (AI). Despite growing competition from DeepSeek and concerns over AI-driven expenses, Microsoft’s performance remains solid, with revenue and profit surging year-over-year.

Microsoft Q2 2025 Earnings Overview

  • Total Revenue:$69.6 billion, up 12% YoY
  • Net Income:$24.1 billion, marking a 10% YoY increase
  • Earnings Per Share (EPS):$3.23, exceeding analysts’ estimates
  • Azure Cloud Revenue Growth:31%, though slightly below the previous quarter’s 33%

Microsoft Stock Technical Analysis

Microsoft’s stock is currently trading at $442.33, slightly retreating after its post-earnings reaction. However, key technical levels suggest the stock remains within a bullish structure.

Microsoft’s Key Levels to Watch

  • Resistance: $450.00, the next barrier for bullish continuation
  • Immediate Support: $438.57, holding above this could sustain upward momentum
  • Major Support: $426.76, a break below could signal increased selling pressure
Microsoft share price today Jan 30, 2025

The stock recently tested $455.23, a multi-month high, before pulling back. If Microsoft holds above $438.57, it could attempt another breakout toward $468.20. However, a failure to maintain this level might lead to a retest of $426.76.

What’s Next for Microsoft?

Microsoft’s robust earnings report emphasizes its ongoing leadership in cloud computing and AI; however, the market is still wary of the significant expenses tied to AI growth. Investors will be monitoring forthcoming developments intently, especially Azure’s expansion path and the effect of AI-related investments on prospective profit margins.

Currently, Microsoft continues to be a long-term leader in the technology sector, and any decline in its stock price might offer a buying chance for investors wagering on AI’s future expansion.