microsoft financial estimates

Among the major tech companies to be announced this week, personally I find it most challenging to make financial estimates for this company.

Investors are likely concerned about the increased capital expenditure at Microsoft and the uncertainty of success in the AI application layer. In such a situation of financial estimates, it is important to step back and distinguish between fundamental elements and noise.

Microsoft is already benefiting from visible profits due to the sustainable expansion of market share and the acceleration of Azure. Additionally, they have excellent execution capabilities in rapidly deploying products.

Management has stated that CoPilot will become the fastest-growing product in the company's history, reaching $10 billion. Whether this is true or not remains unknown, but I choose to believe. With the expansion into AI and cloud computing, investor attention will focus on whether Microsoft can maintain its growth trajectory or even exceed it.