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Microsoft Corporation (MSFT) Q2 2025 (USD): EPS 5.16 (exp. 3.92), Revenue 81.3bln (exp. 80.28bln)

Importance
Level 1
  • Says net gains from OpenAI investments totaled USD 7.6bln, which resulted in an increase in diluted earnings per share of USD 1.02/shr
  • Operating income 38.3bln (exp. 32.9bln)

SEGMENTS:

  • Q2 Azure and other Cloud services revenue increased 39% (exp. 38.8%)
  • Productivity and Business +16% at USD 34.1bln (exp. 33.5bln)
  • More Personal Computing: USD 14.3bln (exp. 14.33bln)
  • Cloud revenue +26% to USD 51.5bln
  • Intelligent cloud revenue USD 32.9bln
  • Commercial RPO +110% to USD 625bln
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