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Microsoft (MSFT) provides guidance:

Microsoft's guidance for Q3 reflects a strong outlook for cloud services and productivity segments, suggesting robust demand in these areas despite a miss on the More Personal Computing revenue.

Newsquawk StaffPublished On the live feed at , 20 minutes before this page
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Microsoft (MSFT) provides guidance:

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  • Sees Q3 rev. USD 80.65bln-81.75bln (exp. 80.5bln).
  • Sees Q3 Azure and other cloud services revenue growth between 37% to 38% in constant currency.
  • Sees Q3 Productivity and Business Processes revenue of USD 34.25bln-34.55bln (exp. 33.78bln).
  • Sees Q3 More Personal Computing revenue is at USD 12.3bln-12.8bln (exp. 13.6bln).
  • Sees Q3 operating margins to be down slightly Y/Y.
  • Sees Q3 operating expenses of between USD 17.8bln-17.9bln.
  • Executive said Windows OEM revenue should decline about 10% due to potential impacts on PC market from increased memory chip pricing.
Context

Notably, the decline in OEM revenue linked to rising memory chip costs could indicate potential headwinds for the PC market. Overall, this guidance likely supports a positive sentiment in software stocks while creating tailwinds for cloud service valuations.

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