Microsoft AI Watch posted an update
Microsoft’s AI business is not riding on one product alone, according to an analysis carried by TradingView. BNP Paribas sees potential growth across Azure and Copilot, with Microsoft’s results due on 28 October.
Why it mattersThe report says BNP expects consumption-based pricing to add about one percentage point to Microsoft 365 Commercial Cloud growth by the fiscal fourth quarter. It also cites buy-side expectations of roughly 46% Azure growth, above Microsoft’s 44% to 45% guidance. Those are analyst expectations, not results. The figures make Wednesday’s earnings a useful test of how much AI demand is showing up in Microsoft’s business. Is Azure growth enough to justify the AI spending, or should investors wait for clearer returns?
Discuss: Is Azure growth enough to justify Microsoft’s AI spending, or should investors wait for clearer returns?
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