The Best Company in Big Tech?

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 1 May 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud. - Meta’s advertising present and AI future. - Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. (17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future. Companies discussed: MSFT, META, AAPL, AMZN, WBD Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The cloud spend ain't slowing down.
0:06.7	Mottletful money starts now.
0:08.4	I'm Dylan Lewis, and I'm joined over the airwaves by Muttlypool analyst Nick Cyple.
0:24.4	Nick, thanks for joining me today.
0:25.9	Great to be back here with you, Dylan.
0:27.8	We have been living largely in a market dominated by macro vibes,
0:32.3	and Microsoft and Meta reminding Wall Street that earnings power exists with their reports this week.
0:38.9	That's right. We're seeing why big tech are the big dogs on the stock market and seemingly
0:43.2	immune to all the macroeconomic and kind of consumer demand concerns that we've been hearing
0:48.5	about in the headlines all year long, and you see that in the performance of the shares this
0:52.8	morning and pulling the rest of the stock market along with them.
0:55.5	Yeah, Microsoft posting up some pretty strong results, revenue up about 13%, net income up even
1:02.4	more than that, and the market cheering that shares up almost 10% after the report.
1:07.1	What did you see in the results?
1:09.1	Yeah, so, I mean, analysts really drilling in on cloud results and really strong output for Microsoft in that respect.
1:15.6	Cloud revenue up 20%.
1:17.6	If you drill within that, Azure revenue up 33%.
1:20.6	16 points of that growth associated with AI, but management called out.
1:24.6	They're really stronger than expected performance from Azure.
1:27.6	Came from non-AI services, things like accelerated cloud migrations, which are still going
1:32.0	on.
1:32.2	I know AI is catching everything, but the cloud is still a thing.
	...

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