.jpg)
As the first quarter profit season approaches, investors prepared for disappointing results from many industry leaders.
With President Donald Trump’s tariff, commercial relations with China and the creation of intense certainty of technology companies were found, many people found themselves with urgent questions and a few answers. Specifically, they did not wonder about the most influential companies in the trade war, but also the fields of technology that will feel greater pain.
💵💰Do not miss this step: Subscribe to the free daily newsletter of Thestreeet 💰💵
With the start of reports in accumulation, it is clear that some large technology companies have been much better than others. While tariff fears still spoil expectations for names such as Apple and Amazon ((amzn)) Microsoft ((Msft)) I enjoyed a noticeable growth, especially from a major field, spreading record revenues.
This puts a positive tone for the technology leader as it continues to move in a difficult economy, but it also reveals that the company may have a strong advantage over its competitors.
Photo and colon source; Bin Kariman & Sol; Gety pictures
I have microsoft vs. Google Vs. Amazon clear winner of Q1
For many investors, Microsoft is likely to be the most prominent in the Q1 2025 profit season so far. Many members of The Magnificent 7, the group responsible for the growth of most of the sector, and Microsoft gave contributors to many reasons for optimism as it entered a new quarter.
Related: Microsoft introduces a terrifying new tool of artificial intelligence, Angers users
The company came in the above estimates of the above about both revenues and profits for one share, due primarily to the adoption of continuous artificial intelligence (AI) that continues to increase the growth of technology companies. As thestret’s Rob Lenihan Eliminate“For Microsoft, Blue is the new green.”
This refers to the Azure, the Microsoft cloud computing platform designed for companies and developers, which are called clear blue for an uncontificinal sky. The unit recorded 33 % growth on an annual basis (YOY) in the first quarter and published record revenues, showing that the demand for its programs and services is still very high.
The Azure growth was not limited to the growth of the second quarter in a row, but surpassed its largest competitors. Amazon Web Services (AWS) and Google Cloud failed from Alphabet in keeping up with the cloud Microsoft Microsoft platform, as it reported YOY growth of 17 % and 28 %, respectively.
This prominent growth of Azure has prompted analysts to assess the reason for its superiority over its competitors. Jefferies Brent Thill predicts that it may not have been completely driven by AI’s progress from Microsoft.
“The superior performance was driven by a non -AA, which witnessed an accelerated growth in cloud deportation from institution agents and improving implementation in other than AA [go-to-market]He says: “On the basic cloud demand, MSFT pointed out the acceleration of the demand for the deportation of the cloud, the growth of strong data (for example, Snow on Azure), and the consumption of a healthy basic account of the original cloud players as major engines. “
Microsoft news:
- Microsoft issue a controversial advertisement
- Microsoft Ai Surge requires the investment company to review stock classification
- Amazing Microsoft’s profits send stock height
Thill, who recently raised the price of Microsoft from $ 500 to $ 525, admits that Microsoft’s total results were “much better than anyone believed.” The analyst maintains a classification that surpasses MSFT as well.
Multiple factors contributed to the success of Microsoft Azure
However, AZURE seems to have the benefit of increasing the activity of the migration of large institutions.
This refers to the process of transferring the customer data from its facilities to the cloud, a specialized market for the technology sector that is expected to expand with a 13 % annual CAGR growth rate during the next decade.
Related: Microsoft shares the new terrifying use of Amnesty International
“The interpretation of deportation has become a consensus … and in our opinion, Azure is already a non -proportional beneficiary of the big SaP, Oracle, VMWARE and other work burdens,” says Azure, says UBS Karl Keirstead.
While Microsoft Q1 profits reveal significant progress for its competitors in cloud computing, it should be noted that this three -way competition is present for years. According to mail On the Microsoft Blog, “The original name Windows azure was a deliberate response to Amazon Ec2 and Google App Engine.”
While the programs that drive companies have changed, after years, all the three companies are still fighting in the market, which continue to grow. However, the direction of AZURE growth indicates that it is well continuing to lead the package.
Related: The Veteran Fund Director reveals the prediction of the S&P 500
