30/10/2025 09:46

Microsoft Corp (MSFT US) US541.55

Microsoft delivered another strong quarterly result, with revenue and earnings beating forecasts across the board, though the market reaction was muted as expectations for its AI and cloud business remain sky-high. Shares were trading down ~2.6% in after-hours trade, despite an impressive set of numbers.

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23/10/2025 09:58

Microsoft Corp (MSFT US) $US520.25

Microsoft has evolved from a pure software company into a dominant cloud and AI platform player. Its ecosystem now stretches far beyond Windows — spanning Azure, Office, Teams, GitHub, and its partnership with OpenAI — making it one of the most integrated and strategically positioned names in enterprise technology.

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31/07/2025 09:38

Microsoft Corp (MSFT US) $US513.24

A great result released after market by MFST with a quarterly beat and bump up in guidance pushing shares 9% higher in afterhours trade, the company continues to commercialise AI.

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01/05/2025 09:24

Microsoft Corp (MSFT US) $US395.26

After the market closed this morning, MSFT reported better-than-expected sales and profit, suggesting customer demand hasn’t been rattled by tariffs and wider economic uncertainty – shares were trading ~6% higher in extended trading in New York this morning.

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30/01/2025 17:29

Microsoft (MSFT US) $US442.33

2Q results out after market last night and while top line revenue was a beat, the cloud component came in a touch below expectations, and this will be a bit of a concern for the market.

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18/12/2024 09:34

Microsoft Corp (MSFT US) $US454.46

Enterprise software juggernaut Microsoft (MSFT US), has enjoyed solid but not spectacular performance over the past year, up by 22%. There have certainly been bigger winners, with NVIDIA (NVDA US) +165% a clear and well-documented AI standout.

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31/10/2024 17:08

Microsoft (MSFT US) $US432.53

MSFT reported post close overnight with a solid set of results, mildly above market expectations, confirming their push into AI is helping to drive growth.

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18/09/2024 09:27

Microsoft (MSFT US) $US435.15

Microsoft Corp. (MSFT US) rose in premarket trading after boosting its dividend by 10% and unveiling a $60 billion stock-buyback program overnight. However, like much of the market, it surrendered ts early strength ahead of the Fed. This was another example of phenomenal numbers being delivered from a “Super Six” US tech stock:

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12/09/2024 11:44

International Equities Portfolio – Amendments

We are making several changes to the International Equities Portfolio.

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31/07/2024 09:24

Microsoft (MSFT US) $US422.92

Q2 earnings were released after market this morning, and the results were mixed; the shares are trading down ~5% after hours. Revenue for the quarter was an impressive $64.73bn, up 15% year on year and slightly ahead of consensus of $64.39bn, while earnings per share (EPS) at $2.95 was a touch ahead of $2.93 expected – no dramas there.  The issue the market will focus on is a slowdown in their Cloud business, which includes Azure, Windows Server, Nuance, and GitHub. Combined, they generated $28.52bn in revenue, below the $28.68bn expected, implying growth of 29%, which was below the 31% tipped.

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