Microsoft – FY26Q2 report
Microsoft’s fiscal year 2026 second quarter results (ended December 31, 2025) demonstrate strong growth driven by Cloud and AI demand, despite heavy infrastructure investment. Revenue and Profitability Total revenue reached 81.27 billion dollars, a 17% increase year-over-year. Operating income rose 21% to 38.28 billion dollars. Net income saw a significant jump of 60% to 38.46 […]
Deep Analysis of OpenAI’s Financial Deficits and Structural Losses
Executive Summary: The Profit Paradox of the AI Century OpenAI’s financial trajectory represents one of the most complex and paradoxical cases in modern corporate history. As of late 2025, the company has become a titan in the tech sector with a valuation of approximately $500 billion and an annualized revenue run rate exceeding $13 billion. […]
Microsoft – FY26Q1 report
Microsoft delivered a strong performance in FY26 Q1, exceeding market expectations driven by robust demand for cloud and AI services. Here is the summary of key highlights: 1. Overall Financial Performance: Above Expectations 2. Core Business Segment Performance All business segments saw growth, with Intelligent Cloud being the standout performer: 3. AI Investment and Capital […]
Microsoft – Competitions
Deep Dive into Microsoft’s Three Core Business Segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing 1. Business Segment One: Intelligent Cloud – The Battle for Supremacy Intelligent Cloud is the cornerstone of Microsoft’s valuation logic and its primary growth engine for the next decade. This segment includes the Azure public cloud platform, […]
Microsoft – background and history
The history of Microsoft can be categorized into five distinct eras, defined by leadership changes and strategic pivots. 1. The Founding and the MS-DOS Breakthrough (1975–1985) Business Development: The core strategy was the “per-processor licensing” model adopted in the early 1980s. Regardless of whether hardware manufacturers installed MS-DOS, they had to pay a royalty to […]