2026 Q2 -tulosraportti
90 päivää sitten
‧57 min
0,91 USD/osake
Irtoamispäivä 21.5.
0,82%Tuotto/v
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Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.4. | 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 5.12.2025 | ||
2026 Q1 -tulosraportti 29.10.2025 | ||
2025 Q4 -tulosraportti 30.7.2025 | ||
2025 Q3 -tulosraportti 30.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
2 t sitten2 t sittenAzure results are interesting, but if you look forward 3,5,10 years ahead I would not be worried about Microsoft. It is solid business and world will not run without it. Interesting to see within a year how nicely their fee increase will effect to earnings. Eur/usd also favours adding more to portfolio. Especially looking for possible dip at earnings report
·5 t sittenFrom Wall Street Journal: The most interesting thing in that article is actually not just that OpenAI misses its own goals — but how significant the mismatch is between capex commitments and current earnings ⚖️📉 Main points from the article * OpenAI did not reach its internal goal of 1 billion weekly ChatGPT users by the end of last year. * They also missed several internal revenue targets for ChatGPT and several monthly revenue targets in early 2026. * CFO Sarah Friar has internally warned that growth may not be fast enough to cover future compute contracts. * OpenAI has already committed to approximately 600 billion USD in future compute/data center commitments. * Even after a record-breaking capital raise of 122 billion USD, they expect to use up the money within approximately 3 years, if the plan continues. Why the market follows this so closely This is very reminiscent of the problem you often point out with Big Tech capex: If one invests extremely aggressively in compute, enterprise revenue, pricing power, and retention must quickly return. OpenAI is now being pressured from three sides: 1. Google Gemini is taking users 2. Anthropic is winning the enterprise/coding market 3. Subscriber churn is higher than desired
·15 t sittenAnything specific one should look at in the report?
·14 t sitten · MuokattuI would look at growth in Azure and how much of the growth is attributed to OpenAI, capex figures and future earnings estimates. Financially, the company is rock-solid even with enormous capex - low debt and self-financed capex, enormous FCF, high margins, diversified revenues, relatively strong growth considering the company's size. They have pricing power and there is a high switching cost for customers using Microsoft's products - in other words, too expensive (time-wise, price-wise and logistically) for customers to switch to a competitor. In addition, a lot of exciting things are happening around Copilot and Maia chips. Even though mr Market is punishing the stock hard, MSFT is a fantastic company and a long-term winner.
·3 t sittenDoesn't one typically expect MSFT to dip after earnings, regardless of how good the numbers are?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
90 päivää sitten
‧57 min
0,91 USD/osake
Irtoamispäivä 21.5.
0,82%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 2 t sitten2 t sittenAzure results are interesting, but if you look forward 3,5,10 years ahead I would not be worried about Microsoft. It is solid business and world will not run without it. Interesting to see within a year how nicely their fee increase will effect to earnings. Eur/usd also favours adding more to portfolio. Especially looking for possible dip at earnings report
- ·5 t sittenFrom Wall Street Journal: The most interesting thing in that article is actually not just that OpenAI misses its own goals — but how significant the mismatch is between capex commitments and current earnings ⚖️📉 Main points from the article * OpenAI did not reach its internal goal of 1 billion weekly ChatGPT users by the end of last year. * They also missed several internal revenue targets for ChatGPT and several monthly revenue targets in early 2026. * CFO Sarah Friar has internally warned that growth may not be fast enough to cover future compute contracts. * OpenAI has already committed to approximately 600 billion USD in future compute/data center commitments. * Even after a record-breaking capital raise of 122 billion USD, they expect to use up the money within approximately 3 years, if the plan continues. Why the market follows this so closely This is very reminiscent of the problem you often point out with Big Tech capex: If one invests extremely aggressively in compute, enterprise revenue, pricing power, and retention must quickly return. OpenAI is now being pressured from three sides: 1. Google Gemini is taking users 2. Anthropic is winning the enterprise/coding market 3. Subscriber churn is higher than desired
- ·15 t sittenAnything specific one should look at in the report?·14 t sitten · MuokattuI would look at growth in Azure and how much of the growth is attributed to OpenAI, capex figures and future earnings estimates. Financially, the company is rock-solid even with enormous capex - low debt and self-financed capex, enormous FCF, high margins, diversified revenues, relatively strong growth considering the company's size. They have pricing power and there is a high switching cost for customers using Microsoft's products - in other words, too expensive (time-wise, price-wise and logistically) for customers to switch to a competitor. In addition, a lot of exciting things are happening around Copilot and Maia chips. Even though mr Market is punishing the stock hard, MSFT is a fantastic company and a long-term winner.·3 t sittenDoesn't one typically expect MSFT to dip after earnings, regardless of how good the numbers are?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.4. | 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 5.12.2025 | ||
2026 Q1 -tulosraportti 29.10.2025 | ||
2025 Q4 -tulosraportti 30.7.2025 | ||
2025 Q3 -tulosraportti 30.4.2025 |
2026 Q2 -tulosraportti
90 päivää sitten
‧57 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.4. | 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 5.12.2025 | ||
2026 Q1 -tulosraportti 29.10.2025 | ||
2025 Q4 -tulosraportti 30.7.2025 | ||
2025 Q3 -tulosraportti 30.4.2025 |
0,91 USD/osake
Irtoamispäivä 21.5.
0,82%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 2 t sitten2 t sittenAzure results are interesting, but if you look forward 3,5,10 years ahead I would not be worried about Microsoft. It is solid business and world will not run without it. Interesting to see within a year how nicely their fee increase will effect to earnings. Eur/usd also favours adding more to portfolio. Especially looking for possible dip at earnings report
- ·5 t sittenFrom Wall Street Journal: The most interesting thing in that article is actually not just that OpenAI misses its own goals — but how significant the mismatch is between capex commitments and current earnings ⚖️📉 Main points from the article * OpenAI did not reach its internal goal of 1 billion weekly ChatGPT users by the end of last year. * They also missed several internal revenue targets for ChatGPT and several monthly revenue targets in early 2026. * CFO Sarah Friar has internally warned that growth may not be fast enough to cover future compute contracts. * OpenAI has already committed to approximately 600 billion USD in future compute/data center commitments. * Even after a record-breaking capital raise of 122 billion USD, they expect to use up the money within approximately 3 years, if the plan continues. Why the market follows this so closely This is very reminiscent of the problem you often point out with Big Tech capex: If one invests extremely aggressively in compute, enterprise revenue, pricing power, and retention must quickly return. OpenAI is now being pressured from three sides: 1. Google Gemini is taking users 2. Anthropic is winning the enterprise/coding market 3. Subscriber churn is higher than desired
- ·15 t sittenAnything specific one should look at in the report?·14 t sitten · MuokattuI would look at growth in Azure and how much of the growth is attributed to OpenAI, capex figures and future earnings estimates. Financially, the company is rock-solid even with enormous capex - low debt and self-financed capex, enormous FCF, high margins, diversified revenues, relatively strong growth considering the company's size. They have pricing power and there is a high switching cost for customers using Microsoft's products - in other words, too expensive (time-wise, price-wise and logistically) for customers to switch to a competitor. In addition, a lot of exciting things are happening around Copilot and Maia chips. Even though mr Market is punishing the stock hard, MSFT is a fantastic company and a long-term winner.·3 t sittenDoesn't one typically expect MSFT to dip after earnings, regardless of how good the numbers are?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt