Microsoft and Qualcomm Earnings: Revenue Beats, Cloud Growth, and Chip Performance

Microsoft Earnings Analysis

• 📈 Microsoft's shares saw a significant increase of six and a half percent following their latest earnings report.
• 💰 Earnings per share (EPS) exceeded expectations, coming in at $3.46 compared to the $3.22 anticipated by Wall Street.
• 💸 Revenue also beat estimates by approximately $2 billion, reaching $70.07 billion against a street expectation of $68.4 billion.
• ☁️ A key highlight was Azure cloud growth, which surged 33% year-over-year, surpassing the street's expectation of 30.3% growth.

Qualcomm Financials and Guidance

• 📊 Qualcomm's fiscal Q2 2025 results also beat both top and bottom line estimates.
• 💲 Revenue was reported at $10.84 billion, exceeding the consensus of $10.66 billion, and Non-GAAP EPS was $2.85 versus an expected $2.82.
• 🎯 The company's revenue guidance for the next quarter was in line with street expectations at the midpoint of $10.3 billion.
• 🚀 EPS guidance was a beat, with a midpoint of $2.70 against a consensus of $2.67.

Business Segment Performance

• 📱 The chips business showed strong performance across the board, with handset revenue slightly better than expected.
• 🚗 Automotive and IoT segments for Qualcomm demonstrated particularly strong performance.
• 📉 However, the licensing business (QTL) fell slightly short of expectations for Q2, reporting $1.32 billion versus $1.36 billion expected, and its guidance was also below the street at $1.25 billion.