#microsoft365

qwant news | Bill Ackman's Pershing Square discloses Microsoft stake, touts 'deeply embedded' software AI generated summary, Read the full article for complete information. Billionaire investor Bill Ackman announced that his firm Pershing Square Capital has taken a stake in Microsoft, calling the tech giant a “core holding” because it runs two of the most valuable enterprise franchises—its Microsoft 365 productivity suite (including Word and Excel) and its Azure cloud‑computing business. Ackman argued that investors underestimate the resilience and deeply embedded role of M365 across enterprises and see Microsoft’s recent restructuring of its OpenAI revenue‑sharing deal as a strategic shift toward a more open, multi‑model AI architecture that should drive future revenue, despite the company’s recent 12% stock decline and concerns about Azure growth and high AI‑related spending. His post helped lift Microsoft shares nearly 2% in early trading. Read more: https://nypost.com/2026/05/15/business/bill-ackmans-pershing-square-discloses-microsoft-stake-touts-deeply-embedded-software/ #BillAckman #PershingSquare #Microsoft #Microsoft365 #Azure

US Top News and Analysis | Microsoft's earnings report lands after stock's worst quarterly performance since 2008 AI generated summary, Read the full article for complete information. Microsoft reported third‑quarter 2026 results that beat expectations, posting $82.9 billion in revenue (up 18% YoY) and an adjusted earnings per share of $4.27 versus the $4.06 consensus. Azure cloud revenue surged about 40% in constant‑currency terms, while the Intelligent Cloud segment generated $34.68 billion and the Productivity and Business Processes segment $35.01 billion, both exceeding estimates. The company now has over 20 million paid seats for the Microsoft 365 Copilot AI add‑on, and AI‑related revenue reached $37 billion, a 123% increase. Despite the strong top‑line, Microsoft’s operating‑margin guidance for the fiscal fourth quarter fell short of StreetAccount forecasts, and its 2026 capital‑expenditure outlook jumped to $190 billion (up 61% from 2025) driven by soaring memory prices. The firm also announced the end of its exclusive revenue‑share arrangement with OpenAI, while senior leaders in Office and gaming signaled upcoming retirements. As a result, Microsoft’s shares were down about 12% YTD, marking its worst quarterly performance since 2008. Read more: https://www.cnbc.com/2026/04/29/microsoft-msft-q3-earnings-report-2026.html #Microsoft #Azure #Microsoft365 #RajeshJha #PhilSpencer #VisibleAlpha #WallStreet #IntelligentCloud #