Microsoft FQ2 2023 Quick Take: A Tale Of Two Halves

Jan. 24, 2023 7:06 PM ETMicrosoft Corporation (MSFT)AMZN, GOOG, GOOGL28 Comments

Summary

  • Microsoft Corporation's fiscal Q2 2023 results showed a slight earnings beat, despite revenue falling short of expectations, with consumer-exposed segments being the weakest link.
  • Yet, continued resilience in AI and productivity software take-rates remained bright spots, bolstering investors' confidence in Microsoft Corporation stock's longer-term prospects.
  • The following analysis will provide an overview of Microsoft's F2Q23 results, and discuss the implications of both external and internal factors impacting its near-term performance outlook.
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The fiscal second quarter just ended continued to exhibit resilient results at Microsoft Corporation (NASDAQ:MSFT) despite persistent macroeconomic challenges, including major FX headwinds. This comes as no surprise, and was largely expected and consistent with previous

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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