Microsoft Earnings Preview: CIO Surveys By Morgan Stanley, KPMG Reveal Key Statistical Insights

Nexus Research
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(16min)

Summary

  • KPMG research reveals that enterprises plan to increase their expenditure on Gen AI in 2025, and survey findings from Morgan Stanley reveals how Microsoft will be a key beneficiary.
  • For example, KPMG says “67% of leaders planning to buy a pre-built AI agent solution, and another 27% are planning for a combination of both… internal build plus buy”.
  • Microsoft is in a particularly advantageous position, as it offers “pre-built AI agents”, and also enables companies to build their own agents through “Copilot Studio” and Azure cloud services.

Microsoft Celebrates Its 50th Anniversary With Copilot AI Event

Stephen Brashear/Getty Images News

Microsoft (NASDAQ:MSFT) stock has been sliding for over 10 months now, and is down 21% from its all-time high in July 2024. The downtrend had started way before the recent trade war turmoil, as investors demand more evidence

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Striving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate and compare business strategies to determine a company’s potential for market penetration, revenue growth and profit margin expansion. During market downturns, stocks often become cheap very fast, creating various investment opportunities at once. Amid such circumstances, investors often lack the time to research a company thoroughly before making investment decisions, out of fear that they will miss out on attractive entry points. Therefore, Nexus Research not only uncovers present-day buying opportunities, but also offers extensive insights on solid companies with promising growth potential despite expensive valuations, thereby allowing investors to be ready and make well-informed investment decisions when the stock becomes more reasonably valued.

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