Overview

• Microsoft is expected to report its slowest quarterly revenue growth in a year, with projected revenue of $64.51 billion for the quarter.
• Investors express concerns over the high capital expenditures on AI, including a $13 billion investment in OpenAI, amid slow adoption of AI products like Copilot.
• Despite efforts to boost Copilot's uptake, a Gartner survey found that most IT companies have not moved beyond the pilot stage with the tool.
• Microsoft's stock has underperformed the S&P 500, rising only 1% since July, while capital spending surged 71.7% to $19.23 billion in the last quarter.
• CEO Satya Nadella saw a 63% increase in total compensation, despite a salary cut, as the company continues to invest heavily in AI infrastructure.