$ 2亿俱乐部：微软may soon join Apple and Saudi Aramco among companies valued at more than $2 trillion. The Redmond, Wash. tech giant reports earnings for the March quarter Tuesday afternoon. Its market capitalization is currently $1.97 trillion; shares have risen 20% this year.
What to expect:Analysts estimate quarterly revenue of $41 billion, up from $35 billion a year ago, and earnings per share of $1.78, up from $1.40. Dan Ives, an analyst with Wedbush Securities, expects Microsoft to beat those numbers as more enterprise workloads move to the cloud, thanks in part to the pandemic-driven acceleration of Azure adoption.
“We believe Azure’s cloud momentum is still in its early days of playing out within the company’s massive installed base and the Office 365 transition for both consumer/enterprise is providing growth tailwinds over the next few years.” Ives wrote in a report.
Another busy quarter:微软landeda $21.8 billion deal with the U.S. Army to make HoloLens-type mixed reality headsets for soldiers;announced计划重新打开其总部校园;addedvarious features to its Teams collaboration software;completedits $7.5 billion acquisition of ZeniMax Media; and reportedly pursued acquisitions of Pinterest and Discord. Earlier this month the companyannounced其197亿美元收购了细胞通信。
更深入：Earlier this year we hosted Microsoft watcherMary Jo Foley,who writes theAll About Microsoft blog for ZDNet, on aGeekWire Podcast episode讨论微软及其未来的状态。Foley指向安全性和人工智能作为公司的两个关键部门。她还认为队是另一个大机遇领域。聆听完整的剧集这里.