Software
Microsoft FQ2 Earnings Preview: Growth acceleration from AI expected in the 2H 2025
Microsoft will release its Q2 FY2025 (Dec Q) results on Jan 29th. Analysts expect FQ2 revenue to grow 11% YoY to $68.8 billion and EPS to grow 6.3% YoY to $3.12. Revenue is expected to accelerate to 13% growth in FQ3 and 13.6% in FQ4. The December quarter (fiscal Q2) is expected to be a challenging quarter for Microsoft, as it battles weaker momentum in gaming, device sales, 365 Commercial products and a slight hiccup for Azure’s growth. Wells Fargo analyst Michael Turrin expects balanced December quarter results with continued growth in Microsoft Cloud revenue and bookings due to continued consolidation across software, the company’s leading position in AI (especially Azure AI), and a year-end budget flush.
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