Bloomberg Technology
Microsoft and Meta Allay Investors’ Tariff Fears; A Court Deals Apple an Epic Blow
May 1, 2025
Mark Mahaney, Senior Managing Director at Evercore ISI and an expert in internet and media equity research, dives into the impressive earnings of Microsoft and Meta, emphasizing their resilience in tough economic times. He discusses Microsoft's substantial growth in cloud services driven by AI and what this means for the tech landscape. The conversation also touches on Apple's upcoming results, investor expectations, and the ongoing legal challenges facing major tech companies. Mahaney highlights the emerging trends in early-stage AI investments, spotlighting the dynamic startup culture.
43:04
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Quick takeaways
- Microsoft's 33% growth in Azure highlights the significance of AI investments in driving cloud migration and cost efficiency.
- Meta's impressive ad sales resilience, supported by generative AI, showcases its adaptive strategy amidst external economic challenges.
Deep dives
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