Bloomberg Daybreak: US Edition Bonus Episode: Tesla, Meta and Microsoft Earnings
Jan 29, 2025
Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, shares his expertise on tech earnings, while Caroline Hyde, co-host of Bloomberg Technology, discusses market trends. James Cakmak from Clockwise Capital brings insights on tech investments. They delve into Tesla and Microsoft’s latest earnings, their impacts on stock trends, and the evolving landscape of AI. The conversation also tackles Microsoft’s cloud growth challenges and Meta's responses to TikTok's influence, painting a vivid picture of the competitive tech scene.
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Episode notes
Microsoft's Copilot Adoption Lags
- Microsoft's Intelligent Cloud revenue missed estimates, likely due to lower adoption of 365 Copilot.
- The return on investment for Copilot isn't clear yet, despite its potential.
Copilot Pricing Concerns
- Microsoft's Copilot, priced at $30 extra per user, needs to demonstrate clear productivity benefits.
- High pricing requires a substantial improvement in efficiency.
Salesforce's AI Strategy
- Salesforce isn't building its own Large Language Model (LLM), but leverages existing ones.
- They focus on AI agents, capitalizing on open-source LLMs and decreasing pricing.