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“Unpacking Microsoft’s 2Q Earnings: Non-AI Services Impact Azure, But AI Bookings Surpass Expectations”
Microsoft’s Stock Drop and Implications for Investors What Happened? Microsoft’s stock took a hit recently, dropping 6% after the company announced its 2Q FY2025 earnings. Despite beating total revenue and GAAP EPS estimates, the market reacted negatively to news of softness in Azure revenue growth. Analysts are predicting a deceleration in Azure revenue growth for…