On April 8, news emerged that as the new round of earnings season approaches in the U.S. stock market, according to media reports, Dan Ives, an analyst at Wedbush Securities, stated in a report that Microsoft is about to enter its "iPhone moment."
Dan Ives mentioned that after countless on-the-ground inspections worldwide over the past month, he is very confident that the monetization of the artificial intelligence revolution is entering the next growth phase, with the baton shifting from semiconductors to software.
Due to its collaboration with OpenAI, Microsoft is regarded as one of the biggest beneficiaries of artificial intelligence, just like Nvidia.
From increased spending on cloud computing to generative artificial intelligence components and Copilot, all of these have earned Microsoft "extra points" in the eyes of investors, pushing its market value to over $3.1 trillion today.
The analysts stated, "We strongly believe this is Microsoft's 'iPhone moment,' as artificial intelligence is poised to change Microsoft's cloud computing growth trajectory in the coming years. Our recent survey further enhances confidence in the dynamics of first-quarter performance."
Currently, the market generally expects Microsoft's first-quarter revenue to reach $60.84 billion, with earnings per share of $2.84.
