Microsoft is set to report Q4 FY25 earnings, with Wall Street expecting strong results driven by AI demand and cloud growth — amid rising capital costs and layoffs tied to its rapid AI transformation.

Researchers at Microsoft have tried to figure out which jobs are most and least likely to be replaced by generative AI — and the results aren't promising, particularly for those enjoying the perks of a cushy desk job.

By Aditya Soni (Reuters) -Microsoft investors head into Wednesday's earnings with one big question: is the company's artificial intelligence edge at risk as partner OpenAI turns to rivals Google, Oracle and CoreWeave for cloud services?

Microsoft researchers found that translators have much overlap with AI chatbots, while dredge operators have among the least.

Judson Althoff, executive vice president and chief commercial officer at Microsoft, has highlighted how customers and partners in Microsoft’s 2025 financial year have used AI to enrich employee experiences,

Artificial intelligence has suddenly made it cheaper and easier for companies to switch to new software providers, IT executives say. Now large AI providers such as Amazon, Microsoft, Salesforce and Palantir are scrambling to win over each other’s customers,

For the quarter, Wall Street is anticipating Microsoft to report adjusted earnings per share (EPS) of $3.37 on revenue of $73.89 billion, according to Bloomberg analyst consensus estimates. The company saw adj. EPS of $2.95 and revenue of $64.72 billion in the same period last year.

Microsoft is reportedly in advanced talks with OpenAI for a new agreement that would give it ongoing access to the startup’s technology even if OpenAI achieves what it defines as AGI, or advanced general intelligence.