Careers - Jobs - GP Bullhound message, please email message, please email On the forward guidance numbers given we think Microsoft will add about double the dollar value in the next quarter ($600m vs ~$300m for Amazon). Stay Connected.Get the latest News & Insights. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Click the link in the email we sent to to verify your email address and activate your job alert. Amazon better retail performance; advertising a positive surprise, but signs of share losses in cloud. GP Bullhound. Si continas recibiendo este mensaje, infrmanos del problema Outside of tech earnings, the main take is that the consumer still seems to be holding up well, particularly in the US, so still question marks around the shape and timing of any recession remain. Subscribe to our Tech Thoughts Newsletter. Texas Instruments (not owned) beat the quarter though the guide was disappointing it implies revenue decelerates further into the year (-11% yr/yr Q1 to -17% yr/yr in Q2). We are sorry for the inconvenience. Subscribe to our Tech Thoughts Newsletter, Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. para informarnos de que tienes problemas. an. Caso continue recebendo esta mensagem, naar Microsoft is really the first company of scale to genuinely have AI products which are being bought by users, not only benefiting from increased ARPUs but also by attracting new users (forever the challenge for Microsofts incumbent position). Si continas recibiendo este mensaje, infrmanos del problema For more information, please visitwww.gpbullhound.com. Recruited from all corners of the world, our teams harness a broad range of cultural and professional perspectives to identify and amplify brilliance wherever it lives. ein Mensch und keine Maschine sind. Si continas viendo este mensaje, When we look at the relative performance of the cloud names, we think its not just the law of large numbers which is slowing Amazons growth as the largest player: we think Microsoft is starting to take meaningful share (likely helped by its OpenAI partnership).
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