Jim Cramer ranks Microsoft earnings near the bottom

9 articles · Updated · CNBC · Apr 30

Microsoft shares fell 5% after results and are down more than 16% this year, despite forecasting 39%-40% Azure growth versus 37% expected.
Cramer said the quarter was better than expected and cloud revenue topped $54 billion, up 29%, but argued too much of the business still looked like traditional software.
He warned Wall Street may be underestimating AI code-writing threats to Microsoft's seat-based Office model, even as analysts at Bank of America, Morgan Stanley and Goldman Sachs stayed bullish.

Is AI quietly dismantling Microsoft's profitable Office empire while its cloud business booms?

With Azure's explosive growth, is the threat to Microsoft's Office suite a critical danger or a colossal market misjudgment?