Story perspectives

Microsoft Soars with AI; Apple's Future Remains Uncertain

10/24/2025

Summary

Story summary

Microsoft Corporation reported an 18% revenue increase in Q4 2025, driven by cloud and AI, with Azure up 39% and a backlog of $368 billion signaling strong future revenue.
Apple Inc. posted a slightly lower Q4 earnings estimate despite record $94 billion in revenue, mainly from iPhone sales.
Microsoft Corporation's AI strategies yield revenue streams.
Apple Inc.'s AI monetization remains uncertain.
Investors weigh which company offers better long-term AI potential.

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Story summary

Microsoft Corporation reported an 18% revenue increase in Q4 2025, driven by cloud and AI, with Azure up 39% and a backlog of $368 billion signaling strong future revenue.
Apple Inc. posted a slightly lower Q4 earnings estimate despite record $94 billion in revenue, mainly from iPhone sales.
Microsoft Corporation's AI strategies yield revenue streams.
Apple Inc.'s AI monetization remains uncertain.
Investors weigh which company offers better long-term AI potential.