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Microsoft has passed its first US -limited tariff test

Microsoft Satya Nadella, CEO of Microsoft Satya Nadella performs during the Microsoft headquarters in Redmond, Washington, on April 4, 2025 during the Microsoft headquarters. Microsoft Corp. He decided to hold his position in artificial intelligence, will soon allow the consumers to succumb to the reason for the digital assistant in his needs.

David Ryder Bloomberg | Gets the image

President Trump’s tariffs have been dominated by global news headlines for weeks. During MicrosoftOn Wednesday, call investors, however, tariffs appeared only once in the prepared comments.

Amy Hood’s help, Microsoft Finance Head, was associated with the sales of personal computers and the Windows operating system to other PC manufacturers.

“Windows OEM revenue and devices increased by 3% per year, ahead of expectations, as the tariff uncertainty in the quarter led to the level of stocks that remained,” Hood said.

While Microsoft sells Surface PCS and Xbox video game consoles, the impact is likely to be less direct than for companies that are more expected to be.

However, Microsoft really sees the effects of customer control effects, and Microsoft also faces higher costs as it acquires equipment in other countries.

The company is investing large funds to buy and install the required Nvidia Graphic processing units worldwide for Power Openai chat and other artificial intelligence products.

Software can help companies answer if their costs are rising from the tariffs, said CEO Satya Nadel at the conference

“I think if you are kind of buying an argument that software is the most malleable resource that we have to fight any type of inflation pressure or any type of pressure where you need to do more with the smaller one, I think we can be very useful in this,” he said. “And so if anything
share profits. “

The company sells a lot of AI products, including Copilot GitHub, which splashes the source code offers and Copilot Microsoft 365 developers, which answers questions in Excel, teams and other performance applications.

Microsoft Shares increased about 8% in extended trading after the call. The company reported higher profits and profits than the analysts predicted and made a higher forecast.

See: Corporate margins will be pressured as results of tariffs, says Gerra Morgan Stanley

Corporate margins will be pressured as results of tariffs, says Gerra Morgan Stanley

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