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Microsoft Corporation

MSFTleader

Microsoft is the world's most valuable company, with a dominant position in enterprise software, cloud computing, and AI. Its multi-billion-dollar partnership with OpenAI and aggressive integration of Copilot AI across its product stack position it at the center of enterprise AI adoption.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($254.2B)

Datos estáticos (cargando finanzas en tiempo real…)

Intelligent Cloud (Azure) (44%)
Productivity & Business Processes (33%)
More Personal Computing (23%)

Composición de segmentos y clientes principales

Detalles del producto

Azure Cloud38%

Public cloud platform offering IaaS, PaaS, and AI-as-a-Service

Microsoft 36524%

Productivity suite including Office, Teams, and Copilot AI

Dynamics 365 & Power Platform10%

Enterprise ERP, CRM, and low-code business applications

Windows & Devices16%

Operating systems, Surface hardware, and Xbox gaming

LinkedIn & Search/Ads12%

Professional networking platform, Bing, and advertising

Relaciones en la Cadena de Suministro

Proveedores Clave

NVIDIA Corporation

AI GPUs for Azure

Impacto: Critical — primary GPU supplier

Taiwan Semiconductor Manufacturing Company

Custom Maia AI chip fabrication

Impacto: High — custom silicon

Competidores

Alphabet Inc. (Google)

Cloud, AI, productivity

Impacto: Major cloud/AI competitor

Amazon.com (AWS)

AWS vs. Azure

Impacto: Primary cloud competitor

Oracle Corporation

Enterprise cloud and database

Impacto: Growing competitor

Socios

Meta Platforms

Open-source AI collaboration

Impacto: Strategic partnership

Contexto macro y de mercado

AI / 클라우드Noticias del sector

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Próximos catalizadores

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Problemas de cadena de suministro

↑ 생산 확대AI Copilot M365 기업 시트 5,000만 돌파
2026-04

Microsoft 365 Copilot 기업 고객 시트 5천만 돌파. 월 $30 부가 구독 ARR $18B 수준으로 성장.

↑ 생산 확대Azure AI 인프라 $80B 투자 집행 중
2026-03

2026년 Azure 데이터센터·NVDA GPU 구매에 $80B 투자 계획 집행. Wisconsin·영국·인도 신규 리전 착공.

Señales Institucionales

InstituciónAcciónValorTrimestreFecha de presentación
BlackRockaccumulating$6.8B2024.062024-08-13↑
BlackRockaccumulating$2.9B2024.062024-08-13↑
BlackRockaccumulating$3.2B2024.062024-08-13↑
BlackRockaccumulating$238M2024.062024-08-13↑
BlackRockaccumulating$465M2024.062024-08-13↑
BlackRockaccumulating$8.6B2024.062024-08-13↑
BlackRockaccumulating$4.7B2024.062024-08-13↑
BlackRockaccumulating$87.3B2024.062024-08-13↑
BlackRockaccumulating$72.3B2024.062024-08-13↑
BlackRockaccumulating$6.1B2024.062024-08-13↑
BlackRockaccumulating$9.7B2024.062024-08-13↑
BlackRockaccumulating$3.7B2024.062024-08-13↑
BlackRockaccumulating$6.2B2024.062024-08-13↑
BlackRockaccumulating$90M2024.062024-08-13↑
BlackRockaccumulating$25.0B2024.062024-08-13↑
BlackRockaccumulating$913M2024.062024-08-13↑
BlackRockaccumulating$587M2024.062024-08-13↑
BlackRockaccumulating$2.8B2024.062024-08-13↑
BlackRockaccumulating$648M2024.062024-08-13↑
BlackRockreducing$21M2024.062024-08-13↓
BlackRockaccumulating$152M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockaccumulating$5.2B2024.062024-08-13↑
BlackRockreducing$536K2024.062024-08-13↓
BlackRockreducing$13M2024.062024-08-13↓
BlackRockaccumulating$72M2024.062024-08-13↑
BlackRockreducing$5M2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockreducing$447K2024.062024-08-13↓
BlackRockreducing$41M2024.062024-08-13↓
Vanguard Groupaccumulating$311.5B2025.122026-01-29↑
Vanguard Groupaccumulating$20.5B2025.122026-01-29↑
Vanguard Groupreducing$7K2025.122026-01-29↓
Vanguard Groupaccumulating$7.8B2025.122026-01-29↑
Vanguard Groupaccumulating$1.6B2025.122026-01-29↑
Vanguard Groupreducing$15M2025.122026-01-29↓
Vanguard Groupaccumulating$5.8B2025.122026-01-29↑
State Streetaccumulating$148.1B2025.122026-02-13↑
Wellington Managementaccumulating$20.4B2025.122026-02-17↑
Wellington Managementaccumulating$643M2025.122026-02-17↑
Wellington Managementreducing$264M2025.122026-02-17↓
Wellington Managementreducing$277M2025.122026-02-17↓
Wellington Managementreducing$169M2025.122026-02-17↓
Wellington Managementreducing$188M2025.122026-02-17↓
Wellington Managementaccumulating$1.1B2025.122026-02-17↑
Wellington Managementreducing$45M2025.122026-02-17↓
Wellington Managementaccumulating$555M2025.122026-02-17↑
Viking Global Investorsaccumulating$1.6B2025.122026-02-17↑
Third Point LLCreducing$447M2025.122026-02-17↓
FMR (Fidelity)accumulating$65.2B2025.122026-02-17↑
FMR (Fidelity)reducing$51M2025.122026-02-17↓
FMR (Fidelity)accumulating$12.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$11.9B2025.122026-02-17↑
FMR (Fidelity)accumulating$1.1B2025.122026-02-17↑
FMR (Fidelity)accumulating$6.5B2025.122026-02-17↑
FMR (Fidelity)accumulating$134M2025.122026-02-17↑

Propiedad institucional

Base 13F · Q4 2025
InstituciónCambio% participaciónTrim. anteriorAccionesValorSEC
VanguardMantenida8.80%—6600.0M acciones$180,000M13F
BlackRockMantenida6.80%—5100.0M acciones$140,000M13F
Capital ResearchAumentada0.19%—143.0M acciones$4,000M13F
Participación total rastreada: 15.79%Valor total: $324,000MBasado en SEC EDGAR 13F-HR · retraso de 45 días

Últimas noticias

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Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Microsoft Corporation impulsado por IA.

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Información de la Empresa

Sede Central

Redmond, Washington, USA

Fundación

1975

Empleados

228,000+

Sitio Web

microsoft.com

Puntuación de Brecha Informativa

Puntuación de Brecha10
Brecha BajaBrecha Alta

Actividad Institucional

88

Puntuación de Medios

90

Posición en Cascada

Rol en la Cascada

leader

Retraso Típico

0 (trigger)

Microsoft's Azure capex guidance is the most closely watched AI infrastructure spending signal on Wall Street.

Ver Cascada Completa

Estado del sector — AI / 클라우드

Noticias del sector

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Temas clave

  • •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • •SaaS → AI-as-a-Service 전환 가속

Próximos catalizadores

  • ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • ◆OpenAI GPT-5 출시 영향