Full-Time
Develops software, OS, and cloud services
$130.9k - $277.2k/yr
Company Historically Provides H1B Sponsorship
Redmond, WA, USA
In Person
On-site in Redmond, WA. Expect standard US business hours.
Bachelor's, Master's
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Microsoft develops software, devices, and cloud services. Windows is an operating system that runs on personal computers, Office provides productivity apps, and Azure offers cloud computing and developer tools. The company differentiates itself with a large, integrated ecosystem of software, devices, and services, plus long-standing partnerships with PC makers and a broad enterprise footprint. Its goal is to put a computer on every desk and in every home, and to extend that reach through cloud services, professional networking (LinkedIn), and gaming.
Company Size
10,001+
Company Stage
IPO
Headquarters
Redmond, Washington
Founded
1975
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Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Professional Development Budget
Conference Attendance Budget
Flexible Work Hours
Remote Work Options
Applied Digital and Microsoft present contrasting investment profiles in the technology sector. Applied Digital specialises in data centres for high-performance computing and AI, whilst Microsoft operates as a diversified global technology leader. Applied Digital reported FY 2026 revenue of $611.3 million, up 184% year-over-year, but posted a net loss of $244 million. The company faces significant risks, with one customer representing 59% of revenue. Its debt-to-equity ratio stands at 2.9x, and free cash flow was negative $2.8 billion. Microsoft generated FY 2026 revenue of $331.8 billion, up 17.8%, with net income of $133.7 billion and a 40.3% profit margin. The company maintains a diversified customer base across three business segments. Applied Digital offers niche growth potential in AI infrastructure but carries higher risk through customer concentration and financial leverage. Microsoft provides stability through its established market position and profitability.
Microsoft and TSMC are rated as buys, while AMD is a hold, according to recent analysis of AI infrastructure companies. Microsoft trades at a price-to-earnings ratio of 28 despite Azure's 43% growth, with the cloud platform surpassing $100 billion in annual revenue. The company's commercial remaining performance obligation reached $678 billion, up 84%. TSMC reported Q2 revenue of $40.20 billion, up 36%, with net income rising 77%. Advanced nodes now generate 77% of wafer revenue, and the company raised full-year guidance to growth slightly above 40%. AMD holds at a trailing P/E of 124 following a 119% year-to-date rally. Analysts suggest the recent price surge may have already priced in future growth expectations.
S&P Global has expanded its collaboration with Microsoft to integrate its data and analytics into Microsoft 365 Copilot workflows. The integration uses S&P Global's AI Data Portal's Deterministic Retrieval solution to provide accurate, cited, and verifiable results directly within Microsoft tools. The collaboration enables customers to access S&P Global intelligence for tasks including company research, financial analysis, and competitive analysis without leaving Microsoft 365. Key capabilities include data connectivity, analytics integration within Excel, and AI-ready data access with source attribution. The integration builds on existing S&P Global Energy AI Ready Data in Microsoft 365 Copilot. It includes a Copilot in Excel connector for analyst workflows and a plugin for agentic experiences in Copilot Cowork, maintaining context and source attribution throughout AI-enabled workflows.
Microsoft has posted fiscal year revenue of more than $331 billion, up 18%, with operating income rising 21% to over $155 billion. Net income reached $133.7 billion, with full-year earnings per share growth exceeding 20%. The company's AI business has crossed a $37 billion annual run rate, growing 123% year over year. Azure revenue now surpasses $100 billion annually, with the cloud segment growing 32%. In fiscal Q4 2026, Azure grew 43% year over year. Microsoft 365 Copilot has passed 30 million paid seats, with net seat additions more than doubling quarter over quarter. CEO Satya Nadella noted the company's custom AI chips can deliver up to 40% better performance per watt, potentially improving cloud margins.
Microsoft fell roughly 0.6% on Tuesday following reports it could launch its next Maia AI processor as early as September. The company has not confirmed the timing but is clearly pursuing greater control over its AI infrastructure rather than relying on external chipmakers. The Maia 200 chip, manufactured by TSMC using a three-nanometre process, contains over 140 billion transistors and delivers 30% better performance per dollar than previous hardware, according to Microsoft. Deployment has begun in Iowa, with Arizona data centres next. The move addresses mounting AI costs from Copilot, Azure and OpenAI workloads. Microsoft shares traded at $502.61 on 11 August, 12.69% below the GF Value estimate of $575.66. The company expects roughly $50 billion in capital spending this quarter. Success hinges on whether custom chips can sufficiently reduce AI costs to justify the enormous investment.