Microsoft Corporation, a leader in operating systems and software, is expected to report robust AI business performance in its Q4 results, though higher capital expenditure continues to weigh on investor sentiment, according to Oppenheimer. The company’s net sales are broken down by activity: 42.9% from operating systems and application development tools, including Azure and Windows Server; 37.7% from cloud-based software applications like Microsoft 365 and Microsoft Teams; and 19.4% from other areas such as software licenses, tablets, and Xbox. The United States accounts for 51.3% of net sales. Microsoft employs 228,000 people.