Investors will be closely focused after the closing bell on Wednesday as Microsoft (MSFT) delivers its latest quarterly earnings report, with market participants eager for insights into the company’s financial performance and strategic priorities.
As a member of the influential “Magnificent Seven,” Microsoft’s commentary often carries broader implications for technology stocks and the overall market sentiment.
According to prediction market platform Kalshi, traders have already placed bets on the topics most likely to be highlighted during the earnings call. “Gaming” has emerged as the leading expected area of discussion, reflecting continued interest in Microsoft’s Xbox ecosystem and content strategy. At the other end of the spectrum, “college” appears to be the least likely subject to receive meaningful attention.
Outlined below are the ranked themes that prediction markets expect Microsoft management to address.
- Gaming — 98%
- Teams — 97%
- LinkedIn — 96%
- OpenAI — 91%
- Windows 11 — 87%
- Anthropic — 82%
- Nvidia — 73%
- R&D / Research and Development — 55%
- Phi — 44%
- Cybersecurity — 22%
- College — 17%
ETFs with the largest portfolio allocation towards MSFT: (MSFX), (MSFW), (GXPT), (LRGG), (BCHP), (TTXU), (MSFU), (IYW), (TRUT), and (HLAL).