85% want to increase spending on Microsoft products! Memory prices put pressure on the gaming segment!

Component crisis affects hardware: Microsoft responds to rising memory costs with price increases for Xbox consoles of up to 150 USD Capital allocation pressures cash flow: The massive AI infrastructure expansion is affecting the short-term generation of free cash flow Robust software demand as an anchor: Jefferies survey among IT decision-makers shows an acceleration of software budgets for 2026 The global shortage of memory chips, driven by the ongoing boom in Artificial Intelligence, is reaching the consumer goods market. Microsoft...