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GLOBAL RESEARCH ARCHIVE

Microsoft: インフラの収益化:AIサイクルはまだ初期段階

Published: 2026-05-27Institution: Morgan StanleyCompany / ticker: MSFT.OQPages: 10Original language: 日语Evidence page: 4

Research evidence excerpt

Microsoft: インフラの収益化:AIサイクルはまだ初期段階

.、Coursera, Inc.、Salesforce, Inc.、CrowdStrike Holdings Inc、CoreWeave、Sprinklr

Inc、Datadog, Inc.、DigitalOcean Holdings Inc、DocuSign Inc、Descartes Systems Group Inc、Elastic NV、Figma Inc、Five9 Inc、Freshworks Inc、Fortinet

Inc.、GoDaddy Inc、Gen Digital Inc.、GitLab Inc、ZoomInfo Technologies Inc、HubSpot, Inc.、Intuit、Samsara Inc、Klaviyo, Inc、Lightspeed Commerce

Inc.、LegalZoom.com Inc、Manhattan Associates Inc.、MongoDB Inc、monday.com Ltd、Microsoft、Nebius Group NV、Cloudflare Inc、NICE Ltd.、

ServiceNow Inc、Okta, Inc.、Oracle Corporation、Palo Alto Networks Inc、UiPath Inc、PagerDuty, Inc.、Palantir Technologies Inc.、Qualys Inc、Liveramp

Holdings Inc、RingCentral Inc、Rapid7 Inc、SentinelOne, Inc.、Sabre Corp、Shopify Inc、Snowflake Inc.、SPS Commerce Inc、Sprout Social Inc、Atlassian

Corporation PLC、Tenable Holdings Inc、Toast, Inc.、ServiceTitan Inc、Twilio Inc、Vertex Inc.、Varonis Systems, Inc.、Workday Inc、Wix.Com Ltd、Zeta

Global Holdings Corp、Zscaler Inc。

Morgan Stanley は過去12ヵ月間に、次の会社の有価証券の募集(または米国証券法144Aに基づく私募)または売出しにあたり、主幹事会社もしくは共同幹事会社を務

めました:Autodesk、Akamai Technologies, Inc.、Check Point Software Technologies Ltd.、Salesforce, Inc.、CoreWeave、DigitalOcean Holdings Inc、Figma

Inc、Navan Inc、Nebius Group NV、Cloudflare Inc、ServiceNow Inc、Netskope, Inc.、Palo Alto Networks Inc、Via Transportation Inc、Wix.Com Ltd。

Morgan Stanleyは過去12ヵ月間に、投資銀行業務に対する報酬を次の会社から受けています:Autodesk、Akamai Technologies, Inc.、Blackline Inc、CCC Intelligent

Solutions Holdings Inc、Check Point Software Technologies Ltd.、Salesforce, Inc.、CoreWeave、DigitalOcean Holdings Inc、Figma Inc、HubSpot, Inc.、Intuit、

Microsoft、Navan Inc、Nebius Group NV、Cloudflare Inc、NICE Ltd.、ServiceNow Inc、Netskope, Inc.、Palo Alto Networks Inc、RingCentral Inc、SailPoint

The English excerpt is extracted automatically from the cited source page and may contain layout or recognition errors. It is never batch translated.

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