After lagging behind its mega-cap tech rivals for months, Microsoft just made a dramatic comeback that caught Wall Street's full attention.
Microsoft rallied 15% on Q4 results ($90B +18%, Azure +43%), easing capex ROI concerns. Nadella announced Copilot super app unifying chat, Cowork, Autopilots, and code for Q3, consolidating Microsoft's fragmented Copilot strategy against OpenAI's unified offering.
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Microsoft turned its stock performance around following strong fiscal fourth-quarter results, driven by an 18% increase in revenue to $90 billion.
Pradeep Viswanathan
Neowin
@pradeepviswav ·
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