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Storia in 4 fonti

Microsoft earnings: Cloud growth and capex numbers in focus for Q2

Analysts expect Microsoft's Azure cloud growth to slow slightly, even as it takes on a $250 billion commitment from OpenAI.

Raccontata dacnbc.comtheguardian.comfortune.comforbes.com

Confronto fonti

4 prospettive sulla stessa storia
AI · summaries
cnbc.comStai leggendo5 mesi fa

Microsoft earnings: Cloud growth and capex numbers in focus for Q2

Analysts expect Microsoft's Azure cloud growth to slow slightly, even as it takes on a $250 billion commitment from OpenAI.

originale
fortune.com5 mesi fa

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue…

Some worry that the tech giant is struggling to keep up with AI demand.

Leggi questa versione → originale

Timeline cronologica

  1. mercoledì 28 gennaio 2026·cnbc.com

    Microsoft earnings: Cloud growth and capex numbers in focus for Q2

    Analysts expect Microsoft's Azure cloud growth to slow slightly, even as it takes on a $250 billion commitment from OpenAI.

  2. mercoledì 28 gennaio 2026·theguardian.com

    Microsoft shrugs off AI bubble fears again with strong financial results

    Company reports second-quarter revenues of $81.27bn but posts slowing growth in key cloud computing business

theguardian.com5 mesi fa

Microsoft shrugs off AI bubble fears again with strong financial results

Company reports second-quarter revenues of $81.27bn but posts slowing growth in key cloud computing business

Leggi questa versione → originale
forbes.com5 mesi fa

Microsoft Plunges After Reporting Slowed Cloud Growth

Revenue from the company’s cloud computing unit failed to meet analysts’ expectations.

Leggi questa versione → originale
  • giovedì 29 gennaio 2026·fortune.com

    Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors | Fortune

    Some worry that the tech giant is struggling to keep up with AI demand.

  • giovedì 29 gennaio 2026·cnbc.com

    Microsoft's quarter shows once again that it must get its growth to spending ratio right

    Investors wanted more Azure cloud growth to justify a 66% year-over-year increase in capital expenditures.

  • giovedì 29 gennaio 2026·forbes.com

    Microsoft Plunges After Reporting Slowed Cloud Growth

    Revenue from the company’s cloud computing unit failed to meet analysts’ expectations.