Microsoft Likely To Report Higher Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Ear

Microsoft beats Wall Street expectations with US$90b in revenue

Microsoft posted $90B revenue (Q4 FY2026, +18% YoY), beating forecasts, with Azure exceeding $100B annually and Copilot reaching 30M paid seats. Dual leverage—cloud infrastructure plus tool monetization—validates AI spending thesis while Microsoft holds flat CapEx, vs. rivals' escalation.