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MSFT Bounces After Revenue Beat On Cloud Strength, CapEx In Line

Azure revenue surpassed $100 billion for the first time... CapEx slightly below expectations

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MSFT Bounces After Revenue Beat On Cloud Strength, CapEx In Line

Microsoft beat Q4 revenue at $90B with Azure up 43%, cloud $59.3B; Azure surpassed $100B annually for the first time. Capex guidance ($185B) in line, yet market fears AI spending without ROI as cloud margins erode—echoing Google's post-earnings decline.

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mercoledì 29 luglio 2026·channelnewsasia.com
Microsoft tops quarterly cloud growth estimates, easing spending concerns
July 29 : Microsoft topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, a sign its massive spending on AI infrastructure was paying off as capacity…
mercoledì 29 luglio 2026·channelnewsasia.com
Microsoft cloud forecast beats estimates as cash keeps flowing from AI, shares rise
July 29 : Microsoft on Wednesday said it expects to keep generating cash through its fiscal 2027 and gave a capital expenditure forecast below Wall Street estimates after changing…

MSFT Bounces After Revenue Beat On Cloud Strength, CapEx In Line

Confronto fonti

MSFT Bounces After Revenue Beat On Cloud Strength, CapEx In Line

Timeline cronologica

Microsoft tops quarterly cloud growth estimates, easing spending concerns

Microsoft cloud forecast beats estimates as cash keeps flowing from AI, shares rise

Microsoft's stock rises 9% on strong Azure revenue growth and steady capex spending - SiliconANGLE

Microsoft tops quarterly cloud growth estimates, easing spending concerns

Microsoft's cloud brings rain of revenue but modest M365 AI revenue harvest

Microsoft shares rise over 3% as Azure tops $100B in annual revenue

Why Is Microsoft Stock Soaring Thursday? - Microsoft (NASDAQ:MSFT)

MSFT Bounces After Revenue Beat On Cloud Strength, CapEx In Line

Microsoft shares rise over 3% as Azure tops $100B in annual revenue

Microsoft beats Wall Street expectations with $90B in revenue

Dow Jones Top Company Headlines at 5 PM ET: Microsoft Profits Jump 31% as Azure Cloud Sales Surpass $100 Billion | Meta ...

Microsoft’s cloud just hit a new milestone—Azure crosses $100 billion in annual revenue | Fortune

MSFT Spikes After Leaving CapEx Outlook Unchanged

Dow Jones Top Company Headlines at 7 PM ET: Microsoft Profits Jump 31% as Azure Cloud Sales Surpass $100 Billion | Meta ...

Microsoft's cloud brings rain of revenue but modest M365 AI revenue harvest

Microsoft's stock rises 9% on strong Azure revenue growth and steady capex spending - SiliconANGLE

Microsoft Stock Surges After-Hours: Amy Hood Touches on Surging CapEx - Microsoft (NASDAQ:MSFT)

Microsoft revenue hits $90B as AI fuels record quarter

Why Is Microsoft Stock Soaring Thursday? - Microsoft (NASDAQ:MSFT)

Microsoft shares soar as company reports fastest cloud growth in four years

Microsoft leads stock comeback from Wednesday carnage | Fortune

Microsoft set for record one-day market cap gain after upbeat Azure forecast

Microsoft's $480 billion rally fuels a debate: financial nihilism or the true AI moat, finally coming into view? | Fortune