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Microsoft crushes Q3 earnings expectations as AI business hits $37 billion run rate

Microsoft beat fiscal Q3 estimates with $82.9B revenue and $4.27 EPS as its AI business hit a $37B run rate and signed a $9.7B deal with bitcoin

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Microsoft crushes Q3 earnings expectations as AI business hits $37 billion run rate

Microsoft's AI business hit $37B run rate (+123% YoY); Azure +40% YoY. IREN's $9.7B deal—repurposing crypto datacenters for Azure AI—signals enterprise capex shift: IT budgets consolidating around generative AI, away from alternative infrastructure uses.

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mercoledì 29 luglio 2026·thenextweb.com
Microsoft Q4: Azure tops $100bn, AI bet mostly pays off
Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing.
mercoledì 29 luglio 2026·channelnewsasia.com
Microsoft says cash will keep flowing from AI, shares rise
July 29 : Microsoft on Wednesday said it expects to keep generating cash through its just-started fiscal 2027 and gave a capital expenditure forecast below Wall Street estimates…

Microsoft crushes Q3 earnings expectations as AI business hits $37 billion run rate

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Microsoft crushes Q3 earnings expectations as AI business hits $37 billion run rate

Timeline cronologica

Microsoft Q4: Azure tops $100bn, AI bet mostly pays off

Microsoft says cash will keep flowing from AI, shares rise

Microsoft Q4 results: Azure tops $100 billion as AI growth helps beat earnings estimates

Microsoft Q4: Azure tops $100bn, AI bet mostly pays off

Microsoft spends $41 billion on AI as Azure revenue jumps 43%, beats Wall Street estimates

Microsoft tops earnings estimates as Azure, AI drive growth

Microsoft revenue hits $90B as AI fuels record quarter

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

Microsoft tops quarterly cloud growth estimates, easing spending concerns

Microsoft crushes Q3 earnings expectations as AI business hits $37 billion run rate

Microsoft's Azure revenue surpasses $100B for the first time, and crypto infrastructure is quietly along for the ride

Microsoft tops estimates as Azure passes $100 billion annually

Microsoft CFO amy hood says azure revenue surpassed $100 bln in FY26, with AI investments paying off, copilot paid seats exceeding 30 mln…

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

Microsoft reports gains from cloud and AI investments

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

Microsoft reports record revenue as Cloud growth and AI adoption drive strong quarter

Microsoft Azure tops $100 billion as cloud growth hits four-year high

Microsoft AI cash flow: Microsoft says cash will keep flowing from AI, shares rise - The Economic Times

Microsoft closes FY26 with record $90 billion quarter as Azure surpasses $100 billion

Microsoft posts 31% jump in June-quarter net profit, revenue rises 18% YoY

Microsoft Q4 results: Azure tops $100 billion as AI growth helps beat earnings estimates