Stocktwits on MSN

Microsoft’s Azure efficiencies could boost margins despite capacity delays, Bernstein says – analyst sees over 31% upside in MSFT stock

Adjusted earnings rose to $4.89 per share, beating expectations of $4.72, according to Fiscal.ai. ・Microsoft reported $45.2 ...
24/7 Wall St.

The Cloud Titans: Microsoft’s Copilot Backlog Challenges Amazon’s Data Center Re-Acceleration

Azure is accelerating, Copilot adoption is surging, and Microsoft's commercial backlog sits at $677 billion, yet the stock ...

Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion

Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is ...
The Information

Google Cloud Closes In on Azure, but Microsoft Wins the Day With Investors

There was a lot to digest from Wednesday’s earnings reports from Microsoft and Google, long the No. 2 and 3 players in cloud ...

Microsoft is finally putting a dollar figure on its Azure cloud business

After more than a decade of disclosing Azure's performance only through growth percentages, Microsoft will finally report a ...

Cloud Business Shows Up for Microsoft

That was the growth rate in the just-reported quarter for Microsoft's Azure cloud business. That propelled the company's ...

MSFT Stock Gains 3% After-Hours As AI Demand Powers Q1 Cloud Revenue, Q2 Guidance Beat With Positive Cash Flows

Microsoft Corp. delivered strong fiscal first-quarter results, driven by accelerating enterprise AI demand and robust cloud ...

Microsoft investors just got a new type of glimpse into the cloud business

This is the first earnings report in which Microsoft disclosed the dollar amount of revenue generated by its Azure ...
Stocktwits

MSFT Dips Premarket Ahead Of Q1 Report: Analysts Expect Azure Acceleration As Management Faces Questions On Massive Employee Buyout

Investors will focus on the performance of Microsoft’s Azure cloud unit and any updates around its spending plan.