Paradi Lab
2026.07.29 20:27

$Microsoft(MSFT.US)'s AI capex is paying off. Q4 Earnings:

- Revenue: $90.0B vs $87.6B

- EPS: $4.74 vs Est. $4.22

- Operating Income: $40.6B vs Est. $39.1B

- Azure Revenue: 43% vs. Est. 40%

- Commercial RPO: $678B (+84% YoY)

- $3.2B gain from Anthropic investment

"This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation."

Follows $Alphabet(GOOGL.US) Cloud's quarter where they posted an 82% surge in cloud revenue last week, ahead of expectations.

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.