Microsoft reported a record quarterly revenue of $92.3 billion, up 19% from last year, fueled mainly by its cloud business which grew 30% to $63.9 billion. Net income rose 32% to $36.6 billion, with significant contributions from Azure and $10 billion in revenue from OpenAI services hosted on Microsoft’s cloud. Despite a 3% decline in Devices and Consumer revenue, Microsoft’s strong cloud performance and a 73% increase in future contract obligations highlight robust growth prospects. However, the company is also investing heavily, with capital expenditures hitting a record $45.2 billion to support future commitments.
Microsoft's market capitalization stands at $3.95 trillion as of Oct 29, 2026, 04:31 WIB, reflecting its dominant position in the technology sector. On Pluang, MSFT shares are trading at USD 550.58, up 3.62% for the day, with a dividend yield of 0.74%. Despite a majority of Pluang users selling the stock (77%), the typical holding period is 144 days, indicating a moderate-term investment horizon among platform users.
Shares of neocloud companies like CoreWeave and Nebius fell after Microsoft reported lower-than-expected capital expenditures, suggesting delays in data center capacity expansion. Despite a 30% increase in Microsoft's capex to $45.2 billion, it misse...
Microsoft announced its fiscal year 2027 first-quarter financial results are now available on its Investor Relations website. The company will hold a conference call at 2:30 p.m. Pacific Time to discuss the results, accessible via a live webcast. Mic...
Alphabet's stock has only risen 3% in 2026, lagging behind peers like Microsoft, as heavy AI investments have increased debt and paused buybacks. The Q3 earnings report will be crucial to show if AI-driven growth in Google Search and Google Cloud can...
Microsoft's revenue grew nearly 18% in fiscal 2026, yet its stock price remained mostly flat, presenting a buying opportunity with a 22.6% upside target. The company reported strong cloud growth, especially Azure at 43%, and continued demand for AI p...
Alphabet and Microsoft are reporting earnings after market close, presenting a key test for the recent market rally. Microsoft is near its record high, with a modest expected stock move under 5%, while Alphabet is down 20% from its peak and faces a l...
