Microsoft CEO Satya Nadella emphasized that relying on a small number of large customers for AI capacity sales is not a viable business model, highlighting the company's focus on broad, recurring enterprise workflows. Despite strong Azure growth of 48% and $92.3 billion in revenue, Microsoft faces supply constraints with demand exceeding available AI capacity. The company plans significant capital expenditure to expand capacity and reduce reliance on a few big buyers, including revenue from OpenAI which currently accounts for about 10.8%. Investors should watch for Azure growth and OpenAI revenue share in upcoming reports as indicators of Microsoft's AI business health.
Microsoft shares trade near their 52-week high of $543.45, currently priced at $540.44 on Pluang as of Oct 29, 2026 19:41 WIB, showing a 1.78% gain in the last day. This places the stock close to its peak range compared to a 52-week low of $352.83, reflecting strong investor interest despite supply constraints in AI capacity. The market cap stands at $3.94 trillion, underscoring Microsoft's significant scale amid its strategic shift away from relying on a few large AI customers.
Microsoft reported a strong first quarter for fiscal year 2027, with revenue increasing 18.8% and earnings per share exceeding expectations. The growth was largely fueled by a 48.2% revenue increase in its Azure cloud services, reflecting strong clou...
Microsoft and Alphabet reported earnings on the same day with contrasting market reactions due to their free cash flow performance amid heavy AI investments. Alphabet missed search revenue expectations by $1.5 billion and had negative free cash flow ...
Microsoft's latest quarterly report reveals that revenue from OpenAI makes up about 11% of its total revenue, reaching $10 billion out of $92.3 billion. Microsoft owns roughly 24% of OpenAI and has extended $7.2 billion in trade credit to the company...
Alphabet's shares fell more than 10% in premarket trading after missing earnings and revenue forecasts, with AI chat tools eating into Google's Search revenue for the second consecutive quarter. This is concerning as Search is a key high-margin busin...
Microsoft reported strong cloud growth with Azure revenue up 48% and a commercial backlog of $677 billion, signaling robust demand for its cloud and AI services like Copilot. Despite this, its stock underperforms the S&P 500, partly due to a heavy $1...
