Microsoft's contracted backlog, representing future revenue from signed customer contracts, surged 84% to $678 billion in fiscal Q4 2026, up from $392 billion three quarters earlier. This backlog growth, driven by strong demand for Azure cloud services and AI products like Microsoft 365 Copilot, suggests a possible $1 trillion opportunity ahead. Despite rising capital expenditures to build data centers, Microsoft maintains strong profitability and cash flow, with management confident in sustaining positive free cash flow in fiscal 2027. Investors will watch upcoming reports for continued backlog growth and free cash flow resilience amid heavy spending.
As of Oct 28, 2026 19:51 WIB, Microsoft shares trade at USD 530.03 on Pluang, showing a slight decline of 0.24% in one day. The stock's market capitalization stands at $3.95 trillion, reflecting its massive scale amid the reported surge in contracted backlog. Despite the recent dip, the company's enterprise value remains close at $3.93 trillion, highlighting strong investor interest in its long-term growth potential.
Jeff Bezos recommends retirees invest in the S&P 500 rather than individual AI stocks, citing the difficulty in picking winners and the risk of market bubbles. However, the S&P 500 is heavily weighted toward about 10 tech giants, including Amazon, Nv...
Microsoft and Oracle are both investing heavily in AI by building large-scale computing power and integrating AI into enterprise software. Microsoft funds its AI expansion through profits, showing strong revenue growth and positive cash flow, while O...
Anthropic disclosed in its SEC filing that it had $112.4 billion in cash and $19.3 billion in short-term investments as of June 30, totaling $131.7 billion. This amount surpasses every non-bank U.S. company except Berkshire Hathaway and Alphabet, exc...
SK hynix's Q3 earnings report is crucial, with a miss potentially causing a broad selloff in the semiconductor sector and breaking important support levels. Meanwhile, US tech giants like Alphabet and Microsoft face scrutiny over heavy AI-related cap...
Microsoft's dividend yield is only 0.67%, which seems small to many investors. However, the company paid $26.445 billion in dividends in fiscal 2026, a 140% increase over the past decade, reflecting strong cash returns. This large payout is supported...
