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Earnings Updated
Results
Adj EPS Beat 4.74 vs 4.24 est
Revenue Beat USD 90B vs USD 87.62B est
Q1 guidance
Revenue USD 89.85B-90.95B vs USD 89.63B est
Segment revenue USD 40.95B-41.25B
Key read
  • Cloud revenue 59.31bln (exp. 58.71bln)
  • Intelligent cloud: 39.31bln (exp. 38.17bln).
  • More personal computing revenue 12.9bln.
  • Productivity and business processes revenue.
  • Azure and other cloud revenue ex-FX +43% (exp. +39.6%).
  • Microsoft 365 copilot surpassed 30mln paid seats.
14:36:49
Equities

Microsoft ponders an open-weight AI, as China models gain ground - Nikkei. $MSFT Mkt cap ~$2.9T

Asia
22:57:33
Equities

Update: Goldman Sachs is pitching USD 5.4bln of debt for a Microsoft (MSFT)-tied data centre Mkt cap ~$2.9T

19:28:33
Equities

Update: Disney (DIS) is ditching Microsoft's (MSFT) GitHub Copilot and adding OpenAI's Codex, reports Business Insider Mkt cap ~$172B