Last Updated 00:00:00
longbridge loading
Company Encyclopedia
View More
name
Industrials
IN40287.SH
News
View More
Posts
View More

Ppl are fearful about MSFT but as what their cfo said, Azure Revenue would have been way higher if not for the production bottleneck. Imo, still a safe hold for MSFT in the long term

$Microsoft(MSFT.US) dips pulls back additional 3% on the call.

Stock moved on comment that Azure growth is capacity constrained and not all of the Capex capacity will go to Azure.

Source: Gene Munster

MSFT F2Q26 First Take. Overall, revenue, GP, and OP were solid, modestly ahead of prior guidance and the Bloomberg sell-side consensus.

The key watch was Azure’s unexpected slowdown, with growth at 38...

$Microsoft(MSFT.US) says Azure demand continues to exceed supply.

My take. Good to know and to be expected.

Source: Gene Munster

$Microsoft(MSFT.US)

MICROSOFT Q4 2025 EARNINGS:

$81.3B Revenue, +17% YoY

$38.5B net income, +60% YoY

$4.14 of EPS, +24% YoY

Azure & Intelligent Cloud revenues crosses $50B

Satya Nadella:

“We are only at the...