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Microsoft, Azure and Wall Street

Microsoft tops Wall Street expectations, reports accelerating Azure growth and $37B AI run rate

Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate re...

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Microsoft Price Target Raised as Azure Growth Beats Expectations

24/7 Wall St. · 2h

Wall Street Splits on Microsoft After Earnings: Is the Azure Acceleration Worth the CapEx?

· 17h

Microsoft's stock ekes out a gain in the extended session

Microsoft's choppy and ultimately muted after-hours stock performance indicates that big investor debates will rage on.

· 19h

Microsoft expects headcount to decrease in coming quarters

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Microsoft's earnings feature 'no big surprises,' analyst says

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Microsoft slides even as Q3 results top estimates

“Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.”

· 21h

Microsoft's stock falls in the wake of an earnings beat

24/7 Wall St · 22h

Live: Will Microsoft’s Q3 Earnings Snap Its Long Losing Streak?

Microsoft reports strong cloud growth

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· 20h · on MSN

Microsoft reports strong cloud growth, but questions about AI returns persist

Growth in the company’s Azure cloud business reached 40%, in line with expectations, and its capital spending was about $31.9 billion, more than 8% lower than projections. Microsoft Chief Executive Satya Nadella has sought to transform the company into an AI powerhouse in recent years.

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Microsoft expects strong cloud business growth, plans record capital spending

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Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand

Microsoft slips even as Azure, AI, boost results, guidance: What Wall Street's saying

Microsoft shares fell 1.7% in premarket trading on Thursday even as the tech giant reported better-than-expected results and guidance that were boosted by its Azure clo

17h

Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices

Microsoft's forecast on revenue and operating margin was light, but the company sees $190 billion in 2026 capital spending, well above Wall Street's estimate.

17h

Microsoft's stock erases losses after these earnings comments

Microsoft delivered a surprise pickup in Azure revenue growth when it posted March-quarter results on Wednesday afternoon.

20hon MSN

Microsoft earnings preview: After a $357B wipeout, tech giant gets another chance

Microsoft reports fiscal Q3 results Wednesday.

Microsoft stock slips 5% after earnings, but analysts are hiking targets

The selloff is mostly about capex optics, but analysts are still lifting targets, signaling confidence in monetization. At ~26.6x P/E, the valuation already prices some caution; if Azure growth holds,

1don MSN

Microsoft Reports Earnings After the Bell: Here Are the 3 Biggest Questions I Have

Wall Street consensus estimate project $4.06 earnings per share and revenue of over $81 billion.

Analytics India Magazine

Google Crushes AWS, Microsoft Azure as Hypergrowth Hits the Cloud

Google, Microsoft, Amazon and Meta reported earnings on the same day, offering a clear snapshot of how the cloud market is evolving. Google Cloud outpaced Microsoft Azure and AWS in Q1 FY26, with revenue rising 63% to $20 billion,