US EditionWhat's Going On With Microsoft Stock Thursday? - Microsoft (NASDAQ:MSFT)
Microsoft said cloud revenue reached $54 billion and AI annual recurring revenue topped $37 billion as capital spending climbed to $31.9 billion.
- Microsoft reported revenue of $82.9 billion for the quarter, surpassing the $81.39 billion consensus estimate with EPS of $4.27 versus the $4.06 estimate. Shares traded around $400, down nearly 6% since the earnings call despite the fourth consecutive beat.
- Chief Executive Officer Satya Nadella highlighted rapid expansion in artificial intelligence, reporting that the AI business surpassed an annual revenue run rate of $37 billion, reflecting 123% growth year-over-year.
- CapEx reached $31.9 billion during the quarter, reflecting infrastructure expansion, while Intelligent Cloud revenue rose 30% and Azure accelerated to 40% growth.
- Truist Securities analyst Terry Tillman reiterated a Buy rating while lowering his forecast to $575, and Scotiabank analyst Patrick Colville maintained a Sector Outperform rating at $550.
- Microsoft projects revenue between $86.7 billion and $87.8 billion for the next quarter, as the company continues investing heavily in infrastructure and software to lead the emerging AI-driven computing era.
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Microsoft stock swings despite strong revenue figures - The Copenhagen Post
Microsoft reported revenue of $82.9 billion for the first three months of the year, representing an 18 percent increase compared to the same period in 2025. These third-quarter results exceeded analyst expectations. CEO Satya Nadella highlighted 123 percent growth in the company’s artificial intelligence business, which now contributes more than 37 billion annually. Nadella emphasized […]
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