Microsoft delivered a strong fiscal Q3, with revenue and EPS beating expectations, while Azure grew 40% year-over-year, ...

Microsoft CEO Satya Nadella and CFO Amy Hood should discuss Azure growth, Copilot usage, memory costs and OpenAI during Q3 ...

Buy MSFT. The quarter beat is real (Azure +40% YoY; Cloud revenue ~$54B; AI run-rate ~$37B) and Copilot users jumped to 20M.

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal ...

Microsoft will report fiscal Q3 results on April 29 amid investor scrutiny over Azure growth, AI monetization, and a revised OpenAI partnership. Analysts expect revenue of about $81.4 billion and EPS ...

Live Updates Watch Our Live Coverage of Tonight's Earnings - Including A Break Down of Reaction to Microsoft's Release Pinned ...

Microsoft's capital expenditure jumped to $10.7 billion this past quarter as the company said it was spending heavily on data centers, compute, and networking. Already up from the previous quarter's ...

The major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially, what is Big Tech’s return on more than $150 billion in capex over the last twelve ...

Microsoft beat Wall Street expectations for its fiscal third quarter, reporting $82.9 billion in revenue and forecasting ...

Recent Q1 earnings releases from Microsoft, Amazon, Alphabet and Meta reaffirmed that AI spending is continuing to increase through 2024 as companies seek AI-related revenue gains. The tech giants are ...