Rocky|Jul 30, 2026 00:58
Microsoft $MSFT earnings report is basically a perfect score! Up 8.8% after hours.
• Revenue: $90 billion vs expected $87.6 billion
• EPS: $4.74 vs expected $4.22
• Azure revenue surpassed $100 billion, up 43% vs expected 40%
• Operating income: $40.6 billion vs expected $39.1 billion
• Commercial RPO: $678 billion (YoY +84%)
• Strong cash flow performance: $55.44 billion (YoY +30%)
• Cloud commercial remaining performance obligations: $678 billion (YoY +84%)
• Total capital expenditure this quarter: $41 billion (YoY +70%)
This shows the cloud business has a bright future—still bullish on NBIS!
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