金色财经|Oct 29, 2026 10:54
[Analyst: Microsoft Earnings Report Shows Cloud Computing Capacity Sufficient to Meet Strong Demand] According to Jinse Finance, on October 29th, Yorkville Ives analysts wrote that Microsoft's (MSFT.O) earnings report shows the company is well-positioned to capitalize on the huge demand in the cloud computing market. The analyst stated that Microsoft Azure revenue exceeded Wall Street expectations, and the cloud computing business is key to Microsoft's stock performance. Prior to the earnings release, the market had clearly seen the demand driven by artificial intelligence, but questions remained about whether Microsoft could release its capacity quickly enough. The analyst wrote that the earnings report showed, "Capacity is in place, and demand has filled that capacity." Customers are locking in future spending, with Microsoft's committed future spending remaining at $677 billion. The analyst pointed out that this revenue recognized in the next 12 months will increase compared to previous expectations. In pre-market trading on Thursday, Microsoft's stock price rose 2.7% against the trend of a general decline in technology stocks. (Jinshi)
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