Microsoft Corp. MSFT remains in focus after stronger-than-expected quarterly results and guidance reinforced confidence in Azure and enterprise software growth, while analysts continue to debate the scale and returns of its AI infrastructure spending.

Microsoft Corporation's Q1 FY2027 beat estimates on revenue, EPS, and Azure growth. Click for this MSFT earnings update and see why I am downgrading the stock.

Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is getting to besting the biggest competitor in the market, AWS.

Microsoft Corp (NASDAQ:MSFT) shares gave back early gains on Thursday despite a stronger-than-expected quarterly performance, as investors weighed accelerating artificial intelligence (AI) demand against the prospect of sharply higher infrastructure spending in the second half of its

Microsoft Corporation Q3 earnings highlight Azure growth, AI demand, and undervaluation. Click for this MSFT update and see why I remain bullish.

Microsoft expects Azure revenue growth of 49% to 50% for its December quarter, which would mark an acceleration from the 48% year-over-year growth rate posted in the September quarter. Microsoft CFO A

Q1 also marks the first time Microsoft will report earnings under its new segment structure. The company announced the change in Q4, saying that rather than Productivity and Business Processes, Intelligent Cloud, and More Personal Computing, it will switch to two segments: "Agents and Infra" and "Devices and Consumer."