Microsoft's AI spending guide is music to our ears, quieting the bears — for now
📰 source: cnbc_investing · 💼 business
microsoft reported fiscal q4 revenue of $90b, up 18%, beating estimates, and eps of $4.74, up 30%. azure cloud revenue grew 43% constant currency, above consensus. the company kept its capex outlook steady, calming bearish worries about overspending.
microsoft added 31 data centers in the quarter, bringing total to 88. copilot paid seats rose to over 30 million. cfo amy hood guided azure growth to 45% for q1 fiscal 2027. free cash flow was $19b in the quarter.
the stock rallied 9% after hours. microsoft's financial discipline stands out vs peers like alphabet and meta, which had weaker cash flow.
why it matters: microsoft's steady capex and accelerating azure growth ease ai spending fears, boosting investor confidence.
source: cnbc_investing
sentiment: +0.60 · impact: 0.70