Microsoft (MSFT) Down 7.7% Since Last Earnings Report: Can It Rebound?
View original at finance.yahoo.com“Revenues of $77.6 billion increased 18.4% year over year and beat the Zacks Consensus Estimate by 3.62%.”
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Microsoft became the top publisher on both Xbox and PlayStation in the reported quarter
80% confidenceMicrosoft expects to remain capacity-constrained through at least the end of fiscal year 2026, with demand exceeding current infrastructure build-out, resulting in lost revenue opportunities for Azure
80% confidenceTotal capital expenditure spend will increase sequentially, and the fiscal year 2026 growth rate is now expected to be higher than fiscal 2025, reversing prior guidance that anticipated a slowdown in spending growth
80% confidenceMore than 90% of the Fortune 500 now use Microsoft 365 Copilot
80% confidenceEstimates revision have trended upward during the past month
80% confidenceMicrosoft plans to increase total AI capacity by more than 80% this year and roughly double the total data center footprint over the next two years
80% confidenceFor the fiscal second quarter, Microsoft expects Azure and other cloud services revenue growth of approximately 37% in constant currency, as demand remains significantly ahead of available capacity
80% confidenceMicrosoft has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months
80% confidence