Microsoft Corp. (MSFT)
Microsoft: Massive Cloud Upswing
Microsoft Corporation delivered strong Q4 results, driven by 26% Y/Y growth in Intelligent Cloud and robust free cash flow, sending shares up over 8% in the after-hours market. I remain bullish on Microsoft due to its leading Cloud position, accelerating AI CapEx, and ability to translate top-line growth into higher free cash flow. Microsoft's Azure has put the Cloud company on a $100B annual free cash flow run-rate.
Microsoft Is 2nd Company to Hit $4 Trillion Market Value
Microsoft Corp. (NASDAQ: MSFT) has joined Nvidia Corp.
MSFT, META Lead Nasdaq Rally; FOMC Fallout and Fed's Next Steps
Sam Vadas and Diane King Hall kick off Thursday's coverage from the NYSE as investors react to two huge earnings beats from Microsoft (MSFT) and Meta (META). Microsoft's surge has the company on track to surpass a $4 trillion market cap valuation.
Meta and Microsoft Keep Their License to Spend
Strong performance of core businesses gives cover to blowout AI investments—for now.
Wall Street sets Microsoft stock price for the next 12 months
Microsoft (NASDAQ: MSFT) surged in pre-market trading on Thursday, climbing 8.41% to $556.38, after delivering a blockbuster fiscal FY25 Q4 earnings report that crushed Wall Street expectations and prompted major analyst upgrades.
Microsoft's annual cloud revenue hits $75B, profit beats expectations
Microsoft said Wednesday that annual revenue for its flagship Azure cloud computing platform has surpassed $75 billion, up 34% from a year earlier.
Microsoft Rides ‘AI Infrastructure Wave' as Cloud Services Demand Jumps
Microsoft ended its fiscal year with a blowout fourth-quarter performance, driven by demand for cloud and artificial intelligence (AI) services that led to a 34% increase in Azure's annual revenue to a record $75 billion. Enterprises accelerating their cloud migration as well as increased AI usage across Microsoft's cloud stack boosted the quarter.
Microsoft Corporation (MSFT) Q4 2025 Earnings Call Transcript
Microsoft Corporation (NASDAQ:MSFT ) Q4 2025 Earnings Conference Call July 30, 2025 5:30 PM ET Company Participants Amy E. Hood - Executive VP & CFO Jonathan Neilson - Vice President of Investor Relations Satya Nadella - Chairman & CEO Conference Call Participants Brent John Thill - Jefferies LLC, Research Division Karl Emil Keirstead - UBS Investment Bank, Research Division Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division Keith Weiss - Morgan Stanley, Research Division Mark L.
Compared to Estimates, Microsoft (MSFT) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Microsoft (MSFT) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Markets Sink on Powell Presser Message, Plus Earnings: MSFT, META & More
Once Fed Chair Powell started talking about using the Fed funds rate to thwart tariff-led inflation in the U.S. economy, and they all dropped significantly.
Microsoft Q4: Impressive, But I'm Pulling Back On My Bullishness (Downgrade)
Microsoft Corporation delivered exceptional Q4 earnings, with strong revenue and EPS beats, driven by robust cloud and AI growth. Despite outstanding fundamentals, the current ~$4 trillion valuation limits future annual returns to below 10%, reducing upside potential. High CapEx supports continued AI and cloud expansion, but the premium valuation already reflects these growth prospects.
Microsoft (MSFT) Q4 Earnings and Revenues Beat Estimates
Microsoft (MSFT) came out with quarterly earnings of $3.65 per share, beating the Zacks Consensus Estimate of $3.35 per share. This compares to earnings of $2.95 per share a year ago.
