Microsoft Corp. (MSFT)
Microsoft: Everyone Sees CapEx, Few See The Strength In AI Growth
Rising AI infrastructure investments are pressuring Microsoft Corporation's free cash flow but reflect a strategic shift toward long-term growth rather than weakening fundamentals. MSFT delivered strong double-digit growth with accelerating AI-driven cloud demand, reinforcing the strength of its core business despite market concerns. While CapEx dominates the MSFT narrative, the market is underestimating the durability and monetization potential of Microsoft's AI growth engine, supporting a continued Strong Buy thesis.
Microsoft Is All-In on Agentic AI and Vibe Coding Now That It's 'Working'
Charging for AI usage is becoming more important than charging for access.
Microsoft Q3: 30% Discount Happens Rarely, I'm Buying
Microsoft Corporation delivered its eighth consecutive record quarter, driven by rapid AI adoption and robust cloud growth. MSFT's Q3 revenue reached $82.9B (+18% YoY), with Microsoft Cloud at $54.5B (+29%) and AI revenue annualizing over $37B (+123%). Despite elevated CapEx ($32B this quarter, $190B FY), MSFT maintains strong operating execution and expects higher margins for FY26.
Microsoft: The Best AI Bet Post Earnings
Microsoft Corporation delivered a robust quarter with revenue up 18.3% Y/Y to $82.89B and Azure growth accelerating to 40%. MSFT's $627B remaining performance obligation and aggressive CapEx plan underpin a durable AI-driven growth thesis, despite near-term margin headwinds. Restructuring with OpenAI eliminates a major margin drag and enables MSFT to pursue a multi-model AI strategy, enhancing long-term competitiveness.
Microsoft Stock Slides After Earnings. What Overshadowed Strong Cloud Growth.
Microsoft posted adjusted earnings of $4.27 a share on revenue of $82.9 billion, exceeding Wall Street estimates on both metrics.
Microsoft stock: is post-earnings pullback last chance to buy cheap?
Microsoft stock (NASDAQ: MSFT) delivered another strong quarter on Wednesday, beating Wall Street's earnings estimate and showing that demand for its AI products is still running hot. Diluted earnings came in at $4.27 a share, above the $4.07 consensus, while Azure and other cloud services revenue rose 40% year over year.
Satya Nadella says he's ready to ‘exploit' the new OpenAI deal
Microsoft CEO Satya Nadella was asked point-blank by a Wall Street analyst on Wednesday how its revised OpenAI partnership would impact Microsoft's financials.
Microsoft (MSFT) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Microsoft (MSFT) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
AI Is Fueling Microsoft's Growth. Can It Sustain the Costs?
Microsoft is taking a platform approach to artificial intelligence. During the tech giant's third quarter 2026 earnings call Wednesday (April 29), leadership laid out their bet that in the agentic computing era, value is most likely to accrue to ecosystems rather than standalone products.
Microsoft says it has over 20M paid Copilot users, and they really are using it
Despite the lingering perception that no one really uses Copilot, Microsoft said Wednesday that its user base and engagement are growing for the AI tool that's baked into M365 apps like Word, Excel, and Outlook email.
Microsoft expects headcount to decrease in coming quarters
Microsoft reported quarterly results on Wednesday. The company said it expects headcount to decrease in its next fiscal year.
Microsoft (MSFT) Beats Q3 Earnings and Revenue Estimates
Microsoft (MSFT) came out with quarterly earnings of $4.27 per share, beating the Zacks Consensus Estimate of $4.07 per share. This compares to earnings of $3.46 per share a year ago.
