🖥️ Portfolio 4 (Not listed on Blossom) 📈 MARKET REACTION: $MSFT🔺14% (double beat + stable Capex) 🥊 NON-GAAP DILUTED EPS BEAT: $4.74 vs $4.24 estimate (🔺 23% YoY) 💵 REVENUE BEAT: $90.01B vs $87.61B estimate (🔺18% YoY) 💰 GAAP NET INCOME: $35.8B (🔺31% YoY) 💸 OPERATING INCOME: $40.6B (🔺18% YoY) 🦾 SEGMENT REVENUE STRENGTH: ☁️ Microsoft Cloud🔺27% 💻 Azure🔺43%—surpassed $100B for the first time in company history🥇 🤖 AI MONETIZATION: Microsoft 365 Copilot paid seats surge past 30 million accounts! 📢 DEMAND SIGNAL: Cloud and AI infrastructure 🏗️ CAPITAL EXPENDITURE (CAPEX): $41B vs $42.37B estimates 🔭 Q1 FY2027 REVENUE GUIDANCE: $89.85B - $90.95B range 💬 $MSFT dropped a top-tier performance and raised the bar by maintaining Capex stability! Hit the link to stay in the loop!👇 🌼 https://link.blossomsocial.com/7uYa/un220b84 ℹ️ www.microsoft.com/en-us/Investor/earnings/FY-2026-Q4/press-release-webcast ℹ ca.investing.com/news/earnings/microsoft-beats-on-profit-and-revenue-shares-rise-after-hours-4761630
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1 Comments
Tim McCarthy
@tmccart1 · 3mo
This tide raises all boats 🚢
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