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Microsoft Forecasts Azure Growth Beat, Plans $190 Billion 2026 Capital Spending
En développement
Business·30.04.2026Résumé IA

Microsoft Forecasts Azure Growth Beat, Plans $190 Billion 2026 Capital Spending

Microsoft forecast Azure cloud sales growth of 39-40% for fiscal Q4, beating the 36.7% Wall Street estimate, and announced $190 billion in planned capital spending for 2026, far exceeding analyst forecasts of $150 billion. The company reported 40% Azure revenue growth in Q3 and revealed Copilot has grown to 20 million users from 15 million in January. Microsoft also added Anthropic's Claude to its cloud services and restructured its OpenAI deal, losing exclusive reselling rights while securing a 20% revenue cut through 2030.

E
Economic Times
Microsoft Shares Slip 3% Despite Q3 Beat, Azure Surges 40%
DERNIÈRE MINUTE
Business·29.04.2026Résumé IA

Microsoft Shares Slip 3% Despite Q3 Beat, Azure Surges 40%

Microsoft reported fiscal Q3 results beating expectations with EPS of $4.27 vs $4.06 expected and revenue of $82.89B vs $81.39B expected. Azure cloud services surged 40%, driving Intelligent Cloud segment to $34.68B. However, shares slipped 3% and are down 12% in 2026 amid concerns about AI investments not delivering results. The company announced retirements of Office leader Rajesh Jha and gaming chief Phil Spencer.

C
CNBC