Microsoft's forecast on revenue and operating margin was light, but the company sees $190 billion in 2026 capital spending, ...

Microsoft has raised its 2026 capital expenditure forecast to $190 billion, 23% above analyst expectations, citing surging memory costs tied to AI growth. The jump has intensified scrutiny of cloud ...

Microsoft's Azure cloud business accelerated in the March quarter, growing 40% and topping the company's own forecast, giving ...

Microsoft delivered a surprise pickup in Azure revenue growth when it posted March-quarter results on Wednesday afternoon.

Microsoft has projected stronger-than-expected growth for its Azure cloud business, signaling continued momentum in the ...

Microsoft CEO Satya Nadella and CFO Amy Hood should discuss Azure growth, Copilot usage, memory costs and OpenAI during Q3 ...

Microsoft forecast Azure cloud revenue growth of 39%–40% for its fiscal fourth quarter, exceeding Wall Street estimates, and announced a record $190 billion in 2026 capital spending. The investment ...

Microsoft on Wednesday forecast that sales at its Azure cloud business would beat Wall Street estimates, and the software ...

Microsoft expects revenue growth for Azure to be 30% to 31% in constant currency during the current quarter. That compares with 31% in the latest period. "Growth will be driven by our Azure ...

Microsoft forecast second-quarter Azure revenue growth of 31% to 32% Capital expenditures rose 5.3% to $20 billion Quarterly earnings are first since company restructured business reporting Oct 30 ...