Headquartered in Redmond, WA Fiscal year ends June NASDAQ: MSFT microsoft.com
Microsoft builds AI-powered platforms, tools, and services for consumers, businesses, and governments. Beginning in fiscal 2027 it reports two segments.
Agents and Infra is the dominant segment. It includes:
- the Azure cloud and AI infrastructure platform;
- Microsoft 365 commercial and consumer cloud productivity subscriptions;
- productivity and server licensing;
- industry solutions;
- frontier and support services.
Devices and Consumer includes:
- search and advertising;
- Xbox gaming content, services, and hardware;
- Windows OEM licensing and devices.
The company's Microsoft Cloud offerings generate a large and growing share of revenue, backed by a substantial commercial remaining performance obligation. Microsoft is investing heavily in data center and AI infrastructure to meet demand for AI and agent workloads, and it holds an investment in OpenAI that materially affects reported GAAP earnings. Its stated mission is to empower every person and every organization on the planet to achieve more, with a focus on making AI broadly available and responsible. Updated
The growth is real but so is the bill: capital spending on property and equipment hit $39.4 billion in the quarter, more than double a year ago. Azure revenue grew 48%, beating expectations on both earnings and revenue.
SPYheating up fast
Retail traders are piling into the broad index bet, with 454 comments on the S&P 500 tracker topping every single stock today. Chipmaker chatter stays bullish, while the mood on the software giant and the EV maker has turned bearish and the iPhone maker splits the room.
Source: RedditA three-year data retention and handover mandate forces Apple and Microsoft to either comply with Russian security agencies or face another market exit, a privacy-brand risk that travels far beyond Russia.
JUST IN: Russia places Apple & Microsoft on its state surveillance registry, requiring them to retain users' data for up to 3 years & provide it to security agencies upon request.
The bull case for data centers today rested on financing rather than profits, and Cramer wants to hear a customer say the chips are minting money before calling it clear. He expects Meta's at-the-market selling to weigh on the stock as supply hits at the wrong moments, with borrowing costs into a Fed decision the swing factor for everything levered to the buildout.
Microsoft is the loudest name on Reddit today with 363 comments, and the mood there is bearish heading into big-tech earnings season. Nvidia is the one heating up, while traders are souring on Reddit's own stock.
Source: RedditThe call that matters for holders here is supply: Cramer argues the equity and debt markets are nearly tapped out after Meta, Alphabet and SpaceX raisings, with Anthropic's S1 now in line. He stops short of calling a top while pushing for buybacks and takeovers over further deals, favoring staged buying in Applied Materials and patience on Moderna.
Enterprise compliance is deciding who wins government AI seats, and Microsoft is the default beneficiary in Sweden. Watch whether other EU states copy the single-vendor approach.
BREAKING: Sweden's government blocked ChatGPT and Claude on staff computers🇸🇪 Microsoft Copilot is now the only approved AI, which relies on ChatGPT and Claude anyway
Three of the biggest AI spenders rebranding the pitch in the same earnings week is a signal about how they plan to justify the next capex cycle.
Artificial intelligence is out. Super intelligence is in. In earnings releases this week, $MSFT, $META, and $IBM all ditched AI for SI. 🧐 https://t.co/fuTWChhXk2
The dismissal removes a key-man overhang at OpenAI, and Microsoft is the public proxy for that stake.
$MSFT - US JUDGE DISMISSES CIVIL SEXUAL ABUSE LAWSUIT AGAINST OPENAI CEO SAM ALTMAN FILED BY HIS SISTER
Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.
Last 10 Years... NVIDIA $NVDA: +13,127% Bitcoin $BTC: +12,645% $AMD: +7,733% Tesla $TSLA: +2,607% Apple $AAPL: +1,177% Microsoft $MSFT: +938% Google $GOOGL: +755% Amazon $AMZN: +509% Meta $META: +460% S&P $SPY: +319% Gold $GLD: +220% US Inflation: +39% US Bonds $AGG: +14%
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Microsoft builds AI-powered platforms, tools, and services for consumers, businesses, and governments. Beginning in fiscal 2027 it reports two segments.
24/7 Wall St.'s 12-month price target for MSFT is $630.31, rated Buy. The Wall Street consensus target is $603.43. MSFT price prediction →
