| MSFT |
Report |
Revenue |
IN-LINE |
pred ~$88.15B vs. cons $87.67B |
MEDIUM |
| MSFT |
Report |
Adjusted EPS |
BEAT |
pred ~$4.31 vs. cons $4.24 |
MEDIUM |
| MSFT |
Report |
Azure constant-currency growth |
BEAT |
pred ~41.0% vs. cons 40.0% |
MEDIUM |
| MSFT |
Guide |
Total revenue |
UNCHANGED |
guide ~$91.8B vs. cons $91.45B (FY2027 Q1) |
MEDIUM |
| MSFT |
Guide |
Azure constant-currency growth |
BETTER |
guide ~41.5% vs. cons 41.0% (FY2027 Q1) |
MEDIUM |
| MSFT |
Guide |
Capital expenditures |
UNCHANGED |
guide ~$220B vs. cons $220B (FY2027) |
LOW |
| MSFT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| MSFT |
Return |
5-day cumulative residual |
+1.8% (FADE) |
The initial Azure beat and relief from no material capex increase support day one, but roughly $220B of FY2027 capex keeps depreciation and free-cash-flow estimates constrained. Modest EPS revisions provide limited out-period upside, causing part of the initial gain to fade. |
LOW |