| MSFT |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$4.28 vs. cons $4.17 |
MEDIUM |
| MSFT |
Report |
Azure and other cloud services growth (constant currency) |
BEAT |
pred ~41.0% vs. cons 39.8% |
MEDIUM |
| MSFT |
Report |
Total revenue |
IN-LINE |
pred ~$88.10B vs. cons $87.55B |
MEDIUM |
| MSFT |
Guide |
FY27 Q1 Azure and other cloud services growth (constant currency) |
BETTER |
guide ~41.0% vs. cons 40.0% (FY27 Q1) |
MEDIUM |
| MSFT |
Guide |
FY27 Q1 total revenue |
BETTER |
guide ~$95.90B vs. cons $94.80B (FY27 Q1) |
MEDIUM |
| MSFT |
Guide |
Calendar-2026 capital expenditures and finance leases |
LOWER |
guide ~$195.0B vs. cons $190.1B (CY2026) |
MEDIUM |
| MSFT |
Guide |
FY27 Q1 Microsoft Cloud gross margin |
LOWER |
guide ~63.5% vs. cons 64.0% (FY27 Q1) |
MEDIUM |
| MSFT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| MSFT |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Azure growth pred ~41.0% versus cons 39.8% and EPS pred ~$4.28 versus cons $4.17 should initially outweigh capex anxiety, but a CY2026 capex guide near ~$195.0B versus cons $190.1B plus cloud-margin guide near ~63.5% versus cons 64.0% limits FY27 free-cash-flow and margin upside; estimate revisions should moderate after the initial beat. |
MEDIUM |