| MSFT |
Report |
Revenue |
IN-LINE |
pred ~$88.30B vs. cons $87.71B |
MEDIUM |
| MSFT |
Report |
Azure CC growth |
BEAT |
pred ~40.2% vs. cons 39.73% |
MEDIUM |
| MSFT |
Report |
Capex incl. finance leases |
BEAT |
pred ~$42.9B vs. cons $42.37B |
MEDIUM |
| MSFT |
Guide |
Q1 FY27 revenue |
UNCHANGED |
guide midpoint ~$89.6B vs. cons $89.97B |
MEDIUM |
| MSFT |
Guide |
Q1 FY27 Azure CC growth |
LOWER |
guide ~40.0% vs. cons 40.92% |
MEDIUM |
| MSFT |
Guide |
Calendar-2026 CapEx |
UNCHANGED |
reiterate roughly $190B vs. cons UNVERIFIED |
LOW |
| MSFT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| MSFT |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — lower Q1 Azure guide drives estimate pressure |
MEDIUM |