Microsoft reported Q4 EPS $4.81 vs street $4.24 and $3.65 a year earlier. Revenue was $90.0 bln vs $87.6 bln expected, up 18% YoY. Azure revenue for the quarter was $39.3 bln, up 43% YoY (expected +40%); CEO Nadella said Azure annual revenue has topped $100 bln. Microsoft said Microsoft 365 Copilot paid seats exceed 30 mln and paid AI users have grown. Investors remain focused on whether data-center spending will produce returns. Shares rose about 4% in after-hours trading; stock is down roughly

2026-07-30

Microsoft reported Q4 EPS $4.81 vs street $4.24 and $3.65 a year earlier. Revenue was $90.0 bln vs $87.6 bln expected, up 18% YoY. Azure revenue for the quarter was $39.3 bln, up 43% YoY (expected +40%); CEO Nadella said Azure annual revenue has topped $100 bln. Microsoft said Microsoft 365 Copilot paid seats exceed 30 mln and paid AI users have grown. Investors remain focused on whether data-center spending will produce returns. Shares rose about 4% in after-hours trading; stock is down roughly 18% year-to-date.