Microsoft earnings: Azure and the cloud in focus
Microsoft reports its quarterly results with its Azure cloud division as the centerpiece. The market expects earnings per share of $4.72 and revenue of $90.625 billion, and estimates that AI will contribute directly 27.04% to Azure's growth. The company expects a gross margin close to 67%. Its shares trade around $531 and are up 9.8% since the start of 2026, with a market capitalization close to $3.95 trillion.
In 30 seconds
- The market expects EPS of $4.72 and revenue of $90.625 billion
- Analysts estimate AI will contribute 27.04% to Azure's growth
- Microsoft expects a gross margin close to 67% despite heavy capital spending
IASummary generated by artificial intelligence from a story by XTB.com. It may contain errors: the original source prevails.




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