Quick Read – Azure crossed $100 billion in annual revenue and guided 45% growth next quarter, while Microsoft 365 Copilot surpassed 30 million paid seats. – MSFT beat non-GAAP EPS estimates by 12% for the fifth straight quarter as Amy Hood trimmed capex guidance to $175 billion,…
nding shares up 15%. – Free cash flow fell 23% as capex doubled, but $678 billion in signed customer commitments and 50x interest coverage justify absorbing the spend. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn’t make the cut. Grab the names FREE today
I bought more Microsoft (NASDAQ:MSFT) the morning after fiscal Q4 landed, and I would hit the button again tomorrow. This is a position I keep adding to, and the July 29, 2026 report is exactly why. Investors walked in braced for a capex figure that would blow the model up.
CFO Amy Hood did the opposite. She revised calendar capex guidance down to roughly $175 billion from whisper numbers near $190 billion. The stock rose 15.51% in one session.