Microsoft Corporation NASDAQ:MSFT Price, Chart, News & Insight

Microsoft Posts Strong FY27 Q1 as Azure Growth Accelerates and Cloud Backlog Surges

Microsoft (NASDAQ: MSFT) reported a strong fiscal first-quarter 2027, with revenue rising 19% year over year to $92.3 billion and results exceeding management’s expectations across revenue, operating income and earnings per share.

Operating income increased 21% to $45.9 billion, while GAAP net income rose 32% to $36.6 billion. Non-GAAP net income, which excludes the impact of Microsoft’s OpenAI investments, increased 18% to $36.4 billion. Adjusted diluted EPS rose 18% to $4.89.

Cloud and AI infrastructure remained the primary growth engines. Microsoft Cloud revenue jumped 30% to $63.9 billion, while Azure revenue increased 48%. Commercial remaining performance obligation surged 73% to $677 billion, providing substantial visibility into future contracted revenue.

Microsoft 365 commercial cloud revenue grew 18% on an adjusted basis, while consumer cloud revenue rose 17%. Search and advertising revenue excluding traffic acquisition costs increased 12%.

Consumer hardware remained the main weak area. Windows OEM and Devices revenue declined 22%, while Xbox content and services revenue fell 2%. Overall Devices and Consumer revenue decreased 3% to $15.5 billion.

The quarter reinforces Microsoft’s position as a major beneficiary of enterprise AI and cloud spending, with accelerating Azure growth and a rapidly expanding backlog outweighing continued weakness in devices and gaming. Microsoft returned $10.2 billion to shareholders through dividends and share repurchases during the quarter.

💬

Global Finance News 11-01-26

Microsoft, Marvell and Utimaco Launch Cloud-Scale Payment Security Platform

Microsoft, Marvell Technology and Utimaco introduced Azure Payment HSM v2, a new cloud-native payment security platform designed for banks, payment processors and other financial institutions operating regulated payment workloads.

The service combines Marvell’s LiquidSecurity hardware security modules, Utimaco’s Atalla Payments Module software and Microsoft Azure into a fully managed offering. It is designed to help customers secure payment transactions, protect cryptographic keys and meet PCI security, audit and compliance requirements without deploying or managing their own physical HSM infrastructure.

The platform targets growing demand for scalable payment infrastructure as transaction volumes, fraud risks and regulatory requirements increase. Marvell provides the cloud-scale hardware security layer, Utimaco supplies payment-focused cryptographic software, and Azure delivers the solution as a managed cloud service.

Azure Payment HSM v2 is available in public preview beginning September 17 in the Western U.S. and Western Europe.

For Marvell, the partnership broadens the use of its security hardware beyond traditional data-center infrastructure and into cloud-based financial services, an area where demand for secure, high-throughput payment processing continues to expand.

💬

The Investor 09-17-26

Microsoft Corp. on Tuesday announced that its board of directors declared a quarterly dividend of $0.98 per share, reflecting a 7 cent or 8% increase over the previous quarter’s dividend. The dividend is payable Dec. 10, 2026, to shareholders of record on Nov. 19, 2026. The ex-dividend date will be Nov. 19, 2026.

The Board of Directors of JPMorgan Chase & Co. (NYSE: JPM) declared a quarterly dividend of $1.65 per share on the outstanding shares of the common stock of JPMorganChase, an increase from the prior quarterly dividend of $1.50 per share. The dividend is payable on October 31, 2026, to stockholders of record at the close of business on October 6, 2026.

💬

WS Investor 09-16-26

Microsoft Stock Jumps 8.3% as Azure and AI Growth Power Strong Q4 Earnings

Microsoft shares surged 8.3% in premarket trading on Thursday after the company reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure growth and continued demand for artificial intelligence products.

Revenue rose 18% year-over-year to $90.0 billion, while operating income increased 18% to $40.6 billion. GAAP net income climbed 31% to $35.8 billion, and diluted earnings per share increased 32% to $4.81. On a non-GAAP basis, Microsoft earned $4.74 per share, up 23%.

## Azure Growth Accelerates

The strongest part of the report came from Microsoft’s cloud operations. Microsoft Cloud revenue increased 27% to $59.3 billion, while Intelligent Cloud revenue rose 32% to $39.3 billion.

Azure and other cloud services revenue jumped 43%, highlighting continued demand for cloud infrastructure and AI computing capacity. Microsoft also said annual Azure revenue surpassed $100 billion for the first time.

Commercial remaining performance obligations surged 84% to $678 billion, providing investors with greater visibility into future contracted revenue.

AI adoption also continued to expand. Microsoft 365 Copilot reached more than 30 million paid seats, strengthening the company’s position as one of the leading beneficiaries of enterprise AI spending.

## Consumer and Gaming Businesses Remain Weak

Growth was less consistent across Microsoft’s consumer businesses. More Personal Computing revenue declined 4% to $12.9 billion, as Windows OEM and Devices revenue fell 7% and Xbox content and services revenue dropped 10%.

However, investors largely overlooked those declines as the performance of Azure, Microsoft Cloud and AI-related products reinforced confidence in the company’s long-term growth outlook.

Microsoft returned $10.2 billion to shareholders through dividends and share repurchases during the quarter.

## What to Watch

The sharp premarket gain reflects strong investor confidence in Microsoft’s ability to convert heavy AI investment into revenue growth. Attention will now turn to management’s fiscal 2027 guidance, capital expenditure plans and comments on whether Azure growth can remain above 40% as demand for AI infrastructure continues to rise.

💬

European Investor 07-30-26

Microsoft Receives Fresh Wall Street Support as Analysts Reaffirm Bullish Ratings

Microsoft (MSFT) received another vote of confidence from Wall Street as both Cantor Fitzgerald and TD Cowen reiterated positive ratings on the stock, maintaining Overweight and Buy recommendations, respectively.

The analyst updates come despite Microsoft's shares trading roughly 15% below their highs reached last year. With price targets of $502 and $540, both firms continue to see substantial upside from the current share price near $427, reflecting confidence in the company's long-term growth trajectory.

Analysts remain particularly optimistic about Microsoft's leadership in artificial intelligence, cloud computing, and enterprise software. The company continues to benefit from strong demand for Azure cloud services, expanding adoption of AI-powered Copilot products, and its strategic partnership with OpenAI.

While some technology stocks have recently faced profit-taking pressure, Microsoft's diversified business model and strong cash generation continue to make it one of Wall Street's favorite large-cap technology names. The reaffirmed ratings suggest analysts believe the recent pullback from previous highs has not altered the company's long-term investment case.

With AI investment continuing to accelerate across industries, analysts expect Microsoft to remain one of the primary beneficiaries of the ongoing digital transformation and artificial intelligence spending cycle. The latest rating reiterations reinforce the view that Wall Street remains highly confident in Microsoft's ability to deliver sustained earnings growth in the years ahead.

💬

WS Investor 06-04-26

Microsoft Reports 17% Revenue Growth in Fiscal Q2 2026, Cloud Tops $50 Billion

Microsoft posted revenues of $81.3 billion for its fiscal second quarter ended December 31, 2025, up 17% year over year. Operating income rose 21% to $38.3 billion, while GAAP net income jumped 60% to $38.5 billion, partly reflecting gains from its OpenAI investment. On a non-GAAP basis, net income grew 23% to $30.9 billion. Diluted EPS came in at $5.16 on a GAAP basis. Microsoft Cloud revenue crossed $50 billion for the quarter, underscoring strong demand across the company's portfolio. CEO Satya Nadella noted that Microsoft's AI business has already grown larger than some of its most established franchises.

Source: Microsoft Corp. Earnings Release, January 28, 2026

💬

Global Finance News 04-29-26

Microsoft Corp. on Tuesday announced that its board of directors declared a quarterly dividend of $0.91 per share. The dividend is payable June 11, 2026, to shareholders of record on May 21, 2026.

💬

The Investor 03-11-26

Tech stocks today: Nvidia stock rises as guidance signals AI boom alive and well

All eyes are on Nvidia's fourth quarter results, due after the closing bell on Wednesday, as AI concerns continue to grip markets.

(finance.yahoo.com)

💬

WS News 02-26-26

CrowdStrike (NASDAQ: CRWD) and Microsoft (NASDAQ: MSFT) have expanded their strategic alliance to make the CrowdStrike Falcon platform available on Microsoft Marketplace, allowing customers to purchase it using their existing Microsoft Azure Consumption Commitment funds.

The move enables organizations to apply pre-committed Azure cloud spending toward Falcon’s AI-native cybersecurity platform, simplifying procurement, consolidating billing, and accelerating deployment across endpoints, cloud workloads, identity, AI, and data environments.

By aligning security purchases with cloud budgets, the partnership reduces procurement friction and helps customers optimize cloud spend while strengthening security posture. Industry analysts note that transacting Falcon through Azure Marketplace can accelerate deal velocity and streamline the path from agreement to deployment.

The Falcon platform is immediately available via Microsoft Marketplace with full Azure Consumption Commitment eligibility.

Source: Business Wire

💬

Global Finance News 02-18-26

Azure vs AWS vs Google Cloud: Who Wins the AI Race in 2026?

Uncover insights on Azure vs AWS vs Google Cloud: Who Wins the AI Race in 2026? Discover the leaders in AI technology.

(thesmartinvestor.com.sg)

💬

European Investor 02-12-26

NASDAQ:MSFTFollow

Tech stocks today: Nvidia stock rises as guidance signals AI boom alive and well

Azure vs AWS vs Google Cloud: Who Wins the AI Race in 2026?

NASDAQ:MSFT