Microsoft, Q4 and The Stock
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Microsoft's Azure cloud business grew 43% last quarter — well past its own forecast — and topped $100 billion in annual revenue for the first time.
Microsoft just posted its biggest single-day market cap gain on record, yet the stock remains in the red for the year while analyst price targets range from modest recovery to nearly double from here.
Azure just crossed a milestone that the bears said was years away, and Microsoft shares are reacting in a way that's putting pressure on every other cloud name heading into a pivotal week of earnings.
Fueled by massive enterprise AI adoption, Microsoft Azure hits $100B in annual revenue while Xbox works through a brand reset.
Azure and other Microsoft cloud services were disrupted for five hours when IP routes were accidentally removed from networking equipment.
It may feel like AI is dominating the conversation, but AI is nowhere near dominating the Microsoft business. That day will come, of course, just like it did for cloud computing.
Microsoft's Cosmos DB is a NoSQL database in the Azure cloud. Microsoft uses it itself for services such as Entra ID, Teams, or Copilot. IT researchers have discovered vulnerabilities that potentially made all these databases accessible.
Microsoft Corporation faces AI CAPEX-driven margin pressure and FCF compression; valuation offers little safety. Click for this MSFT earnings preview.