Increasing its cloud capacity is key for Microsoft, as the company can’t currently meet all is AI demand due to a shortage of ...

Microsoft is heading into its earnings report this week facing what one analyst calls a "prove it" moment, with investors ...

MSFT heads into Q2 earnings with Azure projecting 37% cc growth as AI partnerships, Ignite launches and new infrastructure ...

--Microsoft's margins are likely to compress over the course of 2026 due to increased spending, Stifel analyst Brad Reback says. To offset that, the company will need its Azure product to grow faster ...

Microsoft CEO Satya Nadella is expected to discuss Azure growth, Copilot adoption and customer appetite for Defender, Purview and other security products during the Q2 earnings call.

The tech giant's cloud backlog is growing quickly, but can these catalysts live up to the software giant's huge AI-driven ...

Microsoft Corporation (NASDAQ:MSFT) could be getting a real Azure growth tailwind as its Fairwater AI data centers come online, according to a new note from UBS. UBS analyst Karl Keirstead said recent ...

Microsoft's Azure expansion, monetization of Copilot, and internal cost-saving innovations position it for headline beats and ...

Q2 earnings Jan 28 with 21% EPS growth expected. Azure drove 40% Q1 revenue increase. Stock trades 14% below highs at ...

Microsoft stock could be a leader in the AI space and Fourth Industrial Revolution, an analyst says ahead of Q2 results.

For the quarter, Microsoft is expected to report earnings per share (EPS) of $3.92 on revenue of $80.3 billion, according to ...