Last quarter (Q4 FY26): Revenue was $90 billion (+18%), Azure grew 43% → beat expectations and the stock surged immediately.
- This quarter’s guidance: Revenue $89.85–90.95 billion | Azure 44–45%
- Analyst consensus: Revenue ~$90.7 billion, EPS ~$4.72.
- Several major analysts (TD Cowen, BNP, Bernstein) have already forecast that Azure could reach 45–46%+.
Important context
There’s currently an “AI sell-off in Asia.” The market is worried about massive CapEx and unclear ROI. But Microsoft is different — it has a strong balance sheet, and Azure is already generating real revenue, not just hype.
Azure is the growth engine $MSFT As long as Azure stays above 45%, the overall results usually beat expectations too.
My take:
I’m going with YES — Microsoft is very likely to beat expectations again, especially on Azure. But the stock’s reaction may not be as dramatic as last quarter’s, because expectations are already high and sentiment around AI is poor.
Do you agree, or are you more cautious?
#EarningsSeason #BinancePick
- This quarter’s guidance: Revenue $89.85–90.95 billion | Azure 44–45%
- Analyst consensus: Revenue ~$90.7 billion, EPS ~$4.72.
- Several major analysts (TD Cowen, BNP, Bernstein) have already forecast that Azure could reach 45–46%+.
Important context
There’s currently an “AI sell-off in Asia.” The market is worried about massive CapEx and unclear ROI. But Microsoft is different — it has a strong balance sheet, and Azure is already generating real revenue, not just hype.
Azure is the growth engine $MSFT As long as Azure stays above 45%, the overall results usually beat expectations too.
My take:
I’m going with YES — Microsoft is very likely to beat expectations again, especially on Azure. But the stock’s reaction may not be as dramatic as last quarter’s, because expectations are already high and sentiment around AI is poor.
Do you agree, or are you more cautious?
#EarningsSeason #BinancePick