Azure posts quarterly revenue of $33.17B for the first time, up 48% YoY; shares rise about 3% overnight to $546: not chasing
What I saw:
Microsoft reported quarterly revenue of $92.28B and adjusted EPS of $4.89, both beating expectations. Azure growth accelerated from 42% to 48%, while commercial remaining performance obligations rose 73% YoY to $677B. Free cash flow remained positive at $18.6B (down 27% YoY), while a rival hyperscaler's FCF was deeply negative the same night. Shares closed at $531 yesterday, traded around $546 overnight, and briefly touched about $568 after hours.
My take:
Cloud and AI delivered on the numbers, but the overnight rally already priced in a lot of good news. I’m not chasing at these levels.
What I’m doing:
Not chasing. I’ll take another look if it holds around $550; a break below yesterday’s close of $531 would mean the rally failed.
Would you chase around $546? Chase / Don’t chase
$MSFT $NVDA
#微软财报能否兑现ai红利 #美股
What I saw:
Microsoft reported quarterly revenue of $92.28B and adjusted EPS of $4.89, both beating expectations. Azure growth accelerated from 42% to 48%, while commercial remaining performance obligations rose 73% YoY to $677B. Free cash flow remained positive at $18.6B (down 27% YoY), while a rival hyperscaler's FCF was deeply negative the same night. Shares closed at $531 yesterday, traded around $546 overnight, and briefly touched about $568 after hours.
My take:
Cloud and AI delivered on the numbers, but the overnight rally already priced in a lot of good news. I’m not chasing at these levels.
What I’m doing:
Not chasing. I’ll take another look if it holds around $550; a break below yesterday’s close of $531 would mean the rally failed.
Would you chase around $546? Chase / Don’t chase
$MSFT $NVDA
#微软财报能否兑现ai红利 #美股
