I think Microsoft is going to beat expectations this quarter — and not just barely.
Azure is still running full steam. In the most recent reported quarter (Q4 FY2026, ended June 2026), Azure + other cloud services grew 43%. Demand for cloud capacity tied to AI workloads hasn’t really cooled the way a lot of people expected. Companies keep expanding because falling behind on AI isn’t an option for most of them right now.
Copilot is also starting to look more commercial. Microsoft reported more than 30 million paid Microsoft 365 Copilot seats at the end of FY2026. We’re past the heavy pilot phase — more organizations are actually rolling it out at scale and paying for it, so it should begin showing up more clearly in the numbers.
Put those two together and Microsoft looks better positioned than the market is currently giving it credit for.
I’m expecting another strong Azure print and constructive commentary on the AI side. In this market, that kind of result still tends to get rewarded pretty quickly.
I’m bullish on the stock after earnings. If they deliver on the AI story and guidance stays constructive, $MSFT should move higher in the days following the report.
#EarningsSeason
#BinancePick
$MSFT
Azure is still running full steam. In the most recent reported quarter (Q4 FY2026, ended June 2026), Azure + other cloud services grew 43%. Demand for cloud capacity tied to AI workloads hasn’t really cooled the way a lot of people expected. Companies keep expanding because falling behind on AI isn’t an option for most of them right now.
Copilot is also starting to look more commercial. Microsoft reported more than 30 million paid Microsoft 365 Copilot seats at the end of FY2026. We’re past the heavy pilot phase — more organizations are actually rolling it out at scale and paying for it, so it should begin showing up more clearly in the numbers.
Put those two together and Microsoft looks better positioned than the market is currently giving it credit for.
I’m expecting another strong Azure print and constructive commentary on the AI side. In this market, that kind of result still tends to get rewarded pretty quickly.
I’m bullish on the stock after earnings. If they deliver on the AI story and guidance stays constructive, $MSFT should move higher in the days following the report.
#EarningsSeason
#BinancePick
$MSFT