#CanMicrosoftDeliverOnAI
☁️ Microsoft's Real Bar Tonight: Azure at 47%, Not 45%
📅 Microsoft reports fiscal Q1 after today's US close, call at 5:30 PM ET
📊 Consensus: EPS about $4.72 on revenue near $90.7B
🎯 Microsoft guided Azure to 44%-45% growth in constant currency
⚠️ Morgan Stanley says investors want about 47%, and Visible Alpha's survey sits at 47.7% (via Reuters)
💸 Capex is expected to top $50B this quarter
📈 Options price in a move of roughly 5% either way after the report
🔍 On Kalshi, "OpenAI" is a 96% favorite to be said on the call
What it means for crypto: $BTC near $80.5K has moved with tech risk appetite. A clean Azure beat could support sentiment, while a beat that misses the higher bar could weigh on risk assets the same night as the Fed.
Can Microsoft beat its own guide and still disappoint? 👇
$BTC $ETH
#CanMicrosoftDeliverOnAI #CryptoNews #Microsoft #EarningsSeason
☁️ Microsoft's Real Bar Tonight: Azure at 47%, Not 45%
📅 Microsoft reports fiscal Q1 after today's US close, call at 5:30 PM ET
📊 Consensus: EPS about $4.72 on revenue near $90.7B
🎯 Microsoft guided Azure to 44%-45% growth in constant currency
⚠️ Morgan Stanley says investors want about 47%, and Visible Alpha's survey sits at 47.7% (via Reuters)
💸 Capex is expected to top $50B this quarter
📈 Options price in a move of roughly 5% either way after the report
🔍 On Kalshi, "OpenAI" is a 96% favorite to be said on the call
What it means for crypto: $BTC near $80.5K has moved with tech risk appetite. A clean Azure beat could support sentiment, while a beat that misses the higher bar could weigh on risk assets the same night as the Fed.
Can Microsoft beat its own guide and still disappoint? 👇
$BTC $ETH
#CanMicrosoftDeliverOnAI #CryptoNews #Microsoft #EarningsSeason
