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Microsoft (MSFT) provides guidance:

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Microsoft issued strong Q1 revenue guidance exceeding expectations, driven by accelerating Azure growth, despite forecasting record capital expenditures above $50 billion to support its long-term AI and cloud infrastructure expansion.

News detail

Sees Q1 rev. USD 89.85bln-90.95bln (exp. 89.5bln). Sees Q1 Azure and other cloud services revenue growth in H1 to accelerate compared to the prior half. Sees Q1 Intelligent Cloud revenue USD 40.95bln-41.25bln. Sees Q1 More Personal Computing revenue is at USD 12.2bln-12.7bln. Sees Q1 Productivity and Business Processes revenue of USD 36.7bln-37.0bln. Sees Q1 capital expenditures to be over USD 50bln. Sees FY27 total revenue to grow double digits. Sees FY27 capex expected to grow Y/Y.

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