[MSFT 27년 1분기] 실적 브리핑

2026년 10월 29일 오전 08:2911분

핵심 요약

Microsoft Cloud revenue surpassed $63 billion with growth accelerating to 30% year over year.
Azure revenue increased 48% driven by Foundry and improved CPU monetization, beating market expectations.
Capital expenditures reached $45.2 billion in Q1, with annual capital spending projected around $170 billion.
Commercial remaining performance obligation grew 73% year over year to $677 billion, signaling strong long-term demand.
Windows OEM and devices revenue decreased 27% due to Windows 10 end-of-support comparison and elevated channel inventory.