$MSFT Microsoft Q4 Earnings
- EPS $4.81
- Adjusted EPS $4.74, est. $4.25
CAPEX including leases $41b, est. $42.05b
CAPEX $35.80B, est. $35.22B
- Revenue $90.01B, est. $87.72B
- Operating income $40.60B, est. $39.02B
- Cloud revenue $59.3B, est. $58.71B
- Intelligent Cloud revenue $39.31B, est. $38.17B
- Azure & other cloud revenue ex-FX +43%, est. +39.6%
- $3.2B gain from Anthropic investment in 4Q
- Azure revenue surpassed $100b
- 365 consumer cloud revenue increased 24%
- 365 Copilot reached over 30m paid seat