Key Points
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Microsoft Azure’s cloud revenue surpassed $100 billion for the first time, marking a 41% increase from the previous fiscal year, driven by significant investments in AI.
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The company’s free cash flow remained strong at $19.6 billion in Q4 2026, despite a $175 billion investment in capital expenditures for the fiscal year.
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Investors reacted positively, resulting in an 18% surge in Microsoft’s shares over a week and a 29% rise over the past month.
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