Microsoft’s Strong Q4 Performance
Microsoft (NASDAQ: MSFT) reported fiscal Q4 earnings on [date not specified], achieving revenues of $76.4 billion—an 18% increase year-over-year—surpassing expectations of $73.8 billion. The company’s market capitalization exceeded $4 trillion for the first time, with shares rising 5.2% as of 9:49 a.m. ET.
Segment Growth
The company’s intelligent cloud segment, including Azure, saw 26% growth to $29.9 billion, while productivity and business processes revenues increased 16% to $33.1 billion. More personal computing revenues rose 9% to $13.5 billion. Operating income reached $34.3 billion, up 23%, and earnings per share were $3.65, exceeding the consensus estimate of $3.38.
Future Outlook
CEO Satya Nadella indicated strong growth in AI and cloud services continues, with Azure surpassing $75 billion in revenue, a 34% increase. Microsoft expects double-digit revenue growth in fiscal 2026, benefiting from its diversified portfolio which positions it well for the ongoing AI boom.