Microsoft reports fiscal first-quarter 2027 results on Oct. 28, and Azure growth is expected to accelerate to about 45% in constant currency, from 43% in the fourth quarter. Intelligent Cloud revenue was guided to $40.95 billion to $41.25 billion, or 33-34% growth, while quarterly capital expenditure is expected to exceed $50 billion, up from $41 billion. Demand still exceeds supply, although Microsoft added 31 data centers and another gigawatt of capacity in the fourth quarter. On AI, Microsoft Foundry reached 100,000 customers with revenue more than doubling, Microsoft 365 Copilot paid seats surpassed 30 million, and GitHub Copilot reached 50 million users. During the quarter, OpenAI's GPT-5.6 became generally available in Foundry, and Microsoft launched its India South Central region backed by a $20.5 billion India commitment.
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MSFT
▲ Likely positiveMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/26/2026 | 532.75 |
| Change that session | +1.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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