On its fiscal first-quarter 2027 earnings call on Oct. 28, 2026, Microsoft said Microsoft Cloud revenue surpassed $63 billion, up 30% year over year. Management highlighted a shift from fixed per-seat subscriptions to consumption billing for autonomous Copilot agents, with customers consuming credits up over 75% in the quarter, Foundry revenue more than tripling on GPU efficiency gains, and first-party MAI models aiming to match frontier performance within 3 to 6 months at a fraction of the training cost. Microsoft added 24 data centers across 5 continents and cut dock-to-live times for new GB300s by about 20% quarter over quarter, while planning $170 billion in annual capital expenditure. Management said it has never been more confident in the long-term returns on its investments.
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Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/28/2026 | 530.83 |
| Change that session | -0.09% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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