Microsoft’s Azure cloud platform passed $100 billion in revenue for the first time in fiscal 2026, according to CEO Satya Nadella, and Azure revenue grew 43% in fiscal Q4 2026. Commercial remaining performance obligation rose 84% to $678 billion, and Microsoft 365 Copilot topped 30 million paid seats. Profits kept pace, with revenue and operating income both up 18% in the quarter, and non-GAAP EPS of $4.74 rose 23% after excluding gains tied to the OpenAI stake. The main concern is spending: capital expenditures reached $35.8 billion in fiscal Q4 versus $17.1 billion a year earlier, and $115.9 billion for the full year, up from $64.6 billion. Personal Computing revenue fell 4%, with Xbox content and services down 10%.
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Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/13/2026 | 543.45 |
| Change that session | +0.43% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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