The author says they bought more Microsoft shares after the October 28 earnings report, which showed fiscal first-quarter revenue of $92.28 billion, up 18.8%, and Microsoft Cloud revenue of $63.9 billion, with Azure up 48%. Non-GAAP EPS of $4.89 beat the $4.72 consensus, the sixth straight beat, and commercial remaining performance obligations rose 73% to $677 billion, with CFO Amy Hood saying customer demand exceeds available supply. The main risk the author watches is spending: capital expenditures rose 102.99% to $39.37 billion, cash fell 29.70%, and fiscal 2026 free cash flow slipped 6.46% to $66.99 billion. The author prefers Microsoft over Alphabet and Amazon for its cash flow and dividend, and plans to hold through the decade-long AI adoption cycle.
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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 10/29/2026 | 530.43 |
| Change that session | -0.11% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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