See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
MSFTsoftwarecloud computingearningscybersecurity
Open a keyword to see other news on the same topic.
Related tickers and likely impact
MSFT
▼ Likely negativeMicrosoft
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.
Related news
- Microsoft (MSFT): Can Security Bundles Generate More Profit per Customer?
Microsoft's new E7 suite bundles productivity, AI, identity and security tools for $99 per user per month, which undercuts buying the components separately. Because Microsoft already manages customers' email, identities and devices, replacing those interconnected systems takes time, supporting retention. In the fourth quarter of fiscal 2026, Microsoft 365 commercial cloud revenue rose 14% against 6% paid-seat growth, with management crediting Copilot, E5 and early E7 adoption. Rival identity-security partnerships and discounts could still pressure results. Microsoft's forward P/E was 25x in September, below 33x at the June 2025 fiscal year-end, but management expects higher capital spending and a slightly lower operating margin, so sales growth must offset lower profit per dollar of revenue.
- Key Takeaways From Microsoft and ServiceNow Earnings
In the discussion on Bloomberg The Close, the speakers said Microsoft performed fairly well in both cloud and capital spending, so they were unsure why its shares had fallen. For ServiceNow, next-quarter guidance on commercial remaining performance obligations looked light after about 21% growth this quarter, with acquisitions over the past 12 months possibly contributing. Microsoft's M365 commercial cloud growth of about 18 to 19% accelerated, largely tied to paid Copilot seats, though the speakers had not seen paid Copilot figures in the results. Microsoft, Alphabet and Amazon each have backlogs above 500 billion dollars, and Microsoft said about one-third of its backlog would flow through over the next several quarters. The speakers also noted that RPO declined by 1 billion sequentially.
- Microsoft Poised for Largely In-Line Quarterly Earnings Amid Azure Strength, BofA Says
- Telesign Partners With Microsoft to Become Key Authentication Provider
Telesign, a Proximus Global company, is expanding its collaboration with Microsoft to become a key authentication provider on the Microsoft Security Store, offering SMS and voice verification. The move comes as Microsoft shifts toward passkeys as its default authentication method. Customers that want to keep using SMS, one-time passwords or voice authentication in Microsoft Entra ID must select a third-party provider through the store before 1 February 2027. The offering can be bought directly through the store and billed on existing Azure invoices, building on a 13-year relationship between the two companies.
- Semperis Deepens Microsoft Security Collaboration, Integrating the Lightning Platform with Microsoft Sentinel and Security Copilot
Semperis announced on October 26, 2026 a deeper collaboration with Microsoft, as its Lightning Platform integrates with Microsoft Sentinel and Security Copilot. The integration uses Microsoft-native components such as Azure Functions, Log Analytics tables, KQL and MCP to bring identity context, including attack paths, Tier 0 exposure, posture indicators and hybrid identity telemetry, into Sentinel. Security teams can therefore query and act on identity risk without leaving the Microsoft environment. Semperis has also built custom Security Copilot agents that use KQL over Lightning tables to return risk and posture summaries and identify exposed paths, and these agents can be published on the Microsoft Security Store. The collaboration builds on Semperis' membership in the Microsoft Intelligent Security Association and its designation as a Microsoft Certified Security Software vendor. CEO Mickey Bresman said security teams need identity context within the tools they already use.
- Copilot Readiness Assessments Help Regulated Organizations Check Sensitive File Access
According to a press release from eSoftware Associates (ESW), Microsoft began rolling out a Microsoft Purview data loss prevention control for Microsoft 365 Copilot in its government clouds in June 2026, blocking responses when a prompt pulls in sensitive data. The control works on top of existing access permissions, so Copilot can still surface content a signed-in user is allowed to open, including files shared more broadly than intended. ESW advises regulated organizations to pair a readiness assessment, a free five-minute diagnostic across six areas that produces a prioritized 90-day plan, with a review of actual access in Microsoft 365. Priority checks include sensitive files shared org-wide, finished project sites, and guest accounts from past vendors.
Related markets
Latest news
- Microsoft beat estimates while Google looks at a value hit, and rising risks at Nvidia
The 8:30 show covers the day's top stories, including earnings from Microsoft (MSFT) and Alphabet (GOOGL)(GOOG), mounting risks at Nvidia (NVDA), and the new touchscreen laptop Apple (AAPL) just debuted.
- European Central Bank keeps key interest rate on hold at 2.5%
The European Central Bank held its deposit facility rate at 2.5% on Thursday, as expected, after a 25 basis point hike in September, even though euro zone headline inflation rose to 3.8% last month, the highest since September 2023. The Governing Council said rising energy prices pose upside risks to inflation and downside risks to growth, while underlying inflation and wages are broadly stable and financing conditions have tightened. Energy price inflation reached 18.8% amid Middle East turbulence. Deutsche Bank's Mark Wall said the policy path is harder to predict and expected one more hike to 2.75% in December, probably the end of the hiking cycle, while Christine Lagarde is still president. He added that the institution is bigger than any one person, but uncertainty remains about decisions next year after Lagarde's announced departure.
- Tech stocks hit hard after Samsung, Fortinet, and ServiceNow miss earnings
Samsung expects capital expenditure to rise 60% to $63 billion this year as it competes with SK Hynix and Micron, but its chip division operating income came in 2% below estimates and it is holding off on future shareholder payout plans until January. Fortinet's weak results hit cybersecurity stocks, and ServiceNow showed slowing bookings growth. A Bloomberg report said Marvell is in talks to buy Lumentum in a big deal, and Marvell shares fell sharply. The hosts said concerns over AI spending, financing costs, and Alphabet's business model are real, not just sentiment.
- Private, fast USDT is coming to Bitcoin. Can it compete with Ethereum and Tron?
Utexo, a Dubai-based blockchain startup, plans to bring Tether's USDT back to Bitcoin after a three-year hiatus through the RGB protocol, which keeps transaction data off-chain. The public launch is scheduled for Nov. 28, with Lightning Network support planned for Q1 2027. USDT first ran on Bitcoin in 2014 through the Omni protocol, but Tether halted issuance in August 2023 citing declining usage, and later led Utexo's $7.5 million seed round in March. With $300 billion of stablecoin supply already on networks such as Ethereum and Tron, co-founder Viktor Ihnatiuk says the Bitcoin version's advantages are speed and privacy. Utexo Mint locks USDT0 on Arbitrum before minting an equivalent amount of USDT on Bitcoin, so its security also depends on the mechanisms connecting the two networks.
- Brazil’s Halloween eve crypto deadline brings more tricks than treats
Brazil's crypto exchanges face a Friday deadline to apply for authorization under the framework introduced in November 2025 under the central bank BCB. Exchanges that apply on time can keep operating while their applications are reviewed, a process that can take up to two years, while companies that miss the deadline must stop providing services within 30 days. Lawyers say minimum capital requirements of 10.8 million reais ($2 million) to 37.2 million reais, plus audits and anti-money laundering controls, could make compliance unviable for smaller exchanges. Questions remain over how to identify self-custody wallets, the $100,000 limit on certain international transfers and reporting thresholds, and the BCB had not responded at publication.
- DoorDash inks $17 billion deal to acquire Instacart
DoorDash (DASH) is acquiring Instacart, which does business as Maplebear (CART), in a cash-and-stock deal worth $17 billion. DoorDash will pay $65 a share, a 26% premium to Instacart's closing price on October 22, when reports of the deal emerged. The deal would better position DoorDash to compete with Amazon's Whole Foods and Walmart by adding a major grocery delivery partner. DoorDash reported earnings and adjusted EBITDA that beat estimates, with marketplace gross order value up 36%, and its fourth-quarter forecast was described as in pretty good shape.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.