Microsoft (MSFT) reported first-quarter fiscal 2027 revenue of $92.3 billion, up 19% year over year, with EPS rising 18% to $4.89. Microsoft Cloud revenue reached $63.9 billion, up 30%, while Azure grew 48% and Foundry revenue more than tripled, with Foundry customers exceeding 120,000. CFO Amy Hood said demand still exceeds available capacity, and daily Copilot users rose nearly 50% from the prior quarter. Capital expenditures were $45.2 billion in the quarter and are expected to exceed $50 billion in the second quarter, with calendar-year spending around $170 billion. For the second quarter, Microsoft forecast total revenue growth of 18%–19% and Azure growth of 49%–50% in constant currency.
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Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: medium
| 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% |
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