Microsoft (MSFT) reported first-quarter fiscal 2027 adjusted EPS of $4.89, above the Zacks Consensus Estimate of $4.71, and revenue rose 19% year over year to $92.28 billion. Microsoft Cloud revenue grew 30% to $63.9 billion, with Azure up 48%, above management's expectations despite delays in third-party GPU capacity deliveries. For fiscal Q2, Microsoft expects revenue of $96 billion to $97.1 billion and Azure growth of 49% to 50% in constant currency. Capital expenditures were $45.2 billion in the quarter and are expected to exceed $50 billion in fiscal Q2, bringing projected calendar-year spending to about $170 billion. Devices and Consumer revenue fell 3% to $15.5 billion, weighed by a 22% drop in Windows OEM and devices revenue.
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Related tickers and likely impact
MSFT
▲ Likely positiveMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 11/03/2026 | 520.77 |
| Change that session | +2.69% |
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/03/2026 | 206.57 |
| Change that session | +2.23% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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