Severed Microsoft cables affect cloud service Azure:
The Red Sea is a vital telecommunications route connecting Europe via Egypt with Africa and Asia ...
faz.net/aktuell/wirtschaft/unternehmen/gekappte-microsoft-kabel-beeintraechtigen-cloud-dienst-azure-accg-110674195.html
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Microsoft cloud service impacted in Middle East due to damaged fibers in Red Sea: Fiber optic cable damage in the Red Sea disrupted Microsoft's Azure cloud ...
foxbusiness.com/fox-news-tech/microsoft-cloud-service-impacted-middle-east-due-damaged-fibers-red-sea
Submarine cable cut in the Red Sea – delays possible for Azure: Severed undersea cables may currently be causing slower connections for Azure ...
heise.de/news/Glasfaserkabel-im-Roten-Meer-gekappt-Verzoegerungen-bei-Microsoft-Azure-moeglich-10635360.html
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spiegel.de/ausland/gekappte-unterseekabel-fuehren-zu-verzoegerungen-bei-microsoft-dienst-a-db4b8688-a9f1-4bf7-af2c-46aa0d5bfe73
Microsoft stock pops 9% on earnings beat as Azure annual revenue tops $75 billion
cnbc.com/2025/07/30/microsoft-msft-q4-earnings-report-2025.html
Key FactsMicrosoft tops forecasts and reports Azure revenue for first time
Jul 30, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: cnbc.com
Summary created with AI assistance · Source: cnbc.com
- Microsoft reported EPS of $3.65 and revenue of $76.44 billion, both exceeding LSEG expectations.
- Microsoft disclosed Azure’s dollar scale for the first time; fiscal-2025 revenue exceeded $75 billion, while quarterly growth reached 39%.
- Finance chief Amy Hood forecast first-quarter revenue of $74.7 billion to $75.8 billion, above the $74.09 billion LSEG consensus.
- Microsoft expects over $30 billion in first-quarter capital expenditures and assets acquired through finance leases, while data-center capacity remains constrained.
"I talked about it, my gosh, in January, and said I thought we'd be in better supply-demand shape by June," Hood said. "And now I'm saying I hope I'm in better shape by December."— Microsoft CFO Amy Hood, on a conference call with analysts, discussing the expected supply-demand balance and quarterly outlook.
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