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
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Microsoft tops forecasts and reports Azure revenue for first timeQuarterly revenue reached $76.44 billion; Azure and other cloud services surpassed $75 billion in fiscal 2025.
- 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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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
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- Microsoft's Azure revenue grows 33% in the third quarter, with AI contributing 16 percentage points to this growth.
- Earnings per share exceed expectations, leading to a 7% rise in shares after hours.
- The company forecasts further revenue growth of 34% to 35% in the fourth quarter, surpassing analyst estimates.
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So the only real upside we saw on the AI side of the business was that we were able to deliver supply early to a number of customers.— Amy Hood, Microsoft's chief financial officer, during a conference call.
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