Microsoft reports $82.9 billion quarterly revenue and $37 billion AI business run rate, but stock slips as Azure growth meets rather than exceeds expectations

Yahoo Finance AI · 2026年4月30日

AI要約

•Microsoft posted quarterly revenue of $82.9 billion, exceeding the $81.29 billion consensus estimate, with Azure revenue rising 40% during January–March, matching expectations. Overall Microsoft Cloud revenue reached $54.5 billion, a 29% increase year over year, or 25% in constant currency.
•The company's AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year. Capital expenditures rose 49% year over year to $31.9 billion in the fiscal third quarter, reflecting continued large-scale infrastructure spending.
•Despite the earnings beat, shares slipped about 1.5% in after-hours trading, as investors viewed the overall performance as underwhelming, particularly with Azure growth matching rather than exceeding forecasts. Diluted earnings per share reached $4.27, exceeding the analyst estimate of $4.05 by $0.22.