Microsoft will report fiscal second-quarter results after market close on Wednesday, with analysts polled by LSEG expecting $3.97 adjusted EPS and $80.27 billion revenue for the quarter ended Dec. 31, implying 15% year-over-year growth. Investors will focus on Azure and other cloud services—StreetAccount and CNBC expect about 39% growth versus 40% in the prior quarter—and Visible Alpha forecasts $34.31 billion in capital expenditures tied to cloud AI capacity.
Key Points
- 1Analysts expect $3.97 adjusted EPS and $80.27 billion revenue, implying 15% year-over-year growth
- 2Cloud growth drives expectations: Azure forecast near 39% versus prior quarter's 40% increase
- 3Capex forecast of $34.31 billion signals expanded cloud AI capacity investments and lease spending
Scoring Rationale
Timely, data-driven earnings preview highlighting cloud growth and capex; limited novelty beyond analyst consensus and estimates.
Sources
Public references used for this report.
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