Microsoft Earnings Preview: Cloud Growth and AI Investments in Focus
Microsoft's fiscal Q1 earnings report on October 29 will test whether its Intelligent Cloud segment can sustain 25%+ revenue growth. Azure's projected 36% constant-currency expansion underscores the segment's role as the company's primary growth engine since 2020.
Productivity and Business Processes revenue is expected to climb 14% to $32.35 billion, while all eyes remain on capex allocations. The tech giant deployed $80 billion in fiscal 2025 to build AI infrastructure—a strategic bet that could redefine its competitive positioning in the cloud wars.