MSFT Microsoft Corp

$MSFT says second half acceleration comes from GPUs, CPUs and "higher memory and storage costs." The biggest buyer in the world is paying more for memory and still ordering more. Memory is the REAL bottleneck. $MU $SKHY $SNDK

$MSFT $AMZN MSFT ripping on great results, raised cloud revs at $30.7B vs $29.1B (elevated all month) rev consensus. Stock is up $24 after hours on the print. jmo, but AMZN is likely to smash the cover off the ball with this msft prelude. after selling 100 puts earlier today, I just bought 4k of amazon for the rip over the rest of this week.

MICROSOFT $MSFT Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $92.3B (Est. $90.69B) 🟢; +19% YoY 🔹 Adj. EPS: $4.89 (Est. $4.73) 🟢; +18% YoY 🔹 Oper Income: $45.9B (Est. $44.06B) 🟢; +21% YoY 🔹 Adj. Net Income: $36.4B (Est. $35.13B) 🟢 🔹 Azure: $33.2B (Est. $32.32B) 🟢; +48% YoY 🔹 Azure Growth ex-FX: +48% (Est. +45.2%) 🟢 🔹 Azure Growth: +48% YoY (Est. +44.7%) 🟢 🔹 Microsoft Cloud: $63.9B; +30% YoY 🔹 Commercial RPO: $677B (Est. $705.6B) 🔴 Agents and Infra: 🔹 Agents & Infra Revenue: $76.8B (Est. $75.6B) 🟢 🔹 Agents and Infra Operating Income: $40.6B 🔹 Industry Solutions: $5.3B (Est. $5.4B) 🔴 Devices and Consumer: 🔹 Devices & Consumer Revenue: $15.5B (Est. $15.0B) 🟢 🔹 Devices and Consumer Operating Income: $5.4B 🔹 Search & Advertising: $6.6B (Est. $6.4B) 🟢 🔹 XBOX: $5.4B (Est. $5.0B) 🟢; -2% YoY 🔹 Windows OEM & Devices: $3.6B (Est. $3.5B) 🟢 Financials: 🔹 CapEx: $39.4B (Est. $46.59B) 🟢 🔹 CapEx to Revenue: ~42.7% Key Updates: 🔹 OpenAI Impact: $207M net gain; $0.03 EPS impact Capital Return: 🔹 Returned $10.2B to shareholders via dividends & share repurchases CEO Commentary – Satya Nadella: 🔸 “By helping organizations build and own their own intelligence, and earning trust through agent safety and security, we are translating our innovation into growing adoption and real-world impact across every industry.” CFO Commentary – Amy Hood: 🔸 “Results exceeded expectations across revenue, operating income, and earnings per share.”

$MSFT told you short will attack 565 area .. If your stock green today ; take profit I dont trust this traps any more you might get lucky after 8pm and tomorrow morning with fake pump to small cap. SELL STAY CASH $SPY $QQQ

MICROSOFT $MSFT Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $92.3B (Est. $90.69B) 🟢; +19% YoY 🔹 Adj. EPS: $4.89 (Est. $4.73) 🟢; +18% YoY 🔹 Oper Income: $45.9B (Est. $44.06B) 🟢; +21% YoY 🔹 Adj. Net Income: $36.4B (Est. $35.13B) 🟢 🔹 Azure: $33.2B (Est. $32.32B) 🟢; +48% YoY 🔹 Azure Growth ex-FX: +48% (Est. +45.2%) 🟢 🔹 Azure Growth: +48% YoY (Est. +44.7%) 🟢 🔹 Microsoft Cloud: $63.9B; +30% YoY 🔹 Commercial RPO: $677B (Est. $705.6B) 🔴 Agents and Infra: 🔹 Agents & Infra Revenue: $76.8B (Est. $75.6B) 🟢 🔹 Agents and Infra Operating Income: $40.6B 🔹 Industry Solutions: $5.3B (Est. $5.4B) 🔴 Devices and Consumer: 🔹 Devices & Consumer Revenue: $15.5B (Est. $15.0B) 🟢 🔹 Devices and Consumer Operating Income: $5.4B 🔹 Search & Advertising: $6.6B (Est. $6.4B) 🟢 🔹 XBOX: $5.4B (Est. $5.0B) 🟢; -2% YoY 🔹 Windows OEM & Devices: $3.6B (Est. $3.5B) 🟢

$MSFT Microsoft Q1 Earnings EPS $4.92 Adjusted EPS $4.89, est. $4.73 Revenue $92.28B, est. $90.63B Operating income $45.92B, est. $43.92B Cloud revenue $63.9B, est. $61.62B Azure revenue ex-FX +48%, est. +44.8% Capex $39.37B, est. $45.93B

$MSFT i got this when it was around 360$ Now I am getting this when it is 290$ $GOOGL 🌋 And $AVGO dont miss this one too 🎯 $META add if it dips more

Last July $MSFT added about $450 billion in a single day, the biggest one-day gain in its history. Tonight Azure is guided to roughly 45% growth, Microsoft reports Azure's dollar revenue for the first time (implied near $32 billion), capex is guided above $50 billion, and the $678 billion backlog leans on OpenAI. What moves the stock tonight?

$MSFT This may go kiss 560+ tomorrow with upgrades and buyers stepping in....especially as investors lighten up on GOOGL.

$MSFT I don't understand why don't they just include their guidance in the press release

$MSFT literally ever stock dropped 2-3% post market, what kinda fuckery is going on any more $SPY $MU $LITE Hoping for a swift rebalance tomorrow after this over reaction or algo crash

$MSFT out at 555. Amazing rip. You all know this was going to beat. About as close to easy money as you get. Looking to reenter at first major pull back. Still keeping MANY shares long.

$MSFT Q1 '27 Earnings Results & Recap • Reported GAAP EPS of $4.89 up 18.40% YoY • Reported revenue of $92.28B up 18.76% YoY • Microsoft expects to recognize approximately 30% of total company and commercial remaining performance obligation revenue over the next 12 months, from balances of $683B and $677B, respectively, with the remainder thereafter.

$MSFT | MICROSOFT CORPORATION Q1 2026 EARNINGS HIGHLIGHTS ◆ EPS: $4.89 vs. $4.72 est. ✅ ◆ Revenue: $92.28B vs. $90.62B est. ✅ ◆ Net Income: $36.6B (+32.0% YoY) ◆ Operating Income: $45.9B (+21.0% YoY) ◆ Operating Expenses: $16.6B (+6.2% YoY) ◆ Operating Cash Flow: $58.0B (+28.7% YoY) Segment Performance: ◆ Agents and Infra: $76.8B (+25% YoY) ◆ Devices and Consumer: $15.5B (-3% YoY) Key Metrics: ◆ Microsoft Cloud revenue reached $63.9B in Q1 FY2027, up 30% year-over-year (31% in constant currency). ◆ Capital expenditures were $39.4B in Q1 FY2027, more than doubling from $19.4B in the prior-year quarter. ◆ Commercial remaining performance obligation grew 73% to $677B, reflecting strong enterprise demand. Forward Guidance: ◆ No guidance provided

$MSFT FQ1 FY27 Earnings Preview ☁️ courtesy of the Stocktwits MCP Reports TONIGHT after close. Call 5:30pm ET. Fed decision lands first 🏦 💰 Street expects: • EPS: ~$4.71–$4.73 (vs $4.13 last yr) • Revenue: ~$90.6–$90.7B • Azure: ~$32.2–$32.3B, +~44% 🎯 Mgmt guided Azure +44–45% cc. But buy-side whisper is ~47% 👀 🆕 What's different this time: • FIRST report with Azure revenue in dollars • New 2-segment structure: Agents & Infra + Devices & Consumer • ~60K employees offered voluntary exits 🔥 Capex expected $46–$51B. FCF could drop ~69% to ~$8B 🎲 Options imply ~5.1% move (includes the Fed) 📊 Last 4 post-earnings moves: +15.5%, -3.9%, -10%, -2.9% 🔑 Watch: • Azure vs ~47% whisper. THE number • Capex + Dec-qtr guide • Microsoft Cloud margins • Copilot / AI monetization 🧠 Setup: ~$529, flat today. Up ~35% since July Stocktwits sentiment: Neutral (53) ⚖️ ~72% of tagged posts bullish

$MSFT and $AMZN added more in AH dip at 545 and 252 to the existing position… no doubt aws will he beating cloud numbers tomorrow!

$MSFT $AMZN So how many more minutes before even after hours traders figure out AMZN numbers tomorrow will be like MSFT's on twin turbos? Watch AMZN tear higher tomorrow morning and through the Q call.

HELP! 🤯😂 $MSFT $GOOG $NOW $AUR all reporting tonight, and I want to listen to all FOUR earnings calls at once! Apparently, I need four sets of ears and a second brain. 🧠📈🔥

$MSFT beat estimates and $LITE can benefit form optical component commentary so watch closely

Microsoft just beat on both lines after the bell. $MSFT revenue hit $92.28B with Azure up 48%, and the stock jumped in after-hours trading. AI spending is paying off, at least tonight.