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Stronger-than-expected Q4 results, robust Azure growth, and the >$100B annual Azure milestone likely support near-term multiple expansion and positive earnings trajectory expectations for MSFT; Nebius’ move reinforces interest in AI compute ecosystems, indirectly aiding MSFT.
What happened, with direct paths to the underlying reporting
Microsoft reported fiscal Q4 revenue of $90.01B, up 18% YoY and above consensus, with cloud revenue rising 27% to $59.3B and Azure+Other up 43%. Azure crossed $100B in annual revenue for FY2026, signaling persistent AI-cloud demand. Nebius NBIS rose on the cloud-strength backdrop, underscoring broader AI compute demand accompanying MSFT's growth.
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