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Microsoft, Wall Street and Azure

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 · 21h · on MSN
Microsoft tops Wall Street expectations, reports accelerating Azure growth and $37B AI run rate
Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate re...

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 · 1d
Here's what Wall Street expects when it comes to Microsoft's Azure growth
 · 1d · on MSN
Microsoft tops revenue and earnings estimates, Azure revenue grows 40%
 · 1d
Microsoft tops Q3 estimates, says AI business up 123% year over year
Microsoft (MSFT) reported its third quarter results after the bell on Wednesday, beating analysts’ expectations on the top and bottom lines, and said its AI business now has a $37 billion annual reven...

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 · 1d
Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices
 · 13h
Bank of America resets Microsoft stock forecast after earnings
 · 13h
The Incredible Number Hiding in Microsoft’s Earnings Report
CEO Satya Nadella anchored the tone around AI scale, saying "Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year."

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 · 1d
Microsoft's stock ekes out a gain in the extended session
 · 1d
Microsoft's stock falls in the wake of an earnings beat
CRN
2h

AWS Vs. Google Cloud Vs. Microsoft Azure Q1 Earnings Face-Off

Here’s Microsoft Azure, AWS and Google Cloud’s financial results for the first quarter of 2026 for cloud AI revenue, sales growth, market share and operating income.
The Official Microsoft Blog on MSN
3d

Microsoft Sovereign Private Cloud scales to thousands of nodes with Azure Local

Today, I am pleased to announce that Azure Local now scales to support deployments of up to thousands of servers within a single sovereign environment, allowing organizations to run much larger workloads locally across large-footprint datacenters,
Morning Overview on MSN
57m

Microsoft Q3 revenue hits $82.9 billion, Azure up 40% year-over-year

Microsoft reported fiscal third-quarter revenue of $82.9 billion on April 29, 2026, an 18% increase from the year-ago period and a result that topped Wall Street’s consensus estimate of roughly $80.5 billion.
InfoWorld
1y

Inside today’s Azure AI cloud data centers

At Build, Microsoft described how Azure is supporting large AI workloads today, with an inference accelerator, high-bandwidth connections, and tools for efficiency and reliability. Azure CTO Mark Russinovich’s annual Azure infrastructure presentations at ...
1d

Microsoft stock falls 2% despite cloud revenue surging 40%

Microsoft shares fell 2% in after market trading even after posting stronger-than-expected results for its fiscal third quarter, with cloud and artificial intelligence driving broad-based growth that offered some relief to investors who had grown wary of the company's heavy spending on AI infrastructure.
5d

Cloud Titans Battle 2026: Microsoft Azure vs AWS vs Google Cloud - Which Stock to Buy?

As artificial intelligence reshapes the global economy, the battle among cloud computing giants Microsoft, Amazon and Alphabet's Google Cloud is intensifying, with investors scrambling to pick the best stock for 2026 gains amid surging demand for data centers,
8d

Cyberhaven Now Available on AWS, Azure, and Google Cloud Marketplaces, Giving Enterprises Flexible Procurement for AI-Native Data Security

Cyberhaven, the global leader in AI-native data security, today announced it has expanded its procurement options to include all three major cloud hyperscaler marketplaces: AWS Marketplace, Microsoft Azure Marketplace,
InfoQ
1y

Azure Eliminates Inter-Availability Zone Data Transfer Fees to Encourage Deployment Best Practices

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Dany Lepage ...
Business Wire
1y

ClickHouse Cloud Is Now Generally Available on Microsoft Azure

SAN FRANCISCO--(BUSINESS WIRE)--ClickHouse Inc, a leader in real-time analytics, announces the expansion of ClickHouse Cloud to Microsoft Azure, providing users with even more options for deploying and managing their analytics workloads. With this ...
14d

Oracle’s New AWS Partnership Just Put It Ahead of Azure and Google Cloud

Cloud customers today refuse to bet everything on one provider. They run AI models across platforms, keep regulated data in one spot, and tap the best tools wherever they live. Multicloud setups now handle the heavy lifting for enterprise AI,
InfoQ
2y

A Comprehensive Guide to Building Event-Driven Architecture on Azure, AWS, and Google Cloud

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Dany Lepage ...
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