Microsoft Azure grows 48% to $33.2B, beating forecasts; stock up 4%
rohanpaul_ai · x · 2026-10-29
Microsoft FY27 Q1: revenue $92.3B (+19% YoY), operating income $45.9B, GAAP net income $36.6B (+32%, including OpenAI investment impact). Azure grew 48% YoY to $33.2B, beating the $32.3B consensus, sending shares up 4% after hours. Data center capex hit $45.2B, below Microsoft's own $50B+ forecast due to construction delays, cutting free cash flow 27% YoY to $18.6B. Contracted future revenue reached $677B, up 73% YoY.
Related event: Microsoft FY27 Q1 beats as Azure grows 48%, OpenAI deal adds $10B revenue(8 posts)→
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