Microsoft: Strong Quarter, OpenAI Mega Deal – Record Spending Planned
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Strong Quarter Above Consensus Microsoft starts strong into the new fiscal year: Revenue climbed in the September quarter to 77.7 billion USD , the adjusted earnings per share to 4.13 USD – both above consensus . The growth driver remains Azure (Microsoft’s cloud platform for computing, data, and AI services) with +40 % year-over-year, also above expectations . Commercial bookings jump by 112 % , and the remaining performance obligations (RPO) grow by +51 % to 392 billion USD with an average term of around two years – clear signals...
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