Overview

• Microsoft reported fiscal Q4 EPS of $3.65, beating the $3.37 consensus, and generated $76.4 billion in revenue, up 18% year over year
• Shares climbed nearly 5% on July 31, driving its market cap above $4 trillion and sending major ETFs like Vanguard S&P 500 and Invesco QQQ to record highs
• Azure and other cloud services revenue grew 39% year over year, marking the fastest expansion since 2022 amid surging AI workloads
• The company committed $30 billion in the current quarter to expand data-center capacity and relieve infrastructure bottlenecks
• CEO Satya Nadella highlighted quantum computing as the cloud’s next accelerator, citing the first operational Level 2 deployment in partnership with Atom Computing