Description
Microsoft’s Cloud Tsunami: $46.7B Quarter, Azure Tops $75B—Can AI Infrastructure Become The X-Factor?
Microsoft reported a strong finish to fiscal year 2025, delivering financial results that surpassed Wall Street’s expectations and underscored its continued momentum in cloud and AI-driven services. For the fiscal fourth quarter, Microsoft posted adjusted earnings of $3.65 per share on revenue of $76.4 billion, handily beating the consensus estimates of $3.37 per share on $73.9 billion in revenue. This marked a notable improvement over the prior year’s fourth-quarter figures of $2.95 per share on $64.7 billion in revenue. Azure, Microsoft’s public cloud platform, remained a key growth engine, with year-over-year revenue growth of 39%, an acceleration from 33% in the prior quarter. Azure’s annual revenue soared past $75 billion, up 34% from the previous year, demonstrating the strength of Microsoft’s cloud offerings amid rising enterprise AI demand. CapitalG analyst Jackson Ader emphasized Azure’s capacity constraints and rising demand, suggesting further upside potential once infrastructure bottlenecks are resolved. Reflecting growing investor confidence, Microsoft stock surged 4% to close at a record $533.50, just shy of a $4 trillion market capitalization.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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