GoKawiilMicrosoft to report fiscal Q1 earnings after Wednesday's close
Microsoft will post results for the quarter ended Sept. 30 after the market closes Wednesday, with analysts polled by LSEG expecting adjusted earnings of $4.73 per share on revenue of $90.69 billion. The report marks the company's first switch to two operating segments since 1998, replacing its prior three-way split, and the first time it will disclose Azure revenue in dollar terms, with StreetAccount analysts forecasting $32.32 billion, implying growth above 44%.
GoKawiil's interpretation of the reporting above, not reported fact.
The new segment structure and dollar-based Azure disclosure could make it easier for investors to track Microsoft's cloud growth against rivals, but may also complicate comparisons with prior quarters. Microsoft's continued positive free cash flow stands out against Alphabet, Amazon and Meta, which have all reported negative free cash flow in recent quarters amid heavy AI spending, suggesting Microsoft may be managing its AI infrastructure buildout more cautiously. Recent job cuts and buyout offers to up to 60,000 employees point to the company trying to balance that AI investment with cost control, according to the reporting.
- Microsoft reports fiscal Q1 earnings after Wednesday's close, with EPS seen at $4.73 and revenue at $90.69 billion.
- The company is shifting to two operating segments and will disclose Azure revenue in dollars for the first time since 1998's reporting structure.
- Microsoft has cut 4,800 jobs and offered buyouts to up to 60,000 employees while ramping AI-related capital expenditures, estimated at $50.67 billion for the quarter.
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Published there as: “Microsoft earnings will land after the close”
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