Microsoft FY26 Q4 Earnings

Posted by corvad |4 hours ago |4 comments

corvad 4 hours ago[2 more]

> Windows OEM and Devices revenue decreased 7%; XBOX content and services revenue decreased 10%; Search advertising revenue excluding traffic acquisition costs increased 10% (up 9% in constant currency)

This part is concerning though.

corvad 4 hours ago[1 more]

> This year, Azure revenue surpassed $100 billion for the first time

Not unexpected but still crazy to see. It's a great time to be a hyper scaler.