Microsoft reports Azure Q2 revenue up 39% YoY, above 38.8% est.; Microsoft cloud's contracted backlog grew 110% to $625B, ~45% of which came from OpenAI alone
Reuters
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Discussion
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@stocksavvyshay
Shay Boloor
on x
$MSFT commercial cloud backlog is inflecting with RPO up 110% YoY [image]
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@thetranscript_
@thetranscript_
on x
$MSFT CFO: “In Azure, we expect Q3 revenue growth to be between 37 and 38% in cc against a prior year, comparable that included significantly accelerating growth rates in both Q3 and Q4...demand continues to exceed supply, and we will need to continue to balance the incoming [ima…
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@danielnewmanuv
Daniel Newman
on x
$MSFT gives a monster backlog number $620 Billion over the next 6 or so quarters (RPO). What a massive indicator of long-term growth of AI. People will be concerned about how much of that is AI, but I'm guessing it is less than half. 👀
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r/technology
r
on reddit
Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours