Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 5%+

Microsoft Cloud and AI Strength Fuels Fourth Quarter Results — REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …

Microsoft 2025-07-31

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@andrewrsorkin Andrew Ross Sorkin on x
Back is January, Microsoft's CEO Satya Nadella told me: “All I know is, I'm good for my $80 billion.” Well, he just upped the ante this afternoon. He is now “good for” $120 billion. [video]
@deeketweak Derek Strickland on x
At $5 billion annual revenue, Game Pass would have made up ~21% of Xbox's total FY25 earnings ($23.45 billion).
@deeketweak Derek Strickland on x
Nadella just confirmed Game Pass annual revenue was nearly $5 billion for the first time.
@patrickmoorhead Patrick Moorhead on x
$MSFT really crushed the quarter. Standouts: -$100B bookings; +37% -$75B Azure revenue (first time reported); +34% _$46.7B Microsoft Cloud - big numbers on Copilot (remember mostly commercial) -D365 +23% (in a land of agents) -Search and Edge share gains (again) -CAPEX steady
@tomwarren Tom Warren on x
Microsoft's gaming revenue is up 9% over the past 12 months, with Xbox content and services revenue up 16%. Xbox hardware revenue has declined 25% compared to the year prior, “driven by lower volume of consoles sold.” https://www.theverge.com/... [image]
@tomwarren Tom Warren on x
Microsoft says it employed 228,000 people on a full-time basis as of June 30th, the same amount as 2024 before the most recent layoffs. 125,000 in the US and 103,000 internationally. That's 1,000 less in the US and 1,000 more internationally compared to 2024
@jc_paretsx J.C. Parets on x
Microsoft just added $300 billion in market cap, in a few minutes. For perspective, that's more than the entire value of 475 companies in the S&P 500. [image]
@ericjhonsa Eric Jhonsa on x
$MSFT's commercial bookings rose 30% Y/Y in CC in FQ4, commercial RPO rose 35% and Azure grew 39% (up from 35% in FQ3). Numbers like that make it easier to justify continuing to grow capex (+27% Y/Y to $24.2B) at a healthy clip. [image]
@teroterotero Tero Kuittinen on x
Woah the cloud growth is insane... Microsoft ended up beating Apple so bad... what a twist
@jbulltard1 @jbulltard1 on x
There's this new company called $msft that was up 30% since May coming into today and they just gapped up another $200b on earnings. [image]
@jordannovet Jordan Novet on bluesky
if you factor in this after-hours stock jump, Microsoft is now the second company to reach a $4 trillion market cap www.cnbc.com/2025/07/30/m...
r/microsoft r on reddit
Microsoft tops $4 trillion in market cap after hours, joining Nvidia in exclusive club
r/StockMarket r on reddit
Microsoft tops $4 trillion in market cap after hours, joining Nvidia in exclusive club
@dinabass Dina Bass on x
Microsoft finally reported an Azure cloud revenue number, after years of various less-than-specific ways of describing cloud revenue that elicited complaints from analysts, investors, reporters &even a post-Microsoft Steve Ballmer https://www.bloomberg.com/... by @mattmday @Brody…
@benbajarin Ben Bajarin on x
Like I said a few weeks ago about Azure being the biggest beneficiary of AI workloads. Azure will continue to crush it as they absorb AI workloads the same way AWS crushed it as they absorbed general cloud workflows during their run.
@mattmday Matt Day on x
Microsoft has decided to end one of the tech industry's silliest parlor games: Lets guess how much money Azure makes? Azure made $75,000,000,000 (+) in the year ended in June. New w/@BrodyFord_: https://www.bloomberg.com/...
@rihardjarc Rihard Jarc on x
$MSFT just showed why Azure is the new AI cloud king. At that size, growing at 39% YoY is truly amazing. Before earnings, I published an alternative data report, and the report was spot on, showing the biggest acceleration of Azure. Make sure to check it out also for AWS.
@andrewrsorkin Andrew Ross Sorkin on x
Context: MSFT said today that it would spend $120 billion on capital expenditures on AI, up from $80 billion. 🤯
r/stocks r on reddit
Microsoft tops quarterly revenue estimates on strong Azure demand. Total revenue rose 18% to $76.4 billion in the April-June period.
r/xbox r on reddit
Microsoft reports strong cloud earnings, with Windows and Xbox up too
r/wallstreetbets r on reddit
MICROSOFT $MSFT JUST REPORTED EARNINGS

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Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 5%+

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