Source: new revenue sharing terms cap OpenAI's payments to Microsoft at $38B; OpenAI previously owed up to $135B through 2030 if it hit long-term revenue goals
OpenAI Chief Financial Officer Sarah Friar has plenty of things to worry about. But paying OpenAI's early backer Microsoft …
Analysis: the combined free cash flow of Amazon, Alphabet, Microsoft, and Meta is expected to fall to ~$4B in Q3 and hit its lowest full-year level since 2014
Silicon Valley giants have transformed from asset-light cash machines to huge infrastructure investors
Analysis: Meta, Alphabet, Microsoft, and Amazon's capex combined hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025
Meta stock drops on capex increase while Alphabet's cloud business grows faster than rivals Amazon and Microsoft
Microsoft reports Q3 Xbox hardware revenue fell 33% YoY and Xbox content and services revenue, which includes Game Pass, dropped 5% YoY
“Not surprising at all”Fraser Gilbert /Pure Xbox:Microsoft Issues Xbox Email Addresses As Part Of ‘Strengthening The Xbox Identity’
Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% YoY to $31.8B, and says its AI business, up 123% YoY, passed a $37B annual revenue run rate
Microsoft Cloud and AI Strength Fuels Third Quarter Results — REDMOND, Wash. — April 29, 2026 — Microsoft Corp. today announced …
Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats
Microsoft issued higher-than-expected capex guidance for 2026, with the software maker's quarterly earnings and revenue topping estimates.
Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% to $31.8B, and says its AI business surpassed an annual revenue run rate of $37B, up 123%
Microsoft's Q3 Intelligent Cloud revenue was $34.68B vs. $34.27B est., with Azure and other cloud services surging 40% YoY; Microsoft 365 Copilot has 20M+ seats
Jordan Novet /CNBC:
Microsoft reports Q3 Xbox hardware revenue fell 33% YoY and Xbox content and services revenue, which includes Game Pass, dropped 5% YoY
Xbox hardware revenue took a 33 percent hit, even as the company raked in $82.9 billion. … Microsoft's Xbox hardware revenue continues to tumble …
Microsoft says it is on track to invest $5.5B in cloud and AI infrastructure in Singapore through 2029, a day after announcing plans to invest $1B+ in Thailand
The investment will also go toward ongoing operations, it said — Microsoft is on track to invest $5.5 billion in cloud …