Microsoft Q2 Earnings Beat Estimates as Cloud and AI Drive Results
View original at finance.yahoo.comMicrosoft Q2 Earnings Beat Estimates as Cloud and AI Drive Results Microsoft MSFT reported second-quarter fiscal 2026 earnings of $4.14 per share on a non-GAAP basis (excluding OpenAI investment impacts), which beat the Zacks Consensus Estimate by 6.7% and increased 24% on a year-over-year basis and 21% in constant cur…
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Microsoft is a Zacks Rank #2 (Buy)
80% confidenceCapital expenditure expected to decrease sequentially in fiscal Q3 due to normal variability from cloud infrastructure buildouts and timing of finance lease delivery
80% confidenceManagement emphasized it would provide future outlook excluding any impact from OpenAI investments
80% confidenceCompany expects to remain capacity-constrained through at least fiscal year-end, with demand exceeding current infrastructure buildout, resulting in lost revenue opportunities for Azure
80% confidenceMicrosoft Fabric customer base expanded to 28,000 paid subscribers
80% confidenceMicrosoft counts 900 million monthly active users of AI features across its products, with over 150 million monthly active users of first-party Copilots
80% confidenceMicrosoft 365 consumer subscriptions expanded to more than 90 million users
80% confidenceAzure AI Foundry serves a customer base exceeding 80,000 organizations, including 80% of Fortune 500 companies
80% confidenceMore than 90% of Fortune 500 organizations now utilize Microsoft 365 Copilot
80% confidenceAzure AI Foundry provides access to over 11,000 models from various providers
80% confidenceFiscal 2026 operating margins expected to rise slightly for the full year, aided by first-half investment prioritization and favorable impacts from revenue mix shifts
80% confidence