MSFT earning

来源: 于 2026-01-28 13:43:20 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

I think market is a bit disappointed by its cloud revenue growth, which is at 39%. A great number, but just slightly above 38.5% expectation

In addition, MSFT Capex spending was $37B, above estimate of $34B.

All in all, solid report, but stock should take some time to recover and consolidate, as MSFT is still in the build build build phase