Microsoft Q1 Revenue Near $90.7B as ~60,000 Roles Set for Voluntary Exit
MSFT sits 53% above its 52-week low of $349.2.
Summary
Microsoft reports fiscal Q1 after the close with revenue around $90.66–90.68B and EPS near $4.72, and Azure quarterly revenue of roughly $33.06B against guidance of 44–45% constant-currency growth for September. The bigger surprise is a voluntary exit program covering about 60,000 roles, roughly 27% of the workforce, across the US, Canada, India and the UK, targeting up to level 70 and affecting AI, Copilot, Xbox and Windows, with departures set for December 31, 2026. That is far larger than the 4,800 July 2026 cuts and the 15,000 layoffs in 2025, and it lands alongside a restatement of Azure revenue to $72.61B for fiscal 2025 and $101.94B for fiscal 2026 under a new disclosure framework. Options imply about a 5% move by week's end, with heavy call activity at the 540 and 550 strikes and notable put volume at 460. The stock sits near its 52-week high, so the print and the cost-cutting plan will decide whether the AI capex story still holds.
At the time of this announcement, MSFT was trading at $532.65 on NASDAQ in the Technology sector, with a market capitalization of approximately $3.9T. The 52-week trading range was $349.20 to $553.72. This news item was assessed with neutral market sentiment and an importance score of 9 out of 10. Source: Wiseek News.