Microsoft Q4: $3.2B Anthropic Gain, Azure Tops $100B, EPS $4.81 Beats
MSFT sits 20% above its 52-week low of $349.2.
Summary
Microsoft's Q4 results blew past estimates with revenue of $90 billion, beating the $87.6 billion consensus, and EPS of $4.81. A $3.2 billion gain from its Anthropic investment boosted the bottom line, while Azure revenue crossed $100 billion for the first time, underscoring the cloud unit's momentum. Net income hit $35.8 billion. The results follow a year of heavy AI capex and a restructured OpenAI partnership, and they arrive amid a 24% year-to-date stock decline—this beat could shift sentiment sharply.
At the time of this announcement, MSFT was trading at $420.66 on NASDAQ in the Technology sector, with a market capitalization of approximately $2.9T. The 52-week trading range was $349.20 to $555.45. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Reuters.