Microsoft Books $3.2 Billion Gain on Anthropic Stake, Adds $480 Million Profit on OpenAI
Microsoft booked a $3.2 billion gain on its investment in Anthropic during its latest quarter, bringing the total profit from the AI startup to nearly $5 billion for the fiscal year. The technology giant also recognized a $480 million quarterly gain on its stake in rival model provider OpenAI.
Microsoft holds equity positions in both AI labs and integrates their models into its software and Azure cloud services. The company also secured a $30 billion commitment from Anthropic to purchase Azure computing capacity, allowing Microsoft to monetize the AI boom through both investment appreciation and infrastructure sales. The dual strategy expands Microsoft's reach across competing AI firms, though it creates potential pricing conflicts as Microsoft competes with its own portfolio companies on cloud contracts.
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@stocksavvyshay$MSFT CRUSHED THEIR Q4 EARNINGS • Revenue $90.0B vs Est. $87.6B • EPS $4.74 vs Est. $4.22 • Azure Revenue 43% vs. Est. 40% • Operating Income $40.6B vs Est. $39.1B • Commercial RPO: $678B (+84% YoY) Azure revenue surpassed $100B for the
@stockmktnewzMICROSOFT $MSFT CEO SATYA NADELLA JUST THIS "This year, Azure revenue surpassed $100 billion for the first time"
@techmemeMicrosoft reports Q4 revenue up 18% YoY to $90B, net income up 31% to $35.8B, and Microsoft Cloud revenue up 27% to $59.3B; MSFT jumps 3%+ after hours (Microsoft) (Visit Techmeme dot com for the link and full context!)
@trendspider$MSFT Q4 EARNINGS DOUBLE BEAT 🔥 Q4 Adj. EPS: $4.74 vs $4.24 est Q4 Sales: $90.007B vs $87.621B est 🟩 +3.01%
@rihardjarc$MSFT earnings: - Revenue up 18% YoY - Net income +31% YoY - Azure +$100B in revenue - 365 Copilot over 30M paid seats
@yahoofinance$MSFT earnings 💵 Revenue: $90.01B vs $87.7B expected 💲 EPS: $4.81 vs $4.25
@zerohedge*MICROSOFT 4Q REV. $90.01B, EST. $87.72B *MICROSOFT 4Q ADJ EPS $4.74, EST. $4.25
@alphasenseinc$MSFT Earnings: - Revenue was $90.0 billion and increased 18% (up 17% in constant currency) - Operating income was $40.6 billion and increased 18% - Net income was $35.8 billion and increased 31% on a GAAP basis, and was $35.3 billion and
@financialjuice$MSFT Microsoft Q4 Earnings EPS $4.81 Adjusted EPS $4.74, est. $4.25 Revenue $90.01B, est. $87.72B Operating income $40.60B, est. $39.02B Cloud revenue $59.3B, est. $58.71B Intelligent Cloud revenue $39.31B, est. $38.17B Azure & other
@stockmktnewzMICROSOFT $MSFT JUST REPORTED EARNINGS EPS of $4.74 beating expectations of $4.23🟢 Revenue of $90.1B beating expectations $87.6B🟢
@tradfi*MICROSOFT 4Q ADJ EPS $4.74, EST. $4.25 *MICROSOFT 4Q OPER INCOME $40.60B, EST. $39.02B *MICROSOFT 4Q REV. $90.01B, EST. $87.72B $MSFT
@polymarketJUST IN: Microsoft Azure annual revenue surpasses $100,000,000,000.00 for the first time as demand for AI computing accelerates.
@satyanadellaJust wrapped our earnings call. It was a very strong close to what was a record fiscal year for Microsoft. · Annual revenue: $331B, +18% · MS Cloud: $214B, + 27% · And Azure: $100B, +41% And even bigger opportunity ahead! I wanted to sh
@stocksavvyshay$MSFT is up nearly 10% after maintaining its 2026 capex guidance at $190B and signaling another YoY increase in FY27. Despite the continued AI buildout management still expects to remain cash-flow positive in 2027.
@kalshiJUST IN: Microsoft beat Q2 earnings • EPS: $4.74 vs $4.22 est • Revenue: $90B vs $87.6B est $MSFT +3% after-hours
@cointelegraph🔥 BIG: Microsoft beats Q4 expectations as Azure annual revenue exceeds $100 billion for the first time.
@firstadopterMicrosoft with great Azure guidance for the current quarter: +45% growth y/y. They printed 43% vs. 40% est. for Azure in the Q4. Great performance! Stock up 8.6%. "We see as customer demand continues to exceed supply. Even with the strong
@stocksavvyshay$MSFT OUTLOOK • Q1 Revenue $90.4B vs Est. $89.6B • Q1 Azure Growth: ~45% • Q1 CapEx: >$50B FY27 GUIDANCE • Revenue: Double-digit growth • CapEx: Expected to grow YoY • Free Cash Flow: Remain positive
@rohanpaul_aiMicrosoft just published FY26 Q4. Profits increased 31%, robust cloud growth, Azure cloud sales moved past $100 billion, grew 43% in the quarter. Microsoft currently has the strongest financial cover with operating free cashflow, for it
@nicbstmeGuess who has a lot of compute + revenue growing fast? Congrats to Azure that just crossed $100B+ annual revenue, Copilot is already at 30M paid seats, and both are still growing. That’s what it looks like when massive AI infrastructure m
@satyanadella2/ When it comes to Copilot, we are innovating rapidly, from chat to Cowork to Autopilots. We have also been super focused on improving the quality and performance of Copilot. Over the last three quarters, user satisfaction scores have do
@kdaigleToday 👇 - 225M developers call @GitHub home – a 45M jump since February 2026 alone - 50M users are building with GitHub Copilot - Every major coding agent runs on GitHub, and 1 in 3 PRs now involves an agent There’s never been more choice
@firstadopterThis was the best Microsoft quarterly earnings report in recent memory, along with incredible Azure results/guidance and an accelerating outlook for the first half of the fiscal year. Well done.
@techmemeMicrosoft reports Q4 Azure and other cloud services revenue up 43% YoY, vs. 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time (@jordannovet / CNBC) (Visit Techmeme dot com for the link and full context!)
@businessMicrosoft reported more than $130 billion in new data center leases in the past quarter, signaling an accelerating pace of spending on AI infrastructure