---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43039957.md"
description: "$Microsoft(MSFT.US) Microsoft announced its earnings after hoursThere are two main points to watchFirst, the growth rate of Azure, expected to be 39-40%, and anything above 41% would exceed expectationsSecond, capital expenditures, specifically the guidance for 2027, with market expectations at 220-235 billion（The expenditure guidance is likely to be raised. If specific numbers are provided and do not deviate significantly from expectations, investors will not assume the worst. Last time, Google did not provide 2027 guidance at all, only giving a range for the current year, refusing to give quantitative figures for the next fiscal year, using only qualitative descriptions—“2027 will be significantly higher than 2026”. This “qualitative-only, non-quantitative” approach by Google actually amplified panic:）"
datetime: "2026-07-29T14:32:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43039957.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43039957.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43039957.md)
author: "[AngerBird](https://longbridge.com/en/profiles/13017810.md)"
---

# $Microsoft(MSFT.US) Microsoft announced its earnin…


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## Comments (13)

- **Jason4HK · 2026-07-29T15:59:47.000Z · 👍 1**: Hoping for a big rally, the opportunities with Tesla and TSMC are too tempting... 🤣
- **new money  · 2026-07-29T14:46:26.000Z**: I won't sell without 600
- **宁可少赚，不要亏钱 · 2026-07-29T14:45:39.000Z**: Looking forward to 600
- **相信概率 · 2026-07-29T14:36:51.000Z**: MSFT will hit 600 🤑
  - **AngerBird** (2026-07-29T14:37:39.000Z): It would be great if it can break the previous high of 466.
  - **旁路** (2026-07-29T14:42:30.000Z): There is estimated to be resistance around 430, and the resistance at 400 is also very strong.
  - **PromE** (2026-07-29T14:56:00.000Z): Bro, what's your take on the earnings report? Not trying to shirk responsibility, just want to hear what you know. 🤔