---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43051791.md"
description: "$Microsoft(MSFT.US)'s AI capex is paying off. Q4 Earnings:- Revenue: $90.0B vs $87.6B - EPS: $4.74 vs Est. $4.22- Operating Income: $40.6B vs Est. $39.1B - Azure Revenue: 43% vs. Est. 40%- Commercial RPO: $678B (+84% YoY)  - $3.2B gain from Anthropic investment"This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation."Follows $Alphabet(GOOGL.US) Cloud's quarter where they posted an 82% surge in cloud revenue last week, ahead of expectations."
datetime: "2026-07-29T20:27:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43051791.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43051791.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43051791.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
---

# $Microsoft(MSFT.US)'s AI capex is paying off. Q4 E…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)