---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43052282.md"
description: "$Microsoft(MSFT.US) Cash capital expenditure grew 16.6% quarter-over-quarter, operating cash flow grew 18.8% quarter-over-quarter; is the inflection point starting?The M365 price increase and cowork launch starting July 1stFairwater's cards are not yet fully deployed; 2/3 of capital expenditure is used for short-term equipment, and previously built server rooms are about to go online in large numbers, so depreciation may also start acceleratingAzure is expected to see moderate acceleration in the second half of the yearThere is also unpriced equity income from OpenAI"
datetime: "2026-07-29T20:59:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43052282.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43052282.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43052282.md)
author: "[SpiceMonkey](https://longbridge.com/en/profiles/17534703.md)"
---

# $Microsoft(MSFT.US) Cash capital expenditure grew …


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## Comments (1)

- **SpiceMonkey · 2026-07-29T21:00:38.000Z**: Today was suppressed by the broader market